Strategic Account Support Lead

CBRE, Inc.; 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

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.