Enterprise Account Operations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Ensure the accuracy of CRM records and manage work order updates for enterprise clients.

• Utilize Ariba, Coupa, and ServiceChannel to facilitate the flow of work orders and account activities.

• Develop both recurring and ad hoc reports leveraging Excel, CRM data, and Power BI.

• Evaluate service complaints, inspection outcomes, and account performance to detect trends and potential risks.

• Prepare materials for quarterly business reviews, detailing client expenditures, service-level performance, and essential account metrics.

• Assist with QBR calls by coordinating meetings, providing real-time data support, and documenting follow-up actions.

• Monitor terms of master service agreements, renewal dates, pricing adjustments, and contract milestones.

• Oversee DocuSign submissions while maintaining account documentation and client contact details.

• Deliver scheduled account updates, manage inquiries, and escalate issues as needed.

• Organize quarterly Loyalty Loop surveys, tracking schedules, deliveries, and responses.

• Offer client and operational coverage during account manager absences.

• Identify enhancements for reporting, automate routine processes, and improve team workflows.

• Report directly to the Director of Enterprise Account Management.

⛳️ Requirements

• 2–4 years of experience in customer success, account management support, operations, or business analysis, ideally in a B2B or enterprise service setting.

• High school diploma or GED is mandatory.

• Advanced proficiency in Microsoft Excel, including VLOOKUPs, pivot tables, and complex formulas.

• Strong proficiency in Microsoft Office applications.

• Experience with CRM platforms, such as Salesforce or HubSpot.

• Familiarity with reporting or visualization tools like Power BI, Tableau, or similar technologies.

• Excellent organizational capabilities with the ability to juggle multiple stakeholders, deadlines, and competing priorities.

• Strong written and verbal communication skills, with the capacity to convert complex data into actionable insights.

• Remarkable attention to detail and a commitment to maintaining accurate records, dependable reporting, and timely follow-up.

• Confidence in engaging with senior account managers and leadership, with the ability to ask pertinent questions, highlight concerns, and professionally push back when necessary.

• A proactive and inquisitive approach to problem-solving, along with a readiness to undertake detailed administrative duties and broader analytical tasks.

• Experience with third-party procurement platforms, SQL, and AI-assisted reporting or automation tools like Claude Enterprise is advantageous.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Basic Life insurance

• Voluntary Life insurance

• Accident insurance

• Critical Illness insurance

• Short Term Disability insurance