Account Analyst, Financial Services

The Account Analyst supports Account Managers to enhance engagement with Partner organizations and improve partner experience across Forum activities. The role focuses on business engagement operations, facilitating efficient day-to-day business administration with a strong focus on operational excellence and data quality.

Responsibilities

• Facilitate and deliver onboarding for Partners in close collaboration with Account Managers - prepare an agenda for the meeting; coordinate internally with relevant teams; prepare relevant documents/presentations; support with logistics; and when appropriate onboard/introduce digital tools to partners.
• Track registrations for the full team and provide overview on status; support registration and event related queries on logistics from partners; conduct first level of account checks before handing over to the Account Manager; collate nominations from Account Managers for select communities; collate shortlist of bilateral meetings from Account Managers on the team for the Forum’s Chief Business Officer, President and Co-chairs and other Managing Directors, schedule bilateral meetings and build briefing documents (with supervision of Account Managers and Head of Region).
• Maintain accurate account data for the portfolio, liaise with Business Services to address Salesforce issues; ensure digital tools are being efficiently deployed within the team.
• Accurate and timely contract management in compliance with internal policies and procedures; liaise with Finance and Accounts Receivables team to reduce errors in billing automation processes, implying minimal intervention from Account Managers; manage invoice delivery, corrections, track overdue invoices, work with Account Managers to identify action to be taken to reduce receivables.
• Manage operations for team meetings; support the planning and execution of special projects, including top Forum leadership; track timelines and milestones to deliver on the team’s objectives, using the appropriate CRM and operational tools and processes; closely monitor and evaluate key industry developments, media reports and policy changes that impact the larger ecosystem.

Requirements

• Bachelor’s degree (or equivalent) in Business, Economics, Management or another relevant field.
• 1+ years of full-time experience in a business development or relationship management role in a fast-changing professional environment preferred.
• Working knowledge and experience of sales cycle management, account management, or market research is a must.
• Ability to build and maintain positive relationship with partners that enable the Forum to drive new business opportunities.
• Excellent organizational, project and time management skills, a strong work ethic, and high attention to detail.
• Excellent verbal communication skills, including the ability to communicate with and manage expectations of senior stakeholders.
• Agile team player who enjoys working in a highly collaborative, culturally diverse, fast-paced, and rapidly evolving environment.
• Responsible, independent, and self-driven with a learning mindset and a positive attitude.
• Proficient in working with MS Office and Salesforce preferred, experience with other CRM tools a plus.
• Proficiency in working with AI solutions preferred – knowledge of Chat GPT and Slack a plus.

Skills

• Business Development
• Relationship Management
• Sales Cycle Management
• Account Management
• Market Research
• Project Management
• Time Management
• Stakeholder Communication
• Partner Engagement
• Microsoft Office Suite
• Salesforce
• CRM Tools
• AI Solutions
• ChatGPT)
• Slack

Languages

English