Lead Account Support

CBRE; New York (NY); On-site; USD 55,000 - 70,000; Full time

Job summary

CBRE, Inc. is seeking a Lead Account Support to provide advanced customer service and administrative support for a large Business Unit, Facility, or Account. The role sits within Contract Quality Management, ensuring contractual services are delivered per requirements.

The successful candidate will respond to escalated client inquiries, manage work orders, process invoices, and assist with monthly reviews to maximize customer and financial savings.

Qualifications

• High School Diploma or GED is required.
• Established understanding of work routines and standards.
• Intermediate problem-solving skills to review options without supervision.
• Ability to explain detailed information clearly within the team.
• Advanced knowledge of Microsoft Office (Word, Excel, Outlook).
• Strong organizational skills and a curious mindset.
• General math skills including calculating percentages, discounts, and markups.

Responsibilities

• Respond to escalated client inquiries and ensure timely service delivery and follow-up for satisfaction.
• Understand the contract scope and ensure work is carried out accordingly.
• Act as a financial and operational client resource, identifying cost-saving opportunities.
• Create work orders and assign them to technicians, subcontractors, and vendors; generate reports on work orders.
• Review vendor files and ensure accuracy of paperwork; train partners on work orders and billing procedures.
• Process invoices and ensure accurate cost center coding.
• Answer inquiries on financial reports for Accounts Receivable, Payable, and open POs.
• Assist with monthly Contract and Business Unit reviews.

Skills

Problem-solving

Communication

Organizational skills

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery.

In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services, including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.

About the Role:

As a CBRE Lead Account Support, you will provide advanced customer service and administrative support to a large Business Unit, Facility, or Account.

This job is part of the Contract Quality Management job function. They are responsible for managing the delivery of contractual services to ensure requirements are fulfilled.

What You’ll Do:

• Respond to escalated client inquiries and concerns and ensure timely and quality service delivery and follow-up to ensure satisfaction.
• Understand the scope of the contract and make sure that all work is carried out accordingly.
• Act as a financial and operational systems client resource. Assist with efforts to put in place cost-saving opportunities to maximize customer and financial savings targets.
• Create work orders and assign them to technicians, subcontractors, and vendors as needed. Generate complex reports on open and closed work orders and check status with the appropriate technician or vendor.
• Review vendor files and check the accuracy of completed paperwork. Train partners on work orders and billing procedures.
• Process invoices and ensure accurate cost center coding.
• Respond to inquiries on financial reports for Accounts Receivable, Payable, and open POs.
• Assist with the preparation and delivery of monthly Contract and Business Unit reviews.
• Attend on-site inspections and log hazards & customer feedback.
• Identify and help drive the implementation of savings opportunities to ensure customer and financial savings targets are maximized.
• Recognize and solve typical and atypical problems that can occur in own work area without supervisory approval.
• Evaluate and select solutions from established options.
• Impact team through the quality of the services or information provided.
• Follow standardized procedures and practices and receive regular but moderate supervision and guidance.

What You’ll Need:

• High School Diploma or GED with 2-3 years of job-related experience.
• An established understanding of work routines and standards and applying skills and knowledge in a range of processes, procedures, and systems are required.
• Requires intermediate problem-solving skills with the capacity to review and select solutions from available options without supervisory approval.
• Ability to explain detailed and complicated information within the team in a clear and concise manner.
• Advanced knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
• Strong organizational skills with a robust inquisitive mindset.
• General math skills. Ability to calculate advanced figures such as percentages, discounts, and markups. or complicated information within the team.

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.