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Enterprise Account Operations Analyst
City Wide Facility Solutions Jacksonville. Maintain accurate CRM records and coordinate work order updates for enterprise accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM management, advanced Excel reporting, and effective communication with stakeholders. Capable of analyzing data to drive insights and improve operational processes in a B2B service environment.
Highest-signal resume keywords
Expert-Level Microsoft Excel SkillsCRM Platform Experience (Salesforce, HubSpot)Reporting and Visualization Tools (Power BI, Tableau)Strong Organizational SkillsClear Written and Verbal Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisVLOOKUPPivot TablesAdvanced FormulasReportingBusiness AnalysisAccount Management SupportSQLAutomation ToolsProcurement Platforms
Soft Skills
Attention to DetailProactive Problem-SolvingStakeholder ManagementCuriosityProfessional Communication
Tools & Technologies
Microsoft OfficePower BITableauAribaCoupaServiceChannelDocuSign
Certifications & Qualifications
High School DiplomaGED
Industry Keywords
Customer SuccessB2BEnterprise ServiceAccount PerformanceService-Level Performance
Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Maintain accurate CRM records and coordinate work order updates for enterprise accounts
- Navigate 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
- Analyze service complaints, inspection results, and account performance to identify trends and risks
- Prepare quarterly business review materials covering client spend, service-level performance, and key account metrics
- Support QBR calls through meeting coordination, real-time data support, and post-call documentation
- Track master service agreement terms, renewal dates, price adjustment dates, and contract milestones
- Monitor DocuSign submissions and maintain account documentation and client contact information
- Provide scheduled account updates, triage inquiries, and escalate issues appropriately
- Coordinate quarterly Loyalty Loop surveys and track schedules, delivery, and responses
- Provide client and operational coverage during account manager vacations
- Identify opportunities to improve reporting, automate routine tasks, and strengthen team processes
- Report to the Director of Enterprise Account Management
Requirements
What you’ll need- 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
- Expert-level Microsoft Excel skills, including VLOOKUPs, pivot tables, and advanced formulas
- Proficiency in Microsoft Office
- Experience with CRM platforms such as Salesforce or HubSpot
- Experience with reporting or visualization tools such as Power BI, Tableau, or similar systems
- Strong organizational skills and ability to manage multiple stakeholders, deadlines, and competing priorities
- Clear written and verbal communication skills, including ability to turn complex data into useful insights
- Exceptional attention to detail and commitment to accurate records, reliable reporting, and timely follow-through
- Confidence working with senior account managers and leadership, including ability to ask questions, flag concerns, and push back professionally
- Proactive, curious approach to problem-solving and willingness to handle 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
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Basic Life insurance
- Voluntary Life insurance
- Accident insurance
- Critical Illness insurance
- Short Term Disability insurance