Reviewing Subscription Orders. Requesting vendor approval, when necessary (third party and internal approval depending on products), reviewing orders over $25K (ensuring that an MCLA is on file or the necessary approval is included in the order), reviewing all orders that have had price changes
All necessary approvals (by third-party vendors, internal approvers, and the exchange and legal teams) are in place to turn on access for our clients. Validation requests are sent to the appropriate approver and correct vendor
Confirm that client approval is provided when an order is over $25K or pricing has been changed. We also make sure that the orders that are placed follow the necessary documentation process for audits
Validation:
Receiving necessary product approvals/denials (from internal approvers/third-party vendors). Switching on/ switching off access based on requests from vendors
Reconciling vendor reporting. Ensuring that only licensed users have access to our data. Removing access for any unlicensed users
RPDs:
Handle all Subscription Orders RPDs. This involves assigning RPDs to correct SO Support Teams. Determining when an RPD is a bug vs. enhancement within the applications. Determining the severity of RPDs
Assist with drafting specs (acceptance criteria) for system enhancements, workflows, usability. Work with SO Support Team/Sales to prioritize bugs/enhancements
Ensure that RPDs are assigned to the correct team. Prioritize RPDs based on clients/sales' needs, ensure that they are responded to on time
Determine if clients have access to necessary products. Check that the systems applications follow the correct process based on business rules. Ensure that the logic of the system applications is user friendly and functions in the correct expected manner
Service Order Mailbox:
Processing daily client requests for access to workstations and products
Processing client cancelation requests
Processing ad hoc requests for changes to location, usernames, invoices, etc. Placing orders requested directly by the client ensures clients' requests are turned around on time. This also saves sales time from placing these orders
Products:
Creation/Editing/Releasing/Retiring of CACCESS Codes and Product Pages. Changing product deployment level/changing from un-orderable to orderable when needed. Ensure that CACCESS Codes and Products can be ordered for clients at the correct price.
Ensure that products are ordered at the correct deployment level and follow the correct validation process as per our contracts with the vendor. This also allows PD to retire products that should no longer be used.
Projects:
Assist PD, Sales, and Clients with bulk projects including purchasing/canceling access, changing workstation types & converting to purchase for large amounts of clients/users.
Also, handling requests to clean up data (retiring old products/turning on access to newly released products. To assist sales/client/PD from spending time placing these orders and deadlines/targets are met.
Requirements
Bachelor's degree in Finance or Accounting
Preferably a minimum of 1-2 years of work experience
Flexible to work in shifts
Curious, energetic, and highly proactive and always focusing on opportunities arising from situations
Understanding business rules to make sure that system enhancements take all of the business rules into account
High attention to detail and ability to work under daily deadlines
Knowledge of Subscription Orders and related applications would be an added advantage
Solid written and verbal communication skills are required
Strong analytical and problem-solving skills
Ability to organize, prioritize, and handle a high volume of tasks/requests
Benefits
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneFlexible schedule
Additional Information
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations.
Your Team's Impact
The Subscription Order Admin team is responsible for ensuring subscription orders are processed correctly. All the company policies and procedures are followed. Assisting the Global Sales Team and our clients with subscription order requests. Troubleshooting questions and issues of subscription orders and related applications