Associate, Transaction Management Representative

In this role you enable and manage sales fulfillment in a fast-paced, global environment. You support revenue realization, coordinate with cross-functional teams, and ensure compliant, timely service pre- and post-sale. You act as a bridge between Sales, data, IT, finance and product teams to keep processes aligned and scalable. Your work strengthens client relationships through accurate, efficient handling of transactions and queries. You will contribute to audit readiness and regulatory compliance while expanding knowledge of pricing strategies and ratings products.

• Health & Wellness: Health care coverage designed for the mind and body
• Flexible Downtime: Generous time off
• Continuous Learning: Access to resources to grow your career
• Invest in Your Future: Competitive pay, retirement planning, education support, and loan contribution
• Family Friendly Perks: Perks for partners and children
• Beyond the Basics: Discounts and referral incentives

• Support sales implementation processes from order to billing and system entry to optimize revenue realization
• Collaborate with Business Developers, Relationship Managers, Product Managers and other Transaction Managers to own the sales pipeline and handle customer queries
• Serve as a liaison between Sales and internal functions (data, IT, finance, product) to maintain cross-functional alignment
• Maintain knowledge of pricing strategies and approval guidelines to assist external clients and internal teams
• Ensure compliance with regulations and company policies while managing high-volume workflows with high attention to detail

• Ability to manage high-volume, rapidly changing workstreams with accuracy
• Strong attention to detail and a results-oriented approach to meet tight timelines
• Excellent oral and written communication to engage clients and stakeholders
• Advanced proficiency in Microsoft Excel (formulas, macros, pivot tables)
• English fluency for meetings, collaboration, and written communication
• Hebrew professional working proficiency (preferred)
• Experience with Salesforce.com or similar CRM (preferred)
• Foundational knowledge of capital markets and primary ratings products (preferred)

• strong communication skills
• detail orientation
• collaboration across teams
• Microsoft Excel (formulas, macros, pivot tables)
• Salesforce.com (CRM)
• data systems familiarity