VP, Coverage Transformation Manager

Your team responsibilities

A key ingredient in MSCI's quest to achieve Complete Client Centricity is the quality and consistency of the experience that we provide Clients across the board. It is therefore imperative that we establish strong foundations to support a world class client experience. These foundations include the Client Intelligence we gather and how we leverage it, the tools we use to enhance Client Coverage Productivity and the Sales Enablement and Digital Marketing Solutions that enable us to position MSCI's best capabilities in front of as many relevant clients as possible and create a better client experience. MSCI is looking for a Coverage Transformation Manager to join the Client Coverage Enablement and Effectiveness team to help drive breakthrough results in these challenging and strategic areas of our business.

Expected team outcomes include redefining what it's like to do business with MSCI. Across products and services the client commercial experience should be delightful and coherent: it should feel like doing business with one company. Also, achieving high ROI improvements in sales and service efficiency by establishing a lean operation whereby sales and service staff have access to everything they need to perform at the highest level and continuously improve

This team reports directly to our Chief Client Officer and Global Head of Sales and Service. This role reports into the Head of Client Coverage Enablement and Effectiveness.

What we will offer you:

• At MSCI, we provide competitive benefits programs in every region in which we do business. While our benefits plans vary in availability in our different locations, we offer a broad range of benefits that are part of the value you receive as a MSCI employee. Wherever you are with us, you will find benefits that can help ensure your health and well–being and contribute to your financial security.

• A hybrid work environment, for the vast majority of employees, offering a more progressive way of working to give you the flexibility, accountability, and responsibility to empower you to perform at your very best. At the center of this way of working is a culture which is built on a strong foundation of trust. We trust our people and they trust our organization's leaders to support them.

• An inclusive and performance driven culture where you are empowered to maximize your potential in an environment where all individuals are respected and encouraged to bring their authentic selves to work
• A purposeful approach to Wellbeing to provide you with all the resources you need to be your best at work and in your personal life. Our Here For You Employee Assistance Program provides confidential emotional support with local experts, financial and legal advice in a wide range of issues as well as access to online information, resources and tools. All the services are available for our employees free of charge.

Your key responsibilities

As a Coverage Transformation Manager, you will be responsible for leading multiple areas of Coverage transformation into a more client–centric organization. This will entail leading cross–department and cross–functional teams through discovery to understand the current state challenges and opportunities, exploration to develop solutions, experimentation to test viability, and then scaling for maximum impact. The successful candidate will be an expert in process improvement methods, have significant experience being the business lead for innovation lifecycles, familiarity with Design Thinking, and an ambition to move fast, drive breakthroughs and have fun. Collaboration across multiple functional teams including Sales, Service, Marketing, Legal, Technology, Product Management and with clients will be a key aspect of this role.

• The initial focus for this role is modernizing and streamlining our deal management process from opportunity through quoting\proposals to agreement and then closing the deal and initiating client provisioning and onboarding. You will participate in the design of the full end–to–end flow and be the business lead from Coverage for certain capabilities and processes entirely.
• Improving our core sales reporting dashboards and associated analytics, client intelligence information in the associated selling, servicing and marketing uses of this information. This includes establishing more comprehensive, relevant, and contextual client information for MSCI's Coverage organization to use in discovery and prioritizing selling opportunities. In addition, supporting more effective account management activities through better, proactive information based on changes in client health.
• Increasing the impactfulness of our lead generation processes working with marketing and sales enablement teams
• Transforming our post–deal product onboarding client experience end to end
• Across the above areas, building a backlog of improvement ideas, understanding, and documenting related benefits, and working together with our technology and data function to create a transparent roadmap. Oversee end to end execution and adoption of the highest priority enhancements
• Performing workflow analysis related to MSCI's sales, service, and marketing processes and systems to identify improvement opportunities, and larger end state transformations.
• Communicating with colleagues and clients at all levels of the organization to facilitate discussion or drive training/learning outcomes. Verbal communication includes presenting at meetings and delivering training. Written communication includes emails, slide decks, process documents and pre–recorded short videos.

Your skills and experience that will help you excel

• 7+ years of relevant experience with a minimum 3 years experience in each of the following specific areas is required:
  • Leading or supporting client–facing teams working in the financial services industry
  • Using and improving sales, service, and marketing technologies and processes by performing asis and target state process design
  • Defining sales and service operational metrics (e.g. Net Promoter Score, Client health, opportunity lead scoring, etc.). In addition, have a track record of establishing effective forums to use and improve these types of metrics.
  • Using and improving enterprise data, for example sales, service, and marketing data elements like client names, contacts, client segments, sales opportunities, etc.
• Beneficial skills
  • Deeper experience in sales processes including contracting and how CRMs support these processes
  • Salesforce specific knowledge
  • Experience with industry leading Innovation practices including Design Thinking, Design Sprints, Lean Start–Up, Lean UX, Story Mapping, Impact Mapping, Strategic Possibility Exploration, and Value Stream Mapping.
  • Ability to analyze data sets with tools like SQL, Python, BI
  • Excellent verbal and written communication skills including excellent in team work and collaboration
  • Strong analytical, communication, organizational and time management skills.
  • Self–reliant, detail–oriented and a fast learner
  • Ability to handle multiple projects under tight, short–term deadlines
  • Bachelor Degree in Mathematics, Engineering, Economics, Information Systems or other similar subject is preferred
  • Post graduate qualification in Finance (M.Sc./M.B.A./P.G.D.M.), CFA, FRM, PRM etc. is beneficial

How we'll support you

• Coaching, support and encouragement from experts in your team
• Access to a wide range of learning opportunities to support your growth and development
• Customizable learning journeys to help you navigate your professional development
• Transparent performance–based compensation schemes
• Employee Resource Groups: MSCI Pride & Allies, MSCI Black Leadership Network, MSCI Women's Leadership Forum, MSCI Women in Tech, MSCI Asian Support Network, MSCI All Abilities, Hola! MSCI and MSCI Climate Action Network.

About MSCI and our teams

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry–leading research–enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

Our values define the working environment we strive to create. We are inclusive, we champion bold ideas, we always pursue excellence, and always act with integrity. Personal accountability and responsibility are key to success, and we always work as a team to remain client centric.

At MSCI diversity is at our core and inclusion defines our culture. Our people are empowered to maximize their potential in an environment where all individuals are respected and encouraged to bring their authentic selves to work. We work, learn and grow together and we are committed to hiring and promoting qualified women, ethnic minorities and members of the LGBT+ community candidates, who have historically been underrepresented in financial services.

To learn more about life at MSCI please visit or follow us on LinkedIn, Twitter, Glassdoor.

To all recruitment agencies : MSCI does not accept unsolicited CVs/Resumes . click apply for full job details