Account Analyst, Financial Services

World Economic Forum LLC; New York (NY); Híbrido; USD 80.000 - 85.000; Jornada completa

Descripción de la vacante

The World Economic Forum in New York is seeking an Account Analyst to support Account Managers, improve partner engagement, and ensure data quality across Forum activities. This on-site role requires being in the office three days per week, reflecting company policy.

You will handle onboarding, event logistics, contract and invoice management, and day-to-day operations while collaborating with Finance, Sales, and regional teams to deliver high-quality partner experiences.

Formación

• Bachelor’s degree (or equivalent) in business or related field.
• 1+ years of full-time experience in business development or relationship management.
• Experience in sales cycle management, account management, or market research.
• Ability to build positive relationships with partners.
• Strong organizational, project and time-management skills.

Responsabilidades

• Onboard Partners with Account Managers and prepare meetings.
• Coordinate logistics; introduce digital tools to partners.
• Track registrations and support event queries; manage nominations and bilateral meetings.
• Maintain accurate account data; liaise with Finance; address Salesforce issues.
• Support team operations and plan special projects; monitor timelines and policy changes.

Conocimientos

Sales cycle management

Account management

Relationship building

Organizational skills

Verbal communication

Agile teamwork

Self-motivation

Learning mindset

Educación

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

Herramientas

MS Office

Salesforce

CRM tools

ChatGPT

Slack

Descripción del empleo

Please Note: This role requires the ability to work on site 3 days per week per company policy. The salary range for this role is $80,000-85,0000 in New York.

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. The Global Industries Team is responsible for building and managing the Forum global Industry Communities and for the strategic engagement of Forum Partners from North America and Europe across Industry Communities, the Forum Centres and our Forum events.

Job Overview

We are currently seeking an Account Analyst who will be tasked with supporting Account Managers to enhance engagement with Partner organizations and improve partner experience across Forum activities. The Account Analyst will focus on business engagement operations, facilitating efficient day-to-day business administration with a strong focus on operational excellence and data quality.

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 Director, Financial Services Industries.

Main responsibilities

• Account management support: Facilitate and deliver onboarding for Partners in close collaboration with Account Managers - prepare an agenda for the meeting; coordinate internally with relevant teams; prepare relevant documents/presentations; support with logistics; and when appropriate onboard/introduce digital tools to partners.
• Event related support: Track registrations for the full team and provide overview on status; support registration and event related queries on logistics from partners; conduct first level of account checks before handing over to the Account Manager; collate nominations from Account Managers for select communities; collate shortlist of bilateral meetings from Account Managers on the team for the Forum’s Chief Business Officer, President and Co-chairs and other Managing Directors, schedule bilateral meetings and build briefing documents (with supervision of Account Managers and Head of Region).
• Data quality management: Maintain accurate account data for the portfolio, liaise with Business Services to address Salesforce issues; ensure digital tools are being efficiently deployed within the team.
• Contract and invoice management: accurate and timely contract management in compliance with internal policies and procedures; liaise with Finance and Accounts Receivables team to reduce errors in billing automation processes, implying minimal intervention from Account Managers; manage invoice delivery, corrections, track overdue invoices, work with Account Managers to identify action to be taken to reduce receivables.
• Day-to-day operational and administrative support: the Account Associate will be responsible for the operational efficiency of the team - manage operations for team meetings; support the planning and execution of special projects, including top Forum leadership; track timelines and milestones to deliver on the team’s objectives, using the appropriate CRM and operational tools and processes; closely monitor and evaluate key industry developments, media reports and policy changes that impact the larger ecosystem.

Success in this role will be measured by:

• Operational performance: Consistent, accurate, and self-directed management of partner engagement activities
• Data integrity: Tangible improvements in data accuracy and governance
• Business enablement: Proactive problem-solving leading to fewer support requests from business teams
• Productivity gains: Clear reduction in Account Manager time spent on operational overhead
• Execution discipline: Reliable delivery of team operations on time and in line with agreed SLAs
• Stakeholder impact: Strong, trusted collaboration with stakeholders, reflected in quality of engagement and feedback

Preferred Requirements and Experience

• Bachelor’s degree (or equivalent) in Business, Economics, Management or another relevant field.
• 1+ years of full-time experience in a business development or relationship management role in a fast-changing professional environment preferred.
• Working knowledge and experience of sales cycle management, account management, or market research is a must.
• Ability to build and maintain positive relationship with partners that enable the Forum to drive new business opportunities
• Excellent organizational, project and time management skills, a strong work ethic, and high attention to detail.
• Excellent verbal communication skills, including the ability to communicate with and manage expectations of senior stakeholders
• Agile team player who enjoys working in a highly collaborative, culturally diverse, fast-paced, and rapidly evolving environment.
• Responsible, independent, and self-driven with a learning mindset and a positive attitude
• Proficient in working with MS Office and Salesforce preferred, experience with other CRM tools a plus.
• Proficiency in working with AI solutions preferred – knowledge of Chat GPT and Slack a plus.

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.

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.

Be part of a global team that brings leaders together through dialogue, to build trust, and turn shared understanding of complex global issues into collective solutions.

Our culture is grounded in care, curiosity and respect, encouraging genuine dialogue and meaningful collaboration.

By investing in trust and understanding, we create an environment where everyone can contribute fully to our shared mission.

Work in an environment that values shared learning, diverse perspectives, and real-world collaboration, helping you grow through challenge, not routine.

At the Forum, every role contributes to global progress.

We advance together and help our partners shape solutions that make a lasting impact.