Summary:
The Administrative Services Associate will support Company by preparing and distributing recurring reports for internal stakeholders, primarily Customer Success Managers (CSMs) and Sales teams. The role is focused on executing predefined reporting requests, managing report queues, and maintaining stakeholder communication. This is not a data analytics role it is a reporting and operations support role centered around Excel-based report preparation.
Responsibilities:
- Prepare and publish recurring reports based on predefined formats and requirements.
- Collect, validate, organize, and present data in Excel according to stakeholder specifications.
- Manage incoming reporting requests through Microsoft Dynamics CRM/ticketing queues.
- Own assigned cases from receipt through report delivery.
- Communicate directly with Customer Success and Sales teams regarding reporting requirements, timelines, and report delivery.
- Track workload, prioritize requests, and ensure timely completion of reports.
- Clarify requirements and escalate questions to the manager when needed.
- Ensure reports meet expected formats and stakeholder requirements before delivery.
Requirements:
Experience in MIS Reporting, Reporting Analyst roles, Operations Reporting, Customer Success support functions, or Sales Operations reporting roles is preferred.
Required Skills:
- Advanced to Intermediate Excel proficiency with strong hands-on experience creating and maintaining reports.
- Experience working with large datasets, formatting reports, and presenting information in predefined templates.
- Strong written and verbal communication skills.
- Ability to collaborate with cross-functional teams, particularly Customer Success and Sales stakeholders.
- Experience managing requests through a CRM or ticketing system. Specific CRM expertise is not required.
Preferred Skills:
- 90% reporting and Excel-focused experience 10% stakeholder communication and coordination.
- Demonstrated experience supporting Sales or Customer Success teams through regular reporting activities.
- Comfortable handling stakeholder conversations related to report requests, timelines, and delivery updates.
- Detail-oriented with strong execution, follow-through, and time management skills.
#AditiConsulting
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