Enterprise Account Operations & Insights 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

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.

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