Account Analyst, Latin America

World Economic Forum

Genf

On-site

CHF 75,000 - 110,000

Full time

3 days ago
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Job summary

The World Economic Forum in Geneva seeks an Account Analyst to support Account Managers across the Latin America portfolio, handling onboarding, meeting prep, and partner communications. This on-site role requires 3 days per week in line with company policy and involves coordinating events and internal processes.

You will maintain CRM data, assist with community activities, and help streamline operations using Salesforce, AI tools, and the Forum's digital platforms to deliver a high-quality

Qualifications

  • Bachelor's degree or equivalent in Business, Economics, Management or related field.
  • 1+ years of full-time experience in business development, relationship management, strategy coordination, project management or process improvement.
  • Strong understanding of sales cycle management and account management.
  • Ability to research company news, strategic priorities and industry developments.
  • Excellent stakeholder management and ability to manage expectations.
  • Strong organizational and time-management skills with attention to detail.
  • Proficiency in Microsoft Office and Salesforce; familiarity with AI tools and Slack.

Responsibilities

  • Account management support: assist Account Managers with onboarding Partners, preparing meeting agendas/documents, supporting logistics, and introducing digital tools to Partners.
  • Event-related support: track registrations, support speaking processes, agenda building, and collate shortlists for senior leaders.
  • Community coordination: support activities of the Communications & Technology and Media, Entertainment and Sport Industry Communities across Forum events.
  • Data quality and systems management: maintain accurate account data in Forum systems; liaise with Business Services to address Salesforce issues and ensure CRM tools are used efficiently.
  • Continuous improvement: respond to requests, provide administrative support, identify opportunities to streamline processes and tools.

Skills

Account management
Relationship management
Strategy coordination
Project management
Process improvement
Sales cycle management
Market research
Communication skills

Education

Bachelor's degree in Business, Economics, Management or related field

Tools

Salesforce
Slack
Microsoft 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 recruiting

As 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 Interactions

The 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 Responsibilities
  • Account 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 by
  • Operational 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 Experience
  • Education: 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.

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