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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail in auditing and maintaining B2A documentation, while effectively managing administrative tasks and supporting cross-functional teams. Proficient in Microsoft Office Suite, Google Workspace, and CRM systems, with a focus on operational compliance and process improvement.
Highest-signal resume keywords
B2A Documentation CreationSalesforce FamiliarityExcel / Google Sheets ProficiencyAnalytical MindsetAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
B2A DocumentationData EntryBasic FormulasFilteringCross-Referencing
Soft Skills
Clear CommunicationTask PrioritizationIndependent Management
Tools & Technologies
Microsoft Office SuiteGoogle WorkspaceCRM Systems
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Customer ServiceAdministrative RoleOperational ScorecardsAudit ProcessesContract Analysis
About the role
Key responsibilities & impact- Create and maintain B2A documentation for new and existing accounts
- Perform structured audits of B2As against active client contracts, scope changes, and deliverable schedules
- Monitor deliverable completion against B2A milestones and flag discrepancies or risks to CSM Leadership
- Organize central repositories, knowledge bases, and CSM tools according to current B2A standards
- Audit recurring administrative tasks across the CSM team, including account health updates, account health scores, and weekly administration
- Identify administrative process gaps and recommend templates, checklists, or procedural improvements
- Maintain weekly and monthly operational scorecards for B2A completion rates and administrative compliance
- Assist CSM team members with ad-hoc administrative tasks and cross-functional handoffs
- Support post-conference dashboard audits and preparation, Salesforce reports and dashboard creation and maintenance, and risk report analysis
- Complete onboarding, learn the B2A framework, assume ownership of B2A creation, run weekly audits, and establish standardized administrative auditing processes
Requirements
What you’ll need- Bachelor’s degree or equivalent professional experience
- 1-2 years of experience in an analytical, customer service, or administrative role
- Proficiency with Microsoft Office Suite and Google Workspace
- Familiarity with CRM systems such as Salesforce is a plus
- Strong Excel / Google Sheets skills, including data entry, basic formulas, filtering, and cross-referencing
- Exceptional attention to detail for auditing documentation and data
- Analytical mindset; ability to read contracts or agreements and map them to internal operational tasks
- Clear, concise written and verbal communication skills
- Ability to prioritize tasks, meet recurring audit deadlines, and manage competing priorities independently
- Ability to travel 30%, including possible weekend travel
Benefits
Comp & perks- Competitive salaries
- Competitive benefits
- 401k
- Generous PTO
- Team building activities
