Senior Account Support Lead | Finance & Ops Champion

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

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.