Senior Analyst, Revenue & Account Management Operations, Seramount & Technology

About EABAt EAB , our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve.At EAB, we serve not only our partner institutions but each other—that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards .For more information, visit our Careers page.The Role In BriefSenior Analyst, Revenue & Account Management Operations, Seramount & TechnologyEAB Seramount is a strategic business dedicated to advancing Diversity, Equity, and Inclusion in the workplace.We serve forward thinking organizations with integrated tools that provide a strategic and holistic map for setting new standards for workplace culture. Over the past four decades we’ve built deep, data-powered intelligence on the employee experience, which allows us to address specific client workplace challenges related to Diversity, Equity and Inclusion (DEI). We excel in serving as our members’ go to partner in developing and progressing their diversity and inclusion strategies. Our business is in growth mode and offers the right person the opportunity to be part of a diverse, dynamic, creative, and highly skilled team partnering with leading companies to advance more inclusive corporate cultures.This role may be based in Washington, D.C.; Richmond, VA; or is open to remote employment in the continental U.S. This position will work during business hours in the eastern time zone.Primary Responsibilities• Pipeline Management, Forecasting, & Revenue Reporting• Manage renewal forecasting reporting & help set pacing goals based on performance• Coordinate monthly reports for forecasting, delivery tracking, and revenue recognition for upsell new booked business (NBB)• Ensure accuracy of forecasting reporting and commercial unit tracking including working with relevant teams to troubleshoot and resolve issues as needed• Oversee Crediting & Booking Processes• Maintain understanding of crediting rules and processes• Track all incoming contracts and confirm booking is completed as expected across multiple modules and business lines• Manage complex contracts to ensure that they are booked correctly• Monitor/track Airtable tickets to ensure timely resolution• Represent Account Management at Crediting Committee meetings and manage escalations• Track pool and crediting changes/updates and communicate back to AM leadership• Monitor contract GPA calculations and submit tickets/escalate as needed• KPI Tracking & Account Management Reporting• Manage Salesforce dashboards for Research renewals & upsell NBB• Build reporting for tracking partner health & engagement by product; identify trends and provide insights for proactive interventions and risk mitigation• Build reports and conduct analyses for other account management needs (e.g. KPIs, commercial initiatives, historical comparison, benchmarking, etc.)• Relationship Expansion Team (RET) Accounts Oversight• Update account/territory assignments each half for Research partnerships & other products owned by RET• Manage and ensure accuracy of partner account lists & memberships reporting• Salesforce & CPQ Support• Coordinate with the Salesforce and Operations teams on changes to Salesforce to address service delivery and commercial needs, build reporting, and troubleshoot data issues as needed• Manage annual Salesforce CPQ updates including new pricing & Scopes of Work• Serve as CPQ and Salesforce point of contact for the account management needs• Develop documentation and training materials for new processes as needed• QA Call Process Management• Own ongoing creation of QA call batches based on renewal units and decision timelines• Oversee call tracking, updating call materials, and collecting partner background• Coordinate with Seramount leaders and coordinators/assistants who conduct the QA call process regarding execution, deadlines, progress, and escalation as needed• Manage an existing event partnership with an external organization including contracting, revenue tracking, and invoicing• Support other business needs related to revenue, reporting/analysis, account management operations, or strategic initiatives as assignedBasic Qualifications• Bachelor’s degree• 3-4+ years of relevant full-time professional work experience• Strong attention to detail, analytical thinking capabilities, and problem-solving abilities• Very strong excel skills and experience with preparing reports and/or conducting data analysis• Substantial experience utilizing Salesforce• A high-level of comfort with learning new technology, systems, and processes• A proactive and methodical approach, a client-focused mindset, and a desire to seek additional ways to add value• Ability to independently manage multiple simultaneous projects and hold others accountable to achieving deadlines and milestones• Clear and effective written and oral communication skills; the ability to translate data into digestible insights and tailor communication appropriately towards various stakeholders• Discretion in handling sensitive firm, department, and staff performance informationIdeal Qualifications• Experience with operations or reporting for renewal/sales forecasting, pipeline management, account management, and/or partner health tracking for a large pool of partners• Experience building reports and/or dashboards in Salesforce• Experience utilizing SQL for data reporting• Experience working with CPQ in Salesforce• Experience implementing new processes including change management, documentation, training, etc.• Effective relationship builder with strong interpersonal skills• Experience working with staff and leaders at various levels in a complex, matrixed organization• Basic power point skills for building internal presentations or resources• Commitment to valuing diversity, practicing inclusive behaviors, and contributing to an equitable working and continual learning environment in support of EAB’s DE&I PromiseIf you’ve reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome diversity of background and experience. We would encourage you to submit an application if this is a role you would be passionate about doing every day.CompensationThe anticipated starting salary (base) range for this role is $59,500 to $86,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role.This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, such as individual and organizational performance.BenefitsConsistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include:• Medical, dental, and vision insurance plans; dependents and domestic partners eligible• 20+ days of PTO annually, in addition to paid firm and floating holidays• Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each)• 401(k) retirement savings plan with annual discretionary company matching contribution• Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans• Employee assistance program with counseling services and resources available to all employees and immediate family• Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation• Gender affirming care coverage• Fertility treatment coverage and adoption or surrogacy assistance• Paid parental leave with phase back to work program for birthing and non-birthing parents• Access to milk shipping service to support nursing employees during business travel• Discounted pet health insurance coverage for dog and cat family members• Company-provided life, AD&D, and disability insurance• Financial wellness resources and membership in a robust employee discount program• Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunitiesBenefits kick in day one; learn more at eab.com/careers/benefits .This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future.At EAB, we believe that to fulfill our mission to “make education smarter and our communities stronger” we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard.To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don’t discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.