- Maintain accurate CRM records and coordinate work order updates for enterprise accounts.
- Navigate client procurement and vendor platforms, including Ariba, Coupa, and ServiceChannel.
- Build recurring and ad hoc reports using Excel, CRM data, and Power BI.
- Analyze service complaints, inspection results, and account performance to identify trends and risks.
- Prepare quarterly business review materials covering client spend, service-level performance, and account metrics.
- Coordinate QBR calls and provide real-time data support and post-call documentation.
- Track master service agreement terms, renewal dates, price adjustment dates, and contract milestones.
- Monitor DocuSign submissions, follow up on pending approvals, and maintain account documentation.
- Coordinate scheduled account updates, triage inquiries, escalate issues, and provide account coverage during vacations.
- Coordinate quarterly Loyalty Loop surveys and identify opportunities to improve reporting and automate routine tasks.
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