Posted 14 days ago
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**Planning and Operations Specialist** Seeks Senior Associate to Manage Program Performance using Salesforce, Power BI, and SQL. - Handle usage program tasks via Salesforce and other tools, meeting strict deadlines. - Manage invoices, create reports, and analyze data to identify revenue trends. - Maintain data accuracy and resolve inconsistencies using advanced Excel skills and macro creation. - Develop and update program policies and processes, communicating effectively with global teams. - Leverage experience in deadline-driven project management and managing large datasets using SQL and Snowflake. -Requires shift flexibility for Americas-based clients and proficiency in Salesforce and Power BI.
- Compensation
- Not specified
- City
- Not specified
- Country
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Currency: Not specified
Full Job Description
The Planning and Operations Specialist is a key member of the Usage Governance team. This role involves direct interaction with Global Usage Program Managers, Sales teams, and related Management teams.
This position is diverse in nature, providing support for a variety of established programs, including program performance analysis. Additionally, the Analyst will assist in the creation and validation testing of new revenue-generating programs.
Key Responsibilities
Process usage program tasks through related tools, ensuring strict deadlines are met.
Execute all back-office processes via Salesforce and other reporting tools, including opportunity maintenance (opening, approval, closure).
Manage invoices and create reports to identify revenue achievements and revenue loss.
Conduct analysis to identify areas of concern by Region, Product, or Market.
Ensure accuracy and timeliness of data; identify and correct inconsistencies promptly.
Create, update, implement, and maintain program policies, processes, and guidelines.
Build and maintain strong working relationships with team members and global stakeholders.
Required Skills
Experience creating dashboards using Power BI; additional experience with Tableau is a plus.
Proficiency in Salesforce Reporting.
Proven ability to manage multiple deliverables with shifting priorities.
Strong experience in deadline-driven project management.
Expertise in managing large datasets and problem-solving.
Advanced SQL skills, including pulling and processing data from Snowflake.
Expert-level Excel skills, including macro creation.
Ability to analyze data and identify trends.
Process management experience, including process mapping.
Excellent written and verbal communication and presentation skills.
Proficiency in MS Office applications (Word, PowerPoint).
Shift flexibility (key clients are based in the Americas).
Ability to work independently with minimal guidance.
Salesforce Knowledge
Monitor Salesforce opportunities and activity.
Manage opportunities based on current client data.
Respond promptly to global member and stakeholder queries.
Support onboarding of new members onto Salesforce.
Assist members in testing new programs or revenue opportunities.
Act as a single point of contact for inquiries related to programs.
Build and maintain strong relationships with team members and sales.
Career Stage:
Senior AssociateLondon Stock Exchange Group (LSEG) Information:
Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.
LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.
We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyones race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what its used for, and how its obtained, your rights and how to contact us as a data subject.
If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.
Location: PHL-Taguig City-CitiPlaza
Time Type: Full time
