Enterprise Account Operations Analyst

United StatesFull-TimeMiddle

Salary not disclosed

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Job Details

Experience: 2–4 years of experience in customer success, account management support, operations, or business analysis
Required Skills: Microsoft Power BISalesforceTableauMicrosoft ExcelMicrosoft OfficeHubSpot

Have 2–4 years of experience in customer success, account management support, operations, or business analysis.
Have a high school diploma or GED; an associate degree in business, data analytics, or a related field is preferred.
Demonstrate expert-level Microsoft Excel skills, including VLOOKUPs, pivot tables, and advanced formulas.
Be proficient with Microsoft Office.
Have experience with CRM platforms such as Salesforce or HubSpot.
Have experience with reporting or visualization tools such as Power BI, Tableau, or similar systems.
Demonstrate strong organizational skills and the ability to manage multiple stakeholders, deadlines, and priorities.
Communicate clearly in writing and verbally, including translating complex data into useful insights.
Show attention to detail and the ability to maintain accurate records, reliable reporting, and timely follow-through.
Be confident working with senior account managers and leadership, asking questions, flagging concerns, and pushing back professionally.
Bring a proactive, curious approach to problem-solving and handle both administrative work and analytical projects.
Experience with third-party procurement platforms, SQL, and AI-assisted reporting or automation tools such as Claude Enterprise is a plus.

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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