Associate - Account Manager Sales Operations

Scope Group; Town of Poland (NY); On-site; USD 18,000 - 25,000; Full time

Job summary

Scope Ratings GmbH, part of Scope Group, is seeking an Associate - Account Manager Sales Operations to support onboarding, client inquiries, and CRM data maintenance within a dynamic financial services environment. You will collaborate with Sales, Risk Management, IT, and other teams to ensure accurate client data and timely responses.

The role offers exposure to client relationship management, sales operations, and product documentation, with opportunities for growth as you gain experience in

Qualifications

• Master’s degree, preferrable in economics, finance, communications or marketing
• 1 - 3 years of experience in the financial industry as Project Manager, Client Service Representative, Account Manager, Key Account Manager or Sales Account Manager
• Very strong academic record, showing outstanding cognitive skills
• Outstanding (oral and written) communication and presentation skills
• excellent skills in MS Office (particularly Word, Excel, PowerPoint), experience with CRM software is preferred
• Good understanding of applications and online services
• Willingness to start a career in the financial services sector
• Independent thinker with strong analytical and problem-solving skills
• Multi-cultural, self-starter, versatile, inquisitive and detail-oriented personality
• Fluent in English and at least one another European language

Responsibilities

• Support Sales Team in client onboarding activities, including the coordination of follow-up actions and required documentation
• Handle routine client inquiries and coordinate responses with the relevant internal stakeholders
• Assist with day-to-day client account activities at ScopeOne and provide back-up coverage when required
• Maintain accurate and up-to-date client and counterparty information in the CRM system
• Assist with third-party onboarding and client due diligence questionnaires and tenders by coordinating input from Sales, Risk Management, IT and other internal teams to ensure timely and accurate submission
• Prepare and maintain sales-related documentation, reports, account analyses, and other client-related materials
• Conduct market and client research and support the preparation of relevant analyses and presentations
• Support the maintenance of client relationships through professional and timely communication
• Provide administrative and operational support to the Sales and Sales Operations teams
• Assist in identifying opportunities to improve client experience and internal processes
• Contribute to the delivery of a high level of client service and client satisfaction

Skills

Strong communication

MS Office

CRM software

Attention to detail

Multi-cultural

Problem solving

Independent thinker

Organizational skills

Client service

Education

Master's degree in economics/finance/communications/marketing

Tools

MS Office

CRM software

Job description

Associate - Account Manager Sales Operations Job Description Associate - Account Manager Sales Operations

Summary

The Associate Account Manager – Sales Operations supports the Sales and Sales Operation teams in maintaining strong client relationships and delivering a high level of client service. The role focuses on supporting day-to-day client interactions, coordinating administrative processes, preparing sales-related reports, and assisting with client inquiries.

The candidate will support clients with questions to ScopeOne, an internet-based platform that provides institutional investors with access to an investor network and rating information. The Associate Account Manager supports the Account Management team in handing routine client inquiries and provides back-up coverage for client accounts as needed. Working closely with Sales, the candidate assists in maintaining and strengthening client relationships, by ensuring accurate client data, supporting onboarding activities, monitoring client requests, and coordinating follow-up actions. The role also supports the preparation of sales documentation, reports, and account-related analyses.

This position requires strong organizational and communication skills, attention to detail, and a customer-focused approach, as the Associate Account Manager works closely with cross-functional teams, including Sales, Risk Management, IT, and other internal stakeholders. It offers an excellent opportunity for individuals at an early stage of their career to gain experience in account management, client relationship support, sales operations and the financial services industry.

Duties & responsibilities

• Support Sales Team in client onboarding activities, including the coordination of follow-up actions and required documentation
• Handle routine client inquiries and coordinate responses with the relevant internal stakeholders
• Assist with day-to-day client account activities at ScopeOne and provide back-up coverage when required
• Maintain accurate and up-to-date client and counterparty information in the CRM system
• Assist with third-party onboarding and client due diligence questionnaires and tenders by coordinating input from Sales, Risk Management, IT and other internal teams to ensure timely and accurate submission
• Prepare and maintain sales-related documentation, reports, account analyses, and other client-related materials
• Conduct market and client research and support the preparation of relevant analyses and presentations
• Support the maintenance of client relationships through professional and timely communication
• Provide administrative and operational support to the Sales and Sales Operations teams
• Assist in identifying opportunities to improve client experience and internal processes
• Contribute to the delivery of a high level of client service and client satisfaction

Professional & personal qualifications

• Master´s degree, preferrable in economics, finance, communications or marketing
• 1 - 3 years of experience in the financial industry as Project Manager, Client Service Representative, Account Manager, Key Account Manager or Sales Account Manager
• Very strong academic record, showing outstanding cognitive skills
• Outstanding (oral and written) communication and presentation skills
• excellent skills in MS Office (particularly Word, Excel, PowerPoint), experience with CRM software is preferred
• Good understanding of applications and online services
• Willingness to start a career in the financial services sector
• Independent thinker with strong analytical and problem-solving skills
• Multi-cultural, self-starter, versatile, inquisitive and detail-oriented personality
• Fluent in English and at least one another European language

The compensation range disclosed may encompass multiple title levels (Scope internal levels of seniority). Your actual compensation will depend on a variety of factors, including but not limited to your individual experience, education, and seniority, and the final salary will be determined during the interview and evaluation process.

Pay Band: Associate - Business Management Minimum: 68,400.00 PLN Maximum: 92,400.00 PLN

Bonus:Discretionary
Benefits: Scope offers an extensive range of benefits, please check our benefits page for more details.

Interested?
If this sounds like a journey for you, we look forward to learning more from your convincing application. Please note: For non-EU applicants, a valid work and residence permit is a prerequisite for this job position.Unfortunately, we are unable to sponsor relocation from outside of the EU at this time.

What we want to see

• Current CV
• Copy of your university degrees and certificates
• Criminal record certificate (can be provided at a later date)
• At least 3 letters of reference (can be provided at a later date)

About Scope Ratings
Scope Ratings GmbH is part of the Scope Group with headquarters in Berlin and offices in Frankfurt, London, Madrid, Milan, Oslo and Paris. As the leading European credit rating agency, the company specialises in the analysis and ratings of financial institutions, corporates, structured finance, project finance and public finance. Scope Ratings’ credit risk analysis is opinion‑driven, forward‑looking and non‑mechanistic, an approach that adds to a greater diversity of opinion for institutional investors. Scope Ratings is a credit rating agency registered in accordance with the EU rating regulation and operating in the European Union with ECAI status.

At Scope Group, we are committed to fostering a diverse and inclusive workplace where everyone is treated with respect and fairness. We embrace people from all backgrounds, regardless of culture, ethnicity and gender. We ensure that our application processes are free from discrimination. By valuing each individual’s unique background and perspectives, we strive to create an environment where all employees can thrive and contribute their best. Our dedication to equality and inclusivity reflects our belief that diversity drives innovation and success.

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