Account Operations Coordinator

Account Operations Coordinator

Location - World Trade Center

Eligibility: Sri Lankan candidates only.

Overview:

The Account Operations Coordinator will play a critical role in supporting key account operations for nominated accounts within the Account Support centre. This role is designed to ensure high-quality, consistent, and efficient processes across various account management tasks. The coordinator will work closely with account teams and internal business services groups to deliver on day-to-day account operational needs.

Key Responsibilities

• Ensure relevant stakeholders receive and understand critical business indicators for the account.
• Aggregate account relevant information by leveraging EY tools and external sources.
• Develop company research packs by leveraging client websites & external sources and share quarterly financial result summaries with the account team
• Manage content for account databases, websites, and SharePoint sites
• Collaborate with opportunity and data owners to ensure sales, pipeline, and revenue data hygiene.
• Prepare Account meeting packs for account team discussions.
• Understand organizational hierarchies and support account teams in developing client organization and account team charts.
• Help maintain data quality with reference to EY tools such as Account Relationship Database, Global Financial Information System, and Customer Relationship Management.
• Review, update, and validate critical links by collaborating with local teams.
• Coordinate with account teams to understand the pre-employment screening process as part of compliance checks prior to initiating engagement with the clients.
• Understand engagement contract documents for EY employees to precisely interpret with pre-employment screening guidelines.
• Facilitate compliance with client mandated procurement requirements
• Identify existing processes for refinement using digital platforms, automation tools, and analytics.
• Achieve operational excellence through the standardization of activities and best practice sharing.
• Responsible for project management, quality control, review and sharing regular updates on tasks with the involved stakeholders
• Facilitate knowledge sharing.

Skills and Attributes for Success:

• Succinct and structured oral and written communication skills with the ability to explain complex concepts clearly and concisely, using appropriate analytics and visualization tools.
• Experience in Microsoft tools like Excel and PowerPoint.
• Stakeholder Management and Project Handling
• Understand stakeholder requirements based on business context.
• Manage and support initiatives, clarify objectives, priorities, scope changes, and timelines.

Soft Skills:

• Capability to resolve issues independently and in a team.
• Strong needs analysis and stakeholder negotiation skills
• Attention to detail and quality
• Focus on achieving intended outcomes in a timely manner
• Challenge insightfully and propose credible solutions.
• Enjoy a team-based environment and respect others' opinions.
• Willingness to learn new tools, technology, global developments, and processes.
• Create a strong and positive rapport with leadership and team members.

Leadership and People Management:

• Take ownership and demonstrate self-sufficiency.
• Demonstrate strong operational acumen to create impactful relationships with senior leadership.
• Work in a dynamic environment with proven ability to multitask and prioritize effectively.
• Proven ability to be a team player with exposure to working with multi-cultural teams and collaborating virtually.
• Business acumen and commerciality.
• Exhibit drive and determination to overcome internal and external barriers and get results from people.
• Above average competencies in data analysis, business research, writing and presentation, Microsoft tools, communication, and diction.

Qualifications

To qualify for the role, you must have:

• Any graduate degree with relevant experience.
• Strong Excel and PowerPoint skills.
• Demonstrated strong written and oral communication skills in a multi-cultural environment.
• Ability to use both qualitative and quantitative research and analysis methodologies, including financial analysis skills, to synthesize information, review data inputs, and provide analytic insights.
• Expert or intermediate level experience in Microsoft Office (Word, Excel, PowerPoint)
• SharePoint management experience.
• Experience in a large global organization preferred.
• Proven ability to influence and build collaborative relationships with a wide range of stakeholders.
• 3-5 years of hands-on experience in a fast-paced global environment.
• Experience interacting with geographically dispersed professionals.
• Understanding of business research or data interpretation and analysis concepts.
• Proven sound judgment and flexibility in balancing multiple project requirements, tight deadlines, and keeping people and projects moving on schedule, with high attention to detail
• Understanding of project management concepts and experience working on non-IT projects.

Ideally, you’ll also have:

• Data reporting skills.
• Exposure to Power Platform tools like Power Automate, Power Apps, Power BI.
• Credible experience working in a fast moving, client driven environment.
• Experience using procurement portals (e.g., SAP Fieldglass or Ariba).
• Professional services industry experience, or internal or external client serving experience preferred.

Technologies and Tools:

• Microsoft 365 products, apps, and services.

What We Look For

• A team of people with commercial acumen, technical experience, and enthusiasm to learn new things in this fast-moving environment.
• A professional with strong interpersonal skills, confidence, maturity, and the ability to build strong client relationships.

Shift and Schedule: Flexible to work in Eastern and Pacific US Time

If you are interested, please share your updated CV with me at [email protected]