Expertise (not just proficient) with the agency’s software platforms:
Global CRM business pipeline and contracted revenue tracking
Workamajig for time tracking, project management and expense/time reconciliation
PowerBI reporting and dashboarding
SAP accounting reports and project information
Be comfortable with the data structure and platform organization in Workamajig to facilitate changes to capturing and decision making with the system data and API feeds to both Global CRM and SAP.
Ability to write custom and ad hoc reports in Workamajig for internal customers in finance, account services, IT and legal.
Ability to pull data into PowerBI and create custom and ad hoc dashboards for account services.
Recommend actions, improvements, strategy planning and solutions based on analyzing and interpreting large amounts of data.
Identify errors and issues in systems, processes and data and facilitate problem solving and solutions.
Develop training materials and be comfortable and confident in presenting to individuals and large groups.
Ensure account services teams are providing complete, timely and accurate data for projects.
Support Segment 1 Account Leads in weekly/monthly/quarterly meetings with internal staff, project reviews, client meetings and contract negotiations.
Responsibilities
Expertise (not just proficient) with the agency’s software platforms:
Global CRM business pipeline and contracted revenue tracking
Workamajig for time tracking, project management and expense/time reconciliation
PowerBI reporting and dashboarding
SAP accounting reports and project information
Be comfortable with the data structure and platform organization in Workamajig to facilitate changes to capturing and decision making with the system data and API feeds to both Global CRM and SAP.
Ability to write custom and ad hoc reports in Workamajig for internal customers in finance, account services, IT and legal.
Ability to pull data into PowerBI and create custom and ad hoc dashboards for account services.
Recommend actions, improvements, strategy planning and solutions based on analyzing and interpreting large amounts of data.
Identify errors and issues in systems, processes and data and facilitate problem solving and solutions.
Develop training materials and be comfortable and confident in presenting to individuals and large groups.
Ensure account services teams are providing complete, timely and accurate data for projects.
Support Segment 1 Account Leads in weekly/monthly/quarterly meetings with internal staff, project reviews, client meetings and contract negotiations.
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