Enterprise Account Operations Analyst

City Wide Facility Solutions

United States

À distance

USD 70 000 - 90 000

Plein temps

Il y a 5 jours
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Avantages offerts par ce poste

Medical
Dental
Vision
Basic Life Insurance
Voluntary Life
Short Term Disability

Résumé du poste

City Wide Facility Solutions is seeking an organized Enterprise Account Management support professional in the United States. The role focuses on maintaining CRM accuracy, coordinating work orders, and prioritizing high-value clients and time-sensitive requests.

You will navigate procurement platforms (Ariba, Coupa, ServiceChannel) to keep orders moving, build reports with Excel, Power BI, and CRM data, and analyze trends to flag risks.

Qualifications

  • 2–4 years of experience in customer success, account management support, operations, or business analysis, preferably in a B2B or enterprise service environment.
  • Expert-level Microsoft Excel skills, including VLOOKUPs, pivot tables, and advanced formulas, along with proficiency in Microsoft Office.
  • Experience with CRM platforms (Salesforce or HubSpot) and reporting/visualization tools (Power BI, Tableau, or similar).
  • Strong organizational skills and the ability to manage multiple stakeholders, deadlines, and competing priorities.
  • Clear written and verbal communication skills and ability to turn complex data into useful insights.

Responsabilités

  • Maintain accurate CRM records and coordinate work order updates.
  • Navigate procurement platforms (Ariba, Coupa, ServiceChannel) to move work orders and accounts forward.
  • Build recurring and ad hoc reports using Excel, CRM data, and Power BI.
  • Analyze service issues and account performance to identify trends and risks.
  • Prepare quarterly business review materials with spend, performance, and metrics.
  • Support QBR calls with real-time data and post-call documentation.

Connaissances

Advanced Excel
Data analysis
Report generation
Stakeholder management
Communication
Time management

Formation

High school diploma or GED
Associate degree in business/data analytics or related field

Outils

Salesforce
HubSpot
Power BI
Tableau
SQL
Claude Enterprise

Description du poste

What You’ll Do

Support enterprise accounts by maintaining accurate CRM records, coordinating work order updates, and prioritizing high-revenue clients and time-sensitive requests.

Navigate client procurement and vendor platforms, including Ariba, Coupa, and ServiceChannel, to keep work orders and account activity moving.

Build recurring and ad hoc reports using Excel, CRM data, and Power BI to support account management decisions.

Analyze service complaints, inspection results, and account performance to identify trends, flag risks, and recommend areas for follow-up.

Prepare organized, accurate quarterly business review (QBR) materials, including client spend, service-level performance, and key account metrics.

Support QBR calls for top-revenue accounts through meeting coordination, real-time data support, and post-call documentation.

Track master service agreement terms, renewal dates, price adjustment dates, and other contract milestones for account managers’ review.

Monitor DocuSign submissions, follow up on pending approvals, and maintain complete account documentation and client contact information.

Provide scheduled account updates, triage internal inquiries, and elevate issues to the appropriate account manager or leader.

Coordinate quarterly Loyalty Loop surveys and track schedules, delivery, and responses.

Provide client and operational coverage during account manager vacations, escalating decisions when needed.

Identify opportunities to improve reporting, automate routine tasks, and strengthen team processes.

What Success Looks Like

You’ll succeed by delivering accurate reports on time, keeping account information current, preparing thorough QBR materials, and identifying service issues before they become larger problems. Your responsiveness, sound judgment, and dependable support will help the Enterprise Account Management team stay informed and prepared.

Requirements
What You Bring

2–4 years of experience in customer success, account management support, operations, or business analysis, preferably in a B2B or enterprise service environment.

High school diploma or GED required; an associate degree in business, data analytics, or a related field preferred.

Expert-level Microsoft Excel skills, including VLOOKUPs, pivot tables, and advanced formulas, along with proficiency in Microsoft Office.

Experience with CRM platforms such as Salesforce or HubSpot and reporting or visualization tools such as Power BI, Tableau, or similar systems.

Strong organizational skills and the ability to manage multiple stakeholders, deadlines, and competing priorities.

Clear written and verbal communication skills, including the ability to turn complex data into useful insights.

Exceptional attention to detail and a commitment to accurate records, reliable reporting, and timely follow-through.

Confidence working with senior account managers and leadership, including the ability to ask questions, flag concerns, and push back professionally.

A proactive, curious approach to problem-solving and a willingness to handle both detailed administrative work and broader analytical projects.

Experience with third-party procurement platforms, SQL, and AI-assisted reporting or automation tools such as Claude Enterprise is a plus.

Benefits

City Wide Facility Solutions offers a competitive compensation and benefits, including Medical, Dental, Vision, Basic Life, Voluntary Life, Accident, Critical Illness, Short Term Disability.

More on City Wide...

City Wide Facility Solutions is a fast-growing company with over 100 franchise locations across the United States and Canada. Founded in 1961, City Wide Facility Solutions is the largest management company in the building maintenance industry. We have over 60 years in the business and continue to experience high growth and profitability across our franchise businesses. Our culture supports the company’s Mission to create a Ripple Effect by positively impacting the people and communities they serve. Read more about City Wide at

Sounds like your next step?

City Wide is an Equal Opportunity Employer.

Meet the team
City Wide Facility Solutions

City Wide Facility Solutions is an enterprise facility management and service provider that serves large B2B clients through comprehensive facility solutions. The company manages complex, high-revenue customer accounts and coordinates work orders across multiple client procurement platforms including Ariba, Coupa, and ServiceChannel. They focus on delivering service excellence to enterprise clients, tracking service-level performance, and maintaining long-term strategic partnerships through structured account management and quarterly business reviews.

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