Enterprise Account Operations Analyst

Job Summary

Supporting the Enterprise Account Management team, the full-time remote Enterprise Account Operations Analyst will manage reporting, coordinate account updates, and prepare quarterly business review materials while ensuring accurate CRM records and identifying service trends.

Key responsibilities

• Maintain accurate CRM records and prioritize high-revenue clients and time-sensitive requests
• Build recurring and ad hoc reports using Excel and Power BI to support account management decisions
• Prepare organized quarterly business review materials and provide real-time data support during QBR calls

Required qualifications

• 2-4 years of experience in customer success, account management support, operations, or business analysis in a B2B environment
• High school diploma or GED required; an associate degree in business or data analytics preferred
• Expert-level Microsoft Excel skills, including VLOOKUPs and pivot tables, along with proficiency in Microsoft Office
• Experience with CRM platforms such as Salesforce or HubSpot and reporting tools like Power BI
• Strong organizational skills with the ability to manage multiple stakeholders and deadlines