Lead Account Support

CBRE, Inc.; Rancho Cordova (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

CBRE, Inc. is seeking a Lead Account Support to provide exceptional customer service and drive operational and financial support for one large client or multiple smaller accounts.

You will ensure contractual requirements are delivered and act as a champion for financial systems and cost-saving initiatives. You will coordinate vendors, review invoices, manage billing, and work closely with site teams and head office to ensure accurate quotations and purchase orders.

Qualifications

• Customer service excellence and stakeholder management.
• Strong coordination and vendor onboarding experience.
• Financial and operational process knowledge (invoices, margins, cost centers).
• Ability to gather and analyze data to resolve issues.

Responsibilities

• Respond to client inquiries with prompt, quality service and follow-up to ensure satisfaction.
• Understand account scope and ensure work aligns with contractual requirements.
• Champion financial and operational systems; propose cost-saving initiatives.
• Coordinate and onboard vendors, manage subcontractor paperwork, and track performance.
• Prepare internal/external reports and review invoices for correct cost coding and margins.
• Manage billing processes including quotations, purchase orders, and invoice submissions.
• Collaborate with site teams and head office to ensure accurate quotations and purchase orders.
• Review maintenance invoices and projects per contracts and ensure consistent delivery of outputs.
• Assist in accounts receivable/payable reporting and health and safety compliance documentation.
• Gather data to identify complex issues and recommend procedural improvements.
• Recruit, onboard, and trainAccount Support team as needed and provide training to new hires.
• Set up, manage, and train the account team systems (CMMS) and provide coverage as required.
• Lead by example in alignment with CBRE values.

Job description

About the Role:

As a CBRE Lead Account Support, exceptional customer service is essential. The role will provide operational and financial support to the Account Leader, Finance & Account Support Manager and the account team, supporting 1 large customer account, or multiple smaller accounts, ensuring contractual requirements are delivered.

What You’ll Do:

• Respond to client inquiries and concerns, ensuring prompt and quality service delivery, and conduct follow-ups to ensure customer satisfaction.
• Understand the scope of the customer Account and ensure that all work is carried out accordingly.
• Be a financial and operational systems champion. Propose initiatives to implement cost-saving opportunities in order to achieve customer and financial savings targets.
• Coordinate and onboard vendors for reactive and planned works, and manage sub-Contractor paperwork.
• Track vendor performance utilizing established processes and systems. Prepare reports for internal and external stakeholders.
• Review processed invoices and ensure accurate cost center coding.
• Coordinate the billing application, calculating margins, raising invoices and submitting to clients.
• Work closely with site teams and head office, ensuring accurate processing of quotations and purchase orders.
• Review and approve maintenance billing invoices and projects as per contractual agreements. Ensure consistent delivery of core operational and financial outputs on the account.
• Respond to inquiries on financial reports for Accounts Receivable, Payable, and open Purchase Orders.
• Deliver monthly reporting support on Account and Business Unit Reviews.
• Assist in ensuring compliance with Health & Safety requirements, including HSE reporting and promoting a safe work environment. Maintain QHSE documentation and ensure it is available using company systems.
• Gather and analyze data to identify and resolve complicated, unprecedented issues.
• Recommend enhancements to current procedures and solutions.
• Recruit, onboard & manage the Account Support team (subject to the account requirements).
• Support and provide training to Account Supports on the account and in the broader Business Unit as required.
• Provide account specific training to new hires.
• Set up, manage & train the account team systems, including the CMMS.
• Support the Account Leader as required and provide absence cover.
• Lead by example and model behaviors consistent with CBRE RISE values.

This is not a comprehensive list of job requirements, additional tasks may be included.