Working under limited direction, provides analytics and coordination for the Client Care department and/or account team. Coordinates and provides analytics as requested for business scorecards, internal metrics, and client information. Coordinates client events, meetings and information enabling the department and/or account team to meet objectives in an effective and efficient manner. Coordinates and prepares detailed materials for internal and external meetings. May include some client-facing activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Transforms client information, quantitative and qualitative, from multiple sources, including meeting notes, acct team meetings, news sources, CRM systems, into actionable intelligence.
Collects, aggregates, and performs gap analysis on a variety of business, financial, and client and statistical information as needed to respond to management and client requests. Coordinates work with other departments and adds commentary to complete analysis reports and proposals.
Acts as a liaison with Client Care team members and other internal teams to share and verify financial and performance related client information.
Maintains critical client and business information such as snapshots, full views, client plans, activity maps and client org structure/bios.
Responsible for providing support to account management by proactively tracking activities, stakeholder engagement and follow-up and follow through of critical activities and action items to ensure completion.
Organizes and prepares for internal and external meetings, including the creation of presentation materials, scorecards, and metrics. May attend some of these meetings.
Manages client meeting schedules and briefing packs for business leaders.
Supports internal communications such as weekly newsflash and online campaigns.
Supports Client Care events and thought leadership workshops.
Performs other duties as assigned.
No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to coworkers. May lead project teams and/or plan and supervise assignments of lower level employees.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor's Degree (BA/BS) or equivalent from four-year college or university plus a minimum of 5 years related work experience to include budgeting, finance and or business analytics; or equivalent combination of education and experience.
Account servicing experience in professional services, a distinct advantage.
CERTIFICATES and/or LICENSES
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.
Requires advanced knowledge of business, financial, and client terms and principles. Ability to calculate intermediate figures such as percentages and metrics. Conducts advanced financial analysis.
Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.
OTHER SKILLS and/or ABILITIES
Ability to synthesize information from multiple sources and identify critical intelligence.
High level of enthusiasm, flexibility, and creativity
Outstanding organizational skills and exemplary attention to detail.
SCOPE OF RESPONSIBILITY
Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.
Equal Opportunity and Affirmative Action Employer
Women/Minorities/Persons with Disabilities/US Veterans
Location/Region: Chicago, IL