Analyst Account Management - US Based Remote

Realogy; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Realogy is seeking a data-driven professional to create ad hoc reports, analyze client data, and deliver executive summaries that inform management and clients. The role supports Account Management, client billing, and project initiatives, driving accuracy and efficiency across data retrieval and reporting processes.

Responsibilities include maintaining client data, auditing policies, resolving billing inquiries, and contributing to quarterly business reviews with insightful storytelling and

Qualifications

• Bachelor's degree strongly preferred with 5+ years of related business experience including GTM client services and/or financial operations
• Proficiency with Excel, data analytics, Cognos

Responsibilities

• Create ad hoc reports of client ready data for internal customers on volume, costs, revisions, and more
• Compile and analyze data and draft client ready summaries to assist management in providing client insights
• Create and share best practices in data retrieval and analysis and document all reports
• Manage ongoing reports for Account Management as needed
• Develop and maintain quarterly client dashboards highlighting program metrics, trends, performance indicators, and financial results
• Prepare and co-deliver client-facing quarterly and annual business reviews; transform data into clear insights, executive summaries, trends, and recommendations
• Maintain client data integrity and update the system with missing data items, contacts, division creation, etc.
• Provide policy support including edits, resolution of stuck files, and multi-step policy audits; provide feedback to Account Managers
• Assist File Set Up in resolving stuck customer files
• Work with Accounting and suppliers to resolve supplier payment escalations and conduct invoice audits
• Receive and respond to billing research requests with timely resolutions; investigate disputes and provide client-ready responses
• Partner with internal accounting teams to resolve billing escalations and provide backup
• Monitor unbilled and aging reports for missing data and ensure billing compliance
• Review vendor invoices for payment and assist in fee adjustments and adjustments
• Participate in cross-functional projects; propose improvements and automation ideas
• Create and distribute Best Practice communications such as videos, trainings, newsletters, and tutorials
• Suggest innovations and efficiencies; champion robotics process automation

Skills

Data analytics

Education

Bachelor's Degree

Tools

Excel

Cognos

Job description

Reporting:

• Create Ad hoc reports of client ready data for internal customers on everything from volume, to costs, to revisions and more.


• Compile and analyze data and draft client ready summaries in order to assist management in providing insight to clients


• Create and share best practices and efficiencies in data retrieval and analysis and ensure proper documentation of all reports.


• Manage ongoing reports for Account Management, as needed.


• Develop and maintain quarterly client dashboards highlighting key program metrics, trends, performance indicators, and financial results.


• Prepare and co-deliver client-facing quarterly and annual business review Power Point presentations, transforming complex data into clear, actionable insights through analysis, executive summaries, trend identification, and compelling storytelling that highlights program performance, key achievements, opportunities, and strategic recommendations.

Account Management Support:

• Maintain client data integrity and update the system as necessary (i.e., missing data items, client contacts, division creation, etc.)


• Provide Client Policy Support such as edits, stuck file resolution, and conduct multi-step policy audits providing feedback to Account Managers and suggest edits


• Assist File Set Up in the resolution of stuck Customer files.


• Work with Accounting and client directed suppliers to resolve supplier payment escalations and conduct supplier invoice audits

Client Billing Support:

• Receive and respond to billing research requests from across Cartus globally with timely and thorough resolutions.


• Research and resolve client invoice inquiries and disputes and provide client ready responses.


• Partner with internal accounting teams, and other support teams to resolve client billing escalations, provide billing backup


• Monitor unbilled and aging reports for missing data, files on billing hold, and compliance to client requirements in order to resolve issues and provide timely and accurate billing to clients.


• Research, complete, and obtain necessary approvals and signatures for fee adjustments, invoice voids, write offs, and revenue adjustments. Follow up to ensure they are completed timely and accurately. Ensure corrective action is executed.


• Monitor accounts receivable and support Account Management’s efforts in driving timely client payment.


• Provide backup and coverage to other Analysts to support entire client base.


• Conduct audits of vendor invoices for payment.

Projects:

• Participate in cross-functional team projects; provide consulting, best practice sharing, and process creation recommendations.


• Suggest innovation and create efficiencies such as Robotics process automation.


• Create and distribute Best Practice Communications such as videos, trainings, newsletters, and tutorials.

QUALIFICATIONS:

• Bachelor's Degree is strongly preferred


• 5+ years of related business experience (Relocation required, GTM client services and/or financial operations required)


• Proficiency with Excel, data analytics, Cognos

DESIREDCHARACTERISTICS

• Execution: Takes action to keep work on or ahead of schedule - is proactive


• Execution: Operates confidently with minimal supervision and responds positively when it is provided


• Execution: Seeks out and seizes opportunities to exceed expectations


• Problem solving and troubleshooting

Collaboration

• Demonstrates the desire for the team to succeed, and actively contributes ideas and energy to help


• Raises and works through disagreements without damaging relationships; does not allow or encourage issues to fester


• Actively sustains working relationships within their team and with other teams; demonstrates understanding of how their own actions impact others

Innovation:

• Actively seeks ways to work more efficiently (more output per unit of effort)


• Actively seeks ways to work more effectively (added value)


• Courageously tackles new challenges and “breaks new ground”