企业账户运营分析师
Enterprise Account Operations Analyst
你是一个分析问题解决者，喜欢将数据转化为可行的见解吗？你是否擅长组织复杂的账户，发现服务趋势，帮助团队领先于客户需求？City Wide 正在寻找一个企业帐户运营分析师来支持我们的企业账户管理团队。在这个远程角色中，你将连接数据，系统和日常运作，以便会计经理可以专注于加强客户关系并推动增长。向企业账号管理总监报告时，你将管理报告，协调账户更新，准备每季度的商务审查材料，识别需要关注的问题。这一职位是理想的，可以结合先进的 Excel 技能和强大的沟通，倡议和跟踪。你会做什么 · 通过保持准确的 CRM 记录，协调工作订单更新以及优先考虑高收入客户和时间敏感请求来支持企业账户。· 在 Ariba,Coupa 和 ServiceChannel 等客户采购和供应商平台上导航，以保持工作订单和帐户活动的流动。· 使用 Excel,CRM 数据和 Power BI 构建反复性和临时报告来支持帐户管理决策。·分析服务投诉，检查结果和账户绩效以确定趋势，标志风险并推后续领域。· 准备有组织的，精确的季度业务复盘 (QBR) 材料，包括客户支出，服务水平表现和关键帐户指标。·通过会议协调，实时数据支持和呼叫后文件来支持 QBR 呼吁最高收入账户。· 追踪主服务协议条款，更新日期，价格调整日期和其他合同里程碑。· 对账户管理员进行评估。·监测 DocuSign 提交，跟踪未经批准的账户记录，维护完整的账户文档和客户联系信息。· 提供定期的账户更新，对内部查询进行分类并向适当的帐户管理员或领导者提出问题。·协调季度一次性忠诚循环调查，跟踪时间表，交付和响应。· 在账户管理人员假期期间为客户和运营提供覆盖，在需要时增加决策。·确定改善报告的机会，自动化常规任务，加强团队流程。
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Are you an analytical problem-solver who enjoys turning data into actionable insights? Do you thrive on keeping complex accounts organized, spotting service trends, and helping a team stay ahead of client needs?
City Wide is seeking an Enterprise Account Operations Analyst to support our Enterprise Account Management team. In this remote role, you’ll connect data, systems, and day-to-day operations so account managers can focus on strengthening client relationships and driving growth.
Reporting to the Director of Enterprise Account Management, you’ll manage reporting, coordinate account updates, prepare quarterly business review materials, and identify issues that need attention. This role is ideal for someone who combines advanced Excel skills with strong communication, initiative, and follow-through.
What You’ll Do
- Support enterprise accounts by maintaining accurate CRM records, coordinating work order updates, and prioritizing high-revenue clients and time-sensitive requests.
- Navigate client procurement and vendor platforms, including Ariba, Coupa, and ServiceChannel, to keep work orders and account activity moving.
- Build recurring and ad hoc reports using Excel, CRM data, and Power BI to support account management decisions.
- Analyze service complaints, inspection results, and account performance to identify trends, flag risks, and recommend areas for follow-up.
- Prepare organized, accurate quarterly business review (QBR) materials, including client spend, service-level performance, and key account metrics.
- Support QBR calls for top-revenue accounts through meeting coordination, real-time data support, and post-call documentation.
- Track master service agreement terms, renewal dates, price adjustment dates, and other contract milestones for account managers’ review.
- Monitor DocuSign submissions, follow up on pending approvals, and maintain complete account documentation and client contact information.
- Provide scheduled account updates, triage internal inquiries, and escalate issues to the appropriate account manager or leader.
- Coordinate quarterly Loyalty Loop surveys and track schedules, delivery, and responses.
- Provide client and operational coverage during account manager vacations, escalating decisions when needed.
- Identify opportunities to improve reporting, automate routine tasks, and strengthen team processes.
What Success Looks Like
You’ll succeed by delivering accurate reports on time, keeping account information current, preparing thorough QBR materials, and identifying service issues before they become larger problems. Your responsiveness, sound judgment, and dependable support will help the Enterprise Account Management team stay informed and prepared.
Requirements
What You Bring
- 2–4 years of experience in customer success, account management support, operations, or business analysis, preferably in a B2B or enterprise service environment.
- High school diploma or GED required; an associate degree in business, data analytics, or a related field preferred.
- Expert-level Microsoft Excel skills, including VLOOKUPs, pivot tables, and advanced formulas, along with proficiency in Microsoft Office.
- Experience with CRM platforms such as Salesforce or HubSpot and reporting or visualization tools such as Power BI, Tableau, or similar systems.
- Strong organizational skills and the ability to manage multiple stakeholders, deadlines, and competing priorities.
- Clear written and verbal communication skills, including the ability to turn complex data into useful insights.
- Exceptional attention to detail and a commitment to accurate records, reliable reporting, and timely follow-through.
- Confidence working with senior account managers and leadership, including the ability to ask questions, flag concerns, and push back professionally.
- A proactive, curious approach to problem-solving and a willingness to handle both detailed administrative work and broader analytical projects.
- Experience with third-party procurement platforms, SQL, and AI-assisted reporting or automation tools such as Claude Enterprise is a plus.
- Benefits
- City Wide Facility Solutions offers a competitive compensation and benefits, including Medical, Dental, Vision, Basic Life, Voluntary Life, Accident, Critical Illness, Short Term Disability.
- More on City Wide...
- City Wide Facility Solutions is a fast-growing company with over 100 franchise locations across the United States and Canada. Founded in 1961, City Wide Facility Solutions is the largest management company in the building maintenance industry. We have over 60 years in the business and continue to experience high growth and profitability across our franchise businesses. Our culture supports the company’s Mission to create a Ripple Effect by positively impacting the people and communities they serve. Read more about City Wide at
- City Wide is an Equal Opportunity Employer.
- Originally posted on Himalayas