Enterprise Account Operations Analyst

Virtual Vocations Inc · Workfromhome, United States

Supporting the Enterprise Account Management team, the full-time remote Enterprise Account Operations Analyst will manage reporting, coordinate account updates, and prepare quarterly business review materials while ensuring accurate CRM records and identifying service trends. Key responsibilities Maintain accurate CRM records and prioritize high-revenue clients and time-sensitive requests Build recurring and ad hoc reports using Excel and Power BI to support account management decisions Prepare organized quarterly business review materials and provide real-time data support during QBR calls Required qualifications 2-4 years of experience in customer success, account management support, operations, or business analysis in a B2B environment High school diploma or GED required; an associate degree in business or data analytics preferred Expert-level Microsoft Excel skills, including VLOOKUPs and pivot tables, along with proficiency in Microsoft Office Experience with CRM platforms such as Salesforce or HubSpot and reporting tools like Power BI Strong organizational skills with the ability to manage multiple stakeholders and deadlines