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
