Account Analyst, Financial Services at World Economic Forum | NY, US | Rezi

Account Analyst, Financial Services at World Economic Forum

Account Analyst, Financial Services

World Economic Forum · NY, US

3 weeks ago

Account Analyst, Financial Services

World Economic Forum · NY, US

25 days ago
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About the Role

The World Economic Forum is seeking an Account Analyst to support Account Managers in enhancing engagement with Partner organizations and improving partner experience across Forum activities. This role focuses on business engagement operations, facilitating efficient day-to-day business administration with a strong emphasis on operational excellence and data quality.

Responsibilities

  • Facilitate and deliver onboarding for Partners in collaboration with Account Managers, including preparing agendas, coordinating internally, preparing documents, supporting logistics, and introducing digital tools.
  • Track registrations for the team, provide status overviews, support event-related queries, conduct account checks, collate nominations, and schedule bilateral meetings with briefing document preparation.
  • Maintain accurate account data, liaise with Business Services to address Salesforce issues, and ensure efficient deployment of digital tools.
  • Manage contracts accurately and timely in compliance with internal policies, liaise with Finance and Accounts Receivables to reduce billing errors, and manage invoice delivery and overdue invoices.
  • Manage operations for team meetings, support special projects, track timelines and milestones, and monitor key industry developments, media reports, and policy changes.

Requirements

  • Ability to build and maintain positive relationships with partners to drive new business opportunities.
  • Excellent organizational, project, and time management skills.
  • Strong work ethic and high attention to detail.
  • Excellent verbal communication skills, including managing expectations of senior stakeholders.
  • Agile team player who enjoys working in a highly collaborative, culturally diverse, fast-paced, and rapidly evolving environment.
  • Responsible, independent, and self-driven with a learning mindset and a positive attitude.
  • Proficiency in working with MS Office and Salesforce.
  • Experience with other CRM tools is a plus.
  • Proficiency in working with AI solutions.
  • Knowledge of Chat GPT and Slack is a plus.

Skills

  • Business development
  • Relationship management
  • Sales cycle management
  • Account management
  • Market research
  • MS Office
  • Salesforce
  • CRM tools
  • AI solutions
  • Chat GPT
  • Slack

Location

  • New York

Work Type

  • On-site (3 days per week)

Experience Level

  • 1+ years of full-time experience in a business development or relationship management role

Education Level

  • Bachelor's degree (or equivalent) in Business, Economics, Management or another relevant field

Salary/Compensations

  • $80,000-85,000

About the Company

  • The World Economic Forum is the international organization for public-private cooperation, committed to improving the state of the world.
  • The Forum engages the foremost political, business and other leaders of society to shape global, regional and industry agendas.
  • The Global Industries Team is responsible for building and managing the Forum global Industry Communities and for the strategic engagement of Forum Partners from North America and Europe across Industry Communities, the Forum Centres and our Forum events.
  • Join an independent and impartial organization with over 55 years of connecting leaders to make sense of global challenges and move the world forward together.