Lead Account Support

CBRE; Rancho Cordova (CA); On-site; USD 71,000 - 95,000; Full time

Job summary

CBRE is seeking a Lead Account Support to deliver exceptional customer service while providing operational and financial support to the Account Leader and team. The role covers one large account or multiple smaller accounts, ensuring compliance with contractual requirements and efficient service delivery.

Key duties include handling inquiries, managing invoices, onboarding vendors, tracking performance, and delivering monthly account and BU reports.

Qualifications

• Requires High School Diploma or GED with 3–4 years of related experience.
• Advanced knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) is required.
• Ability to evaluate and communicate complex information concisely and logically.
• Understanding of processes, procedures, systems and concepts within own job function.

Responsibilities

• Respond to client inquiries and concerns, ensuring prompt and quality service delivery and follow-ups for satisfaction.
• Understand the account scope and ensure work aligns with it.
• Propose cost-saving initiatives to meet financial savings targets.
• Coordinate onboarding of vendors and manage sub-contractor paperwork.
• Track vendor performance and prepare reports for stakeholders.
• Review invoices and ensure accurate cost center coding.
• Coordinate billing app, calculate margins, raise invoices and submit to clients.
• Work with site teams and head office on quotations and purchase orders.
• Review and approve maintenance invoices and projects per contracts.
• Provide monthly reporting support on Account and BU reviews.
• Support Health & Safety requirements and maintain QHSE docs.

Skills

Customer service

Organizational skills

Analytical skills

MS Office

Education

High School Diploma or GED

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.

What You’ll Need

• Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• High School Diploma or GED with 3-4 years of job-related experience.
• A comprehensive understanding of a range of processes, procedures, systems, and concepts within own job function is required.
• Ability to evaluate and communicate unusual and/or complex content in a concise and logical way.
• Advanced knowledge of Microsoft Office products. including Word, Excel, Outlook, PowerPoint etc.
• Organizational skills with an advanced inquisitive mindset.
• Advanced math skills. Ability to calculate advanced figures such as percentages, discounts and markups.

Why CBRE?

We lead by example, guided by the needs of the cities we inhabit, the communities we build, and the world we live in. The more perspectives we have, the more dimensions we’re able to see. A culture of respect, integrity, service, and excellence shapes our approach to every opportunity. Our competitive and comprehensive benefits program was designed to make sure you feel valued with benefits that support the mental, physical, emotional, and financial health of you and your family. Maintain your career momentum with the best tools and training in the industry. You’ll have everything you need to thrive in your role: challenging work, dedication to results, fast-paced assignments, and a culture of constant learning.

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. CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the Lead Account Support position is $70,500 annually and the maximum salary for the Lead Account Support position is $95,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience.

Equal Employment Opportunity

CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations

CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [e-mail] or via telephone at [phone] (U.S.) and [phone] (Canada).