Account Analyst, Latin America

World Economic Forum LLC; Genf; Hybrid; CHF 80,000 - 100,000; Full time

Job summary

World Economic Forum LLC seeks an Account Analyst to support day-to-day partner engagement across the Latin America portfolio. You will assist Account Managers with onboarding, meeting preparation and CRM data upkeep, while coordinating community activities and cross-functional processes.

The role emphasizes data quality, stakeholder collaboration and efficient use of Salesforce and MS Office within a hybrid work setting requiring on-site presence three days weekly.

Qualifications

• 1+ years of full-time experience in business development, relationship management, strategy coordination, project management or process improvement in a fast-changing environment.
• Working knowledge of sales cycle management, account management and market research is preferred.

Responsibilities

• Provide scaled account management support to Account Managers across the Latin America portfolio.
• Facilitate onboarding for Partners, prepare meeting agendas, documents and presentations.
• Support event-related activities, logistics, and coordination of partner engagements.
• Maintain accurate account data in CRM systems and collaborate with Finance, Operations and Industry teams.

Skills

Account management

Relationship management

Sales cycle

Market research

Project coordination

Education

Bachelor's degree

Tools

Salesforce

CRM systems

MS Office

Job description

Please Note: This role requires the ability to work on site 3 days per week per company policy.The World Economic Forum, committed to improving the state of the world, is the international organization for public-private cooperation.The Forum engages the foremost political, business and other leaders of society to shape global, regional and industry agendas.Why we are recruitingAs a partnership organization and through the Business Engagement teams, the World Economic Forum engages the private sector to address industry, regional and systemic issues. Partners benefit from and contribute to the global knowledge base through working closely with the Forum to set the intellectual agenda of Forum gatherings, drive the insight agenda of its publications and steer the impact of its initiatives.Structured geographically, the Regional Business Team is responsible for building and managing the world’s premier communities of business executives.We are seeking an Account Analyst to work across the Latin America portfolio. The role combines (a) day-to-day operational, administrative and partner support to Account Managers, helping the teams manage engagement efficiently and deliver a high-quality partner experience; and (b) support in the coordination and effective operation of the Latin America portfolio including community activities, internal processes, research and records.Reporting Lines and InteractionsThe Account Analyst will interact with the Account Managers within the team, and across multiple teams ranging from Finance, Contract Management to Industry, Centre and Government engagement groups. The person will report to the Head of the team.Main responsibilitiesAccount management support: Provides scaled support to Account Managers in managing their partner portfolios. Examples include facilitating and delivering onboarding for Partners in close collaboration with Account Managers, preparing meeting agendas, documents and presentations, supporting logistics and introducing digital tools to Partners.Event-related support: Track registrations for the full team and provide status overviews; support speaking processes; support agenda building; and collate shortlists of bilateral meetings for the Forum's Chief Business Officer, President, Co-chairs, Managing Directors and other senior leaders.Community coordination: Coordinate and support activities of the Communications & Technology and Media, Entertainment and Sport Industry Communities, including workshops and other activities across Forum events, helping to ensure seamless execution and efficient operations.Data quality and systems management: Maintain accurate account data for the portfolio and industry communities in Forum systems and databases, including Governors and Strategy Officers Communities. Liaise with Business Services to address Salesforce issues and help ensure that CRM and other digital tools are used efficiently across the team.Continuous improvement: Respond to requests in a timely manner, provide administrative support as needed, identify opportunities to streamline team processes and approaches, and contribute to the effective use of current and future digital tools.Success in this role will be measured byOperational performance: Consistent, accurate and self-directed management of Partner engagement activities and Industry Community operations.Data integrity: Tangible improvements in account and community data accuracy, completeness and governance.Business enablement: Proactive problem-solving that enables Account Managers and industry colleagues to focus on strategic engagement and reduces avoidable support requests.Productivity gains: A clear reduction in Account Manager time spent on operational overhead and improved use of CRM and digital tools.Execution discipline: Reliable delivery of partner, community and team operations on time and in line with agreed service levels.Stakeholder impact: Strong, trusted collaboration with Partners, senior stakeholders and internal teams, reflected in the quality of engagement and feedback.Preferred requirements and experienceEducation: Bachelor's degree or equivalent in Business, Economics, Management or another relevant field.Relevant experience: 1+ years of full-time experience in business development, relationship management, strategy coordination, project management or process improvement role in a fast-changing professional environment. Working knowledge of sales cycle management, account management and market research is preferred.Business understanding: Understanding of business and the external environment, with the ability to research company news, strategic priorities and industry developments.Stakeholder management: Ability to build and maintain positive relationships with Partners (accounts), senior executives and their staff, communicate confidently and manage expectations effectively.Organization and delivery: Excellent organizational, project and time management skills, a strong work ethic and high attention to detail, with the ability to manage multiple tasks and assignments simultaneously.Teamwork and adaptability: Agile team player who enjoys working in a highly collaborative, culturally diverse, demanding and rapidly evolving environment.Independence and learning: Responsible, independent and self-driven, with a learning mindset, positive attitude and the ability to identify opportunities for continuous improvement.Digital proficiency: Proficiency in Microsoft Office applications, including Word, PowerPoint and Excel, and Salesforce. Proficiency in working with AI solutions is expected, including knowledge of ChatGPT (or similar platforms) and Slack.Why join us?Join an independent and impartial organization with over 55 years of connecting leaders to make sense of global challenges and move the world forward together.