Market Data Onboarding & Billing Consultant

Chicago, IL 60606

Posted: 07/01/2019 Category: Other Job Number: 11908

 

Market Data Onboarding & Billing Consultant

Description: The Market Data Billing Consultant in Global Account Management will provide first level support to the Global Account Management Team and our cleint' s customers for their  Direct Market Data Billing. All entities with access to Direct are required to execute a Information License Agreement and are billed applicable fees based on use.
  • Coordinate and manage creation, notification and processing of Information Licensing Agreement for our client' s Direct.
  • Manage new customer licensing onboarding working cross functionally to onboard new customers.
  • Manage maintenance of existing customer requests related to licensing and billing including name changes, mergers, acquisitions, etc.
  • Support billing inquiries and discrepancies including validation of waiver and processing customer credit request.
  • Manage aged receivables leveraging internal processes and procedures.
  • Provide 1st level support for all Direct market data inquiries.
  • Provide support to customer requested changes around mergers, acquisitions, name changes, billing account updates, contact updates, affiliate add/removals, etc.
  • Work closely with technology teams to enhance and support customer licensing, Sales Team to support new client acquisition and Account Receivable to resolve billing issues and collect on past due accounts.
  • Ability to multi-task and prioritize in a fast-paced environment.

 

Education:
  • Bachelors Degree in Business Administration, Finance or Accounting required

 

Experience:
  • 2 years’ experience in Financial Services or within a customer service or account management role
  • Customer Service experience
  • Familiarity with licensing or legal agreements
  • Ability to multi-task and prioritize in a fast-paced environment
  • MS Office
  • Salesforce

 

 
Microsoft Office, Finance, Salesforce, customer service

Maria Schmitt

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