Commercial Operations Senior Associate (Consulting)

Company Description

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across nine offices.

Job Description

Client Usage Reports:

• Supporting the collation of client usage reports and responses to client queries relating to finance and/or usage

• Checking reports to ensure that calls and transcriptions are charged with the correct date, charge, tiering, and package

• Support on putting together Quarterly Business Review related documents and gathering data (working alongside the BI team)

Data input and maintenance:

• Monitoring data capture for project codes and leadership contacts on Intranet pages

• Collaborating with departments to ensure accurate and timely information is gathered

• Supporting Consulting teams in identifying accurate client information, including contact details

• Creation of financial reports for meetings using data visualisation 

Finance:

• Collaborating with Finance to ensure client invoice totals match the exact number of calls conducted 

• Responding to ad hoc invoice-related queries from clients

• Coordination of pricing changes 

• Product and content reporting

  • Creating reports for internal leadership to measure usage across call types, products and usage levels

Salesforce:

• Salesforce data cleansing and maintenance 

• Creating order forms and logging of contractual information and pricing amendments 

Qualifications

• The ideal candidate should have 4-5+ years of experience on a commercial operations focussed role

• Organised, detail-oriented and proactive

• Good communication skills, including strong written and verbal English skills

• Able to multitask and prioritise different projects at one time

• Experience in data entry, particularly using BI and Big query

• Experience working with Salesforce 

• A flexible and adaptable personality combined with a resourceful and positive attitude is essential

• Stakeholder management

Additional Information

What can you expect:

• Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience.
• Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure.
• Learning & Development: Receive a personal development reimbursment yearly for customized learning programs. Additionally, a dedicated budget supports studies and job-related qualifications.
• Health & Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health.
• Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC.
• Flexibility: Embrace our work-from-anywhere policy, hybrid work options, and enjoy "Winter Fridays."
• Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5.
• Recognition & Rewards: Earn points through our colleague-to-colleague recognition program, redeemable for hotels, gift cards, charity donations, and more.
• Snacks & Refreshments: Stay energized with daily snacks, tea, and coffee provided.
• CSR Days: Contribute to social responsibility with 2 CSR days annually – take time off to volunteer.
• Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws.