Point B is a consulting firm that is trusted by the world’s leading organizations and specializes in business transformation and technology services. We are committed to making an impact for our customers and leveraging technology to unlock human potential.We help accelerate our customers' progress toward meaningful outcomes by bringing together cross-industry expertise, proven process, and transformative technology to activate shared potential.
Our diverse set of experts spans 13 U.S. locations, with international reach via our partnership with Nextcontinent. We're united by our desire to help our customers succeed, wherever they do business.
Point B has been consistently recognized as one of the best places to work by Fortune® magazine, The Wall Street Journal, Consulting® magazine, BuiltIn, Vault.com®, and many others.
Firmwide Operations at Point B delivers internal and external results through leadership, process, people, and technology while supporting employees in delivering their best for our customers.
Our operations team includes roles focused on People & Culture, Talent & Executive Talent, Risk & Legal, Finance & Accounting, Travel & Events, Communications & Change Management, IT & Facilities, Business Operations, and Marketing. Working across these disciplines, we create the foundation from which Point B'ers discover and grow their careers.
The Account Operations Analyst assists Account Operations Managers and Account Leadership teams with many of the administrative aspects of running our client accounts. This includes managing data within CRM/vendor systems, analyzing, and manipulating data, creating dashboards, preparing account financials, managing invoice cycles, and other activities as directed by the Account Leadership teams or in support of the Account Services processes. The Account Operations Analyst will support one or more industries and build strong relationships with the leaders within those accounts and client and internal finance counterparts. This role will support the rhythm of the business and will need to identify risks, opportunities for improvement, and create visibility into account mechanics.
WHAT YOU’LL GET TO DO:
Partners with Account Services and Account Leadership teams to drive client account support functions
Analyzes account sales and financial data, including project level estimates to completion
Manages active project data by ensuring milestones are correct and assignments are up to date
Maintains financial and sales pipeline dashboards and presentations
Deeply understands customer’s business processes (invoicing, SOW, onboarding, etc.) and proactively guides account approach to engage in those to benefit Point B and the Customer
Monitors time and expense compliance
Works with associates and/or ASA to resolve miscoded T&E and flags anomalies for Account Leader
Tracks hours that need to be logged with Business Partner company and system and checks for accuracy
Produces client invoices in partnership with ASA. Reviews and reconciles outstanding invoices and works with account/client to follow up on past due payments
Gains leverage from the firm’s best practices, processes, and knowledge and contributes feedback to refine/improve account services processes
Be a connector and serve as a link across account teams and the firm with knowledge on engagements and/or administrative best practices
Supports team efforts and builds authentic relationships with individuals in work groups and teams
Consistently demonstrates and lives Point B cultural tenets and values
Participates in firm culture activities to connect regularly with other Point Bers (e.g., FW Ops Meetings, Geo Meetings)
Supports activity tracking and business development pursuits with a growth mindset
Maintains data hygiene in Salesforce
Leads customer project schedule management of associates in a 90-120 day view
Ensures sales contribution ratings and project closure activities are completed before its deadline
Maintains and organizes essential data elements that are critical for our predictable performance efforts
Creating and maintaining Teams collaboration sites
WHAT WE OFFER:
An environment that encourages you to identify new opportunities and the support to make it happen
The opportunity to build and be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their work
A comprehensive, flexible Total Rewards program that supports and recognizes each individual’s unique needs and contributions to the firm
The ability to chart your career path based on expertise and passions
The chance to have a balanced lifestyle by working with local or national clients in a flexible consulting model
The opportunity to further enable fun and collaborative culture with teams that are as passionate about their communities as they are about their clients
A comprehensive, flexible Total Rewards program that supports and recognizes each individual's unique needs and contributions to the firm
WHAT WE EXPECT YOU’VE ALREADY DONE:
B.A. or B.S. degree
1-3 years of relevant work experience
Strong quantitative and qualitative analysis skills with high degree of attention to detail
Experience in a professional business environment preferred
Experience with information analysis preferably with financial or sales data
Experience with using MS Excel with comfort using formulas, pivot tables and lookups
Proficient in all Microsoft Office applications
Experience in, familiarity with, or willingness to dive deep into Salesforce and Microsoft Teams capabilities
THE KIND OF PEOPLE WE LOOK FOR:
Innate problem solvers who want to grow in a flexible, collaborative culture
Those who have a growth mindset regarding training, practice, and evolving their skills
Engaging leaders who make a positive impact on their firm, clients, and communities
Versatile people who thrive on variety and challenge
Successful in ambiguous environments
Desire to and ability to learn
Passion for Point B’s Mission, Vision, Values & Culture
Gets it done brand and attitude
Ability to work from home
Ability to work non-standard work hours as necessary
Ability to travel occasionally for team meetings
COMPENSATION AND BENEFITS:
The estimated salary range for this role is $51,500 - $85,000 USD per year. This salary range is provided as required by local and state law as applicable. Individual salaries vary on a number of factors including but not limited to geography, skills, education, experience and unique qualifications where applicable.
Bonuses are awarded at Point B’s discretion and are based upon individual contributions and overall firm performance.
YOUR OFFICE HOME BASE:
#LI-PB
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INTRIGUED TO LEARN MORE?
When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like.
WHAT MAKES POINT B DIFFERENT?
Our Founding Purpose and Values of our firm. Be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients
Employee Ownership – Giving you a voice in directing your career and building our firm
Benefits – Our comprehensive package includes competitive base pay and an annual bonus, complete health benefits including an option for 100% employer paid premium for medical, vision and dental coverage for employees, ownership shares through our ESOP, self-directed time off and more
Work-Life Balance – A unique culture that recognizes the importance of flexibility and collaboration. Our local and national model empowers you to choose the life you want
Award winning – We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women. Hear more about why people love working at Point B on GlassDoor
Point B is an equal-opportunity employer committed to a diverse workforce. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. You can read more about our commitment to diversity on our website.
Point B is committed to providing equal opportunities for persons with disabilities or religious observances, which includes providing reasonable accommodation for in any individuals with disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team at applicantaccommodations@pointb.com or 206-517-5000 to request and arrange for accommodations through the application and/or recruiting process. If you need assistance to accommodate a disability or religious observance, you may request an accommodation at any time. Please note: This mailbox is only for accommodation requests or questions. Please use the Contact Us form for any recruiting inquires.
Legal Information for Job Seekers can be accessed on our Careers Website.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
We solve the world’s most complex business challenges through leading industry expertise and capabilities.
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