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Supports sales or revenue operations through managing data, systems, or processes that enable sales execution and financial alignment. Responsibilities may include maintaining sales technology platforms, ensuring data accuracy, facilitating pricing and proposal workflows, or coordinating cross-functional activities between Sales, Finance, or Operations. The role contributes to process standardization, system optimization, and the integration of analytical inputs into operational decision-making.
What you will do: Business Operations Specialist - Finance
- Research subscription and customer data to validate accuracy and provide optimal pricing proposals.
- Maintain current knowledge of Bloomberg INDG products, policies, and procedures to support internal and external customers.
- Self-monitor and manage workflows through various systems to ensure timeliness and accuracy of proposals, invoices, and sales credit payments.
- Collaborate with sales representatives and strategic partners to resolve questions and meet customer requirements.
- Calculate incremental value of sales and assign sales credit to appropriate sales teams, products, and categories.
- Coordinate, prepare, and review new sales contracts and renewals of existing contracts.
- Verify and grant appropriate and timely electronic access to customers.
- Analyze customer and subscription data and present the findings in a simple manner.
Sales Enablement Specialist - Sales
Sales Technology Stack Management
- Technology Integration: Ensure seamless integration between sales tools (CRM, sales engagement platforms, conversation intelligence, forecasting tools, etc.)
- Tool Adoption & Training: Drive user adoption of sales technologies through training, documentation, and ongoing support
- Performance Monitoring: Track tool utilization, performance metrics, and ROI to ensure technology investments deliver value
Salesforce Administration & Workflow Optimization
- CRM Configuration: Design and maintain Salesforce workflows, automation, and custom fields to support sales processes
- Process Documentation: Create and maintain comprehensive documentation for all sales processes and system workflows
- User Training & Support: Provide ongoing training and support to sales reps on Salesforce functionality and best practices
- System Updates: Manage Salesforce releases, testing, and user communication for system changes
Data Analytics & Reporting
- Sales Analytics: Collaborate with Sales Ops to develop and maintain dashboards, reports, and analytics that provide actionable insights for sales teams and leadership
- Performance Metrics: Track and analyze key sales metrics related to sales training and enablement efforts
- Data Integration: Ensure data flows seamlessly between systems and maintain single source of truth for sales metrics
- Business Intelligence: Partner with Sales Operations to provide data-driven insights that inform strategic decisions
Process Excellence & Training
- Process Improvement: Identify opportunities to streamline sales processes and reduce administrative burden
- Change Management: Lead implementation of new processes, tools, and workflows with focus on user adoption
- Documentation Management: Maintain current and comprehensive process documentation, training materials, and user guides
- Cross-Functional Collaboration: Work with Marketing, Customer Success, and other teams to ensure aligned processes and data flow
You need to have: Business Operations Specialist - Finance
Bachelor's Degree, preferably in business. 3+ years' experience in business operations, sales operations, or related field Demonstrated experience in business systems including CRM.
Sales Enablement Specialist - Sales
- Education: Bachelor's degree in Business, Information Systems, Engineering, or related field
- Sales Operations: 3+ years' experience in sales operations, sales enablement, or related revenue operations role with Salesforce administration experience.
- Sales Technology: Experience with sales engagement platforms, conversation intelligence, marketing automation, and business intelligence tools
- Data Analysis: Proficiency in Excel, SQL, and business intelligence tools (Tableau, Power BI, or similar)
- Process Improvement: Demonstrated experience optimizing business processes and driving operational efficiency
Equal Opportunity Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group's policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law ("Protected Characteristic"). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics ("Discrimination").
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Bloomberg Industry Group
parental leave
Apr 06, 2026