Account Management Analyst 1

We are seeking an Account Management Analyst to join our team. This role supports Account Managers by managing renewals, recurring services, and technology subscriptions, ensuring seamless client experiences and long-term satisfaction. You'll collaborate with internal stakeholders to identify opportunities for retention, growth, and process improvement, leveraging data-driven insights to enhance efficiency and client value. This role will significantly impact client service success, ensuring clients receive exceptional support, strengthening relationships, and building trust. By focusing on high-quality service and support, you will contribute to the overall success and satisfaction of our clients.

Join us to thrive in an inspiring environment that empowers both personal and professional growth. At RSM, there's no one like you, and that's why there's nowhere like RSM.

Key Responsibilities

Client Relationship & Support

• Support account managers in managing and growing client relationships.
• Serve as a key contact for client inquiries, ensuring timely resolution and high satisfaction.
• Collaborate with internal teams to deliver seamless client experiences.

Contract & Subscription Management

• Oversee renewals of service agreements and subscription contracts.
• Ensure timely renewals, accurate documentation, and alignment with client goals.
• Optimize contract terms to improve retention.

Data Analysis & Insights

• Analyze client data to track performance metrics and provide actionable insights.
• Maintain accurate CRM records and identify trends, opportunities, and risks.

Operational Excellence

• Improve processes to enhance efficiency and reduce turnaround times.
• Support client meetings with agenda preparation, follow-ups, and documentation.
• Assist in creating client-facing materials aligned with strategic goals.

Strategic Growth

• Identify upselling and cross-selling opportunities to drive revenue and retention.
• Act as a liaison between onshore teams and stakeholders to align on client priorities.
• Contribute to strategies for long-term client partnerships and growth.

Key Areas of Value and Impact

• Client Service Success: Ensure clients receive exceptional support and service, strengthening relationships and building trust.
• Strategic Client Engagement: Supports account managers with actionable insights and operational backing for high-value interactions.
• Enhanced Client Experience: Ensures consistent, quality service to build trust and strengthen relationships.
• Revenue Growth & Retention: Drives renewals, identifies growth opportunities, and reduces churn through proactive efforts.
• Operational Efficiency: Streamlines processes and optimizes resources for greater productivity.
• Data-Driven Decisions: Equips account managers with insights to anticipate needs and deliver tailored solutions.

Ideal Candidate Profile

Experience:

• 3-5 years in client management, account support, operations, or related fields (e.g., project management, marketing, business development).
• Preferred experience in top-tier firms or corporate environments.

Skills:

• Strong understanding of client relationship dynamics and strategic account management.
• Proficient in CRM systems, data analysis tools, and Microsoft Office suite.
• Exceptional organizational, multitasking, and problem-solving abilities.
• Excellent written and verbal communication skills for effective collaboration with diverse teams and clients.

Qualifications:

• MBA or Master's degree in a relevant field.
• Basic understanding of company financials, client service, and sales/pre-sales in professional services.

Attributes:

• Detail-oriented with a strong client service mindset.
• Adaptable to changing environments and capable of managing multiple priorities.
• Proven ability to work effectively in fast-paced and team-oriented settings.
• Comfortable working in a virtual environment and available for Shift 2 (2 PM to 11 PM).