Account Operations Analyst

Point B is a consulting firm that is trusted by the world’s leading organizations and specializes in business transformation and technology services. We are committed to making an impact for our customers and leveraging technology to unlock human potential.We help accelerate our customers' progress toward meaningful outcomes by bringing together cross-industry expertise, proven process, and transformative technology to activate shared potential.

Our diverse set of experts spans 13 U.S. locations, with international reach via our partnership with Nextcontinent. We're united by our desire to help our customers succeed, wherever they do business. 

Point B has been consistently recognized as one of the best places to work by Fortune® magazine, The Wall Street Journal, Consulting® magazine, BuiltIn, Vault.com®, and many others. 

Firmwide Operations at Point B delivers internal and external results through leadership, process, people, and technology while supporting employees in delivering their best for our customers.

Our operations team includes roles focused on People & Culture, Talent & Executive Talent, Risk & Legal, Finance & Accounting, Travel & Events, Communications & Change Management, IT & Facilities, Business Operations, and Marketing. Working across these disciplines, we create the foundation from which Point B'ers discover and grow their careers. 

The Account Operations Analyst assists Account Operations Managers and Account Leadership teams with many of the administrative aspects of running our client accounts. This includes managing data within CRM/vendor systems, analyzing, and manipulating data, creating dashboards, preparing account financials, managing invoice cycles, and other activities as directed by the Account Leadership teams or in support of the Account Services processes. The Account Operations Analyst will support one or more industries and build strong relationships with the leaders within those accounts and client and internal finance counterparts. This role will support the rhythm of the business and will need to identify risks, opportunities for improvement, and create visibility into account mechanics.

WHAT YOU’LL GET TO DO:

Partners with Account Services and Account Leadership teams to drive client account support functions

Analyzes account sales and financial data, including project level estimates to completion

Manages active project data by ensuring milestones are correct and assignments are up to date

Maintains financial and sales pipeline dashboards and presentations

Deeply understands customer’s business processes (invoicing, SOW, onboarding, etc.) and proactively guides account approach to engage in those to benefit Point B and the Customer

Monitors time and expense compliance

Works with associates and/or ASA to resolve miscoded T&E and flags anomalies for Account Leader

Tracks hours that need to be logged with Business Partner company and system and checks for accuracy

Produces client invoices in partnership with ASA. Reviews and reconciles outstanding invoices and works with account/client to follow up on past due payments

Gains leverage from the firm’s best practices, processes, and knowledge and contributes feedback to refine/improve account services processes

Be a connector and serve as a link across account teams and the firm with knowledge on engagements and/or administrative best practices

Supports team efforts and builds authentic relationships with individuals in work groups and teams

Consistently demonstrates and lives Point B cultural tenets and values

Participates in firm culture activities to connect regularly with other Point Bers (e.g., FW Ops Meetings, Geo Meetings)

Supports activity tracking and business development pursuits with a growth mindset

Maintains data hygiene in Salesforce

Leads customer project schedule management of associates in a 90-120 day view

Ensures sales contribution ratings and project closure activities are completed before its deadline

Maintains and organizes essential data elements that are critical for our predictable performance efforts

Creating and maintaining Teams collaboration sites

WHAT WE OFFER:

An environment that encourages you to identify new opportunities and the support to make it happen

The opportunity to build and be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their work

A comprehensive, flexible Total Rewards program that supports and recognizes each individual’s unique needs and contributions to the firm

The ability to chart your career path based on expertise and passions 

The chance to have a balanced lifestyle by working with local or national clients in a flexible consulting model 

The opportunity to further enable fun and collaborative culture with teams that are as passionate about their communities as they are about their clients 

A comprehensive, flexible Total Rewards program that supports and recognizes each individual's unique needs and contributions to the firm

WHAT WE EXPECT YOU’VE ALREADY DONE:

B.A. or B.S. degree

1-3 years of relevant work experience

Strong quantitative and qualitative analysis skills with high degree of attention to detail 

Experience in a professional business environment preferred

Experience with information analysis preferably with financial or sales data

Experience with using MS Excel with comfort using formulas, pivot tables and lookups

Proficient in all Microsoft Office applications

Experience in, familiarity with, or willingness to dive deep into Salesforce and Microsoft Teams capabilities

THE KIND OF PEOPLE WE LOOK FOR:

Innate problem solvers who want to grow in a flexible, collaborative culture

Those who have a growth mindset regarding training, practice, and evolving their skills

Engaging leaders who make a positive impact on their firm, clients, and communities

Versatile people who thrive on variety and challenge

Successful in ambiguous environments

Desire to and ability to learn

Passion for Point B’s Mission, Vision, Values & Culture

Gets it done brand and attitude

Ability to work from home

Ability to work non-standard work hours as necessary

Ability to travel occasionally for team meetings

COMPENSATION AND BENEFITS:

The estimated salary range for this role is $51,500 - $85,000 USD per year. This salary range is provided as required by local and state law as applicable. Individual salaries vary on a number of factors including but not limited to geography, skills, education, experience and unique qualifications where applicable.

Bonuses are awarded at Point B’s discretion and are based upon individual contributions and overall firm performance.

YOUR OFFICE HOME BASE:

Any Point B Office Location

#LI-PB

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INTRIGUED TO LEARN MORE?

When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like.

WHAT MAKES POINT B DIFFERENT?

Our Founding Purpose and Values of our firm. Be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients 

Employee Ownership – Giving you a voice in directing your career and building our firm 

Benefits – Our comprehensive package includes competitive base pay and an annual bonus, complete health benefits including an option for 100% employer paid premium for medical, vision and dental coverage for employees, ownership shares through our ESOP, self-directed time off and more

Work-Life Balance – A unique culture that recognizes the importance of flexibility and collaboration. Our local and national model empowers you to choose the life you want

Award winning – We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women. Hear more about why people love working at Point B on GlassDoor

Point B is an equal-opportunity employer committed to a diverse workforce. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. You can read more about our commitment to diversity on our website.

Point B is committed to providing equal opportunities for persons with disabilities or religious observances, which includes providing reasonable accommodation for in any individuals with disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team at [email protected] or 206-517-5000 to request and arrange for accommodations through the application and/or recruiting process. If you need assistance to accommodate a disability or religious observance, you may request an accommodation at any time. Please note: This mailbox is only for accommodation requests or questions. Please use the Contact Us form for any recruiting inquires.

Legal Information for Job Seekers can be accessed on our Careers Website.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.