Job Purpose
The Data Specialist, CRM Product Administration within CRM Solutions of Product Operations will help maintain the product, price, and bundle information used by Sales and other stakeholders on the Salesforce and ORMB systems within ICE Data Services. The core set of records being maintained is critical to support billing, contract, and delivery configuration aspects.
Responsibilities
- Communicate with product managers to maintain product, price, and bundle information used
- Daily input of product, list fees, and bundle data into staging tables
- Oversee monthly update processes of systems, plus any additional updates
- Review and confirm completeness and correctness of updates, and communicate any problems
- Maintain documentation of the processes, including a New Product template form
- Maintain characteristics of products to aid their selection by Sales and other users, including the products subject to Control review, data royalty, etc.
- In consultation with stakeholders, enhance characteristics as appropriate to reflect changing circumstances
- Support annual price increase process
- Support annual SEC Form ADV creation
Knowledge and Experience
- Advanced skill with Microsoft Excel
- Experience with Salesforce and CRM a plus
- Knowledge of financial information preferred (ideally, 2+ years of experience in Financial Data Services Industry)
- Highly organized and meticulous
