Source description
About the role
Key Responsibilities
About the Role
Own data analytics, value-impact storytelling, dashboarding, and deal operations for 1–2 strategic global accounts. This is a builder role — someone who can independently turn raw account data into decision-ready insights and customer-facing value narratives, using modern AI tools to work faster and smarter, not just maintain trackers. Key Responsibilities Value & Impact Reporting • Build account-level value-impact reports/dashboards that quantify ROI, usage adoption, and business outcomes delivered to the client • Translate raw product/usage/sales data into a compelling narrative for QBRs and renewal conversations • Use AI tools (ChatGPT/Claude, Copilot, AI-native BI features) to accelerate analysis, drafting, and insight generation Analytics & Dashboarding • Design and own dashboards (Power BI/Tableau/Looker Studio) — not just consume them • Pull and model data from CRM, product usage logs, and finance systems; build repeatable pipelines, not one-off pulls • Identify trends, risks, and expansion signals proactively from data Deal Operations • Own deal trackers, pricing/discount workflows, contract and renewal timelines end-to-end • Run deal desk coordination across finance, legal, and product • Maintain CRM hygiene and process discipline Coordination & Account Support • Be the operational backbone for the account lead — own follow-ups, account documentation, RFP data inputs • Prep and sometimes help present in account review calls
FieldAssistGlobal Account Management — Hiring
Skills & Competencies
• Advanced dashboarding: Power BI/Tableau/Looker Studio — building from scratch, not just templates • AI fluency: hands-on, regular use of AI tools for analysis, report drafting, summarization — should be able to show examples • SQL: working proficiency to pull/join/clean data independently • Advanced Excel/GSheets: formulas, pivot tables, basic modeling • CRM: Salesforce/HubSpot/Zoho — admin-level comfort preferred • Strong narrative/storytelling skills: can write a “so what” insight, not just a chart • Stakeholder management: across account leads, finance, legal, product • High ownership: comfortable operating independently with minimal hand-holding
Experience Profile • 3–5 years in business/sales analytics, deal desk, revenue operations, or account/customer success operations • Proven track record of building dashboards/reports used in real business decisions (portfolio or examples expected) • Demonstrated use of AI tools in actual work — not just casual awareness • B2B/SaaS/enterprise account experience strongly preferred • Bachelor's required; MBA or analytics certification a plus Success Metrics — First 6 Months • Value-impact report framework built and adopted for the account(s) • Dashboards reduce manual reporting time by [X]% • Demonstrated use of AI tooling to speed up turnaround on reports/analysis • Account lead rates them as a trusted operating partner, not just support staff Compensation
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