Robert Half is seeking a Portfolio Data Management Analyst for their 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, and National Technology Accounts) 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.
As a SA Portfolio Data Management Analyst,
your specific responsibilities will include:
- Create and maintain key contract data within Salesforce for SA clients, with a full lifecycle approach from implementation to completion. Data includes, but not limited to, marketing, billing, compliance, sales credit allocation, account ownership, and revenue recognition.
- Utilize strong research skills with tools such as D&B; Hoovers, LexisNexis, and Salesforce to identify client locations for implementation and account maintenance.
- Capable of working with large sets of data within Excel while utilizing VLOOKUPS and PivotTables.
- Will be engaged in multiple projects simultaneously and will need strong project coordination skills to independently manage projects end-to-end with mínimal supervision.
- Must monitor and report on project progress in a structured manner, drawing particular attention to deviations and risk to the project schedule for contract implementation.
Abi
📌 Sa Portfolio Data Management Analyst (Santiago)
🏢 Robert Half
📍 Santiago
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