SA Portfolio Data Management Analyst

Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Portfolio Data Management Analyst to join the Strategic Accounts (SA) operational support department. 

The department is responsible for ensuring that new staffing contracts signed between Robert Half and larger enterprise clients (i.e., Strategic Accounts, Regional Accounts, National Technology Accounts, Protiviti, Public Sector, and Private Equity) are accurately set up in back-office systems, and that staffing professionals in the field have the necessary information to engage with clients. The Portfolio Data Management Analyst will be responsible for coordinating and setting up client contracts, and identifying subsidiaries and affiliates within Salesforce for billing, marketing, compliance, and revenue recognition.  This role requires strong project coordination capabilities as the Portfolio Data Management Analyst will be working cross-functionally with internal customers from the point of implementation through the full lifecycle of accounts. 

What You'll Do

• Create and maintain key contract data within Salesforce for SA clients, with a full life cycle approach from implementation to completion. Data includes, but not limited to, marketing, billing, compliance, sales credit allocation, account ownership, account target list and revenue recognition.
• Utilize strong research skills with tools such as D&B Hoovers, PitchBook, and Salesforce to identify client locations for implementation and account maintenance.
• Capable of working with large sets of data within Excel while utilizing VLOOKUPS, PivotTables, and basic excel formulas.
• Will simultaneously handle multiple job-related tasks and requires strong coordination and prioritization skills to independently manage end-to-end with minimal supervision.
• Must monitor and report on the progress of job-related tasks and functions in a structured manner, highlighting any deviations from the schedule and potential risks to contract implementation.
• Responsible for coordinating with but not limited to stakeholders from Robert Half teams such as: branches, billing, credit, time entry and payroll for candidate transitions to MSP accounts.
• Ability to QA Salesforce contract data and work with internal stakeholders, addressing variations and providing solutions to output an error free product.
• Facilitate issue resolution of SA contract terms relating to account setup.
• Provide assistance on special projects as needed in support of SA, and field initiatives that impact the implementation process.
• Collaborate with department peers, such as but not limited to: SA Contract Implementation Managers, Compliance, Pricing, Credit, Billing, Time Entry, Strategic Account VPs, and front office Services teams relating to client contract data.

What You'll Need

• Bachelor's degree in Business Management desired; however, a focus in Business Analysis or Data Analysis is preferred but not required. Other relevant degrees will be considered.
• 1+ years of experience in a Data Analysis, Business Analysis, Project Coordinator, or related role.
• Proficient in Excel, with a focus on leveraging basic formulas such as VLOOKUP, basic functions, PivotTables needed.
• Working knowledge of nested Excel formulas for data analysis and report creation preferred but not required.
• Previous exposure to Power Query, Domo, SmartSheets is preferred but not required. 
• Knowledge of how to extrapolate and analyze data from databases such as DOMO, Tableau or SQL preferred but not required.
• Experience with Salesforce, PitchBook, and Hoovers, preferred, but not required.
• Ability to learn new software packages and in-house systems as business need arises.
• Strong project coordination and organizational skills with the ability to move from one system to the next in a timely fashion.
• Solid analytical and problem-solving skills.
• Hold excellent written, verbal, and interpersonal skills, with the ability to communicate with teams and staff at all levels.
• Must be very detail oriented with the ability to demonstrate a high level of accuracy working within various software packages and database systems. 

The typical annual salary range for this position is shown below and is negotiable depending upon experience and location.

We offer exceptional earning potential and a competitive benefits package, including group health insurance benefits (medical, vision, dental), FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com/Resources.

Robert Half Inc. is an Equal Opportunity Employer. M/F/Disability/Veteran

As part of Robert Half’s Corporate Services facility employment process, any offer of employment is contingent upon successful completion of a background check.

Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance.

In your email please include the following:

• The specific accommodation requested to complete the employment application.

• The location(s) (city, state) to which you would like to apply.

For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.