JOB SUMMARY Working under limited direction, provides analytics and coordination for the Client Care department. Coordinates and provides analytics as requested for business scorecards, internal metrics, and customer information. Coordinates client events, meetings and information enabling the department to meet objectives in an effective and efficient manner. Coordinates and prepares detailed materials for internal and external meetings.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Transforms client information, quantitative and qualitative, from multiple sources meeting notes, acct team meetings, news sources, CRM systems - into actionable intelligence.
Collects, aggregates, and performs gap analysis on a variety of business, financial, and customer and statistical information as needed to respond to management and customer requests. Coordinates work with other departments and adds commentary to complete analysis reports and proposals.
Acts as a liaison with client care team members and other internal teams to share and verify financial and performance related client information.
Maintains critical client and business information such as snapshots, full views, client plans, activity maps and client bios.
Responsible for providing support to account management by proactively tracking activities, stakeholder engagement and follow-up and follow through of critical activities and action items to ensure completion.
Organizes and prepares for internal and external meetings, including the creation of presentation materials, scorecards, and metrics.
Manages client meeting schedules and briefing packs for business leaders.
Supports internal communications such as weekly newsflash and online campaigns.
Supports Client Care events and thought leadership workshops.
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to coworkers. May lead project teams and/or plan, and supervise assignments of lower level employees.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE Bachelor's Degree (BA/BS) or equivalent from four year college or university plus a minimum of 5 years related work experience to include budgeting, finance and or business analytics; or equivalent combination of education and experience. Account servicing experience in professional services, a distinct advantage.
CERTIFICATES and/or LICENSES None.
COMMUNICATION SKILLS Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.
FINANCIAL KNOWLEDGE Requires advanced knowledge of business, financial, and client terms and principles. Ability to calculate intermediate figures such as percentages and metrics. Conducts advanced financial analysis.
REASONING ABILITY Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.
OTHER SKILLS and/or ABILITIES Ability to synthesize information from multiple sources and identify critical intelligence. High level of enthusiasm, flexibility, and creativity Outstanding organizational skills and exemplary attention to detail.
SCOPE OF RESPONSIBILITY Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.
SAFETY Responsible for personal safety and the safety of those who are affected by your work. This includes but is not limited to: 1. Complete all required and assigned HSE training at a satisfactory level, 2. Follow all activity policies and procedures, including all HSE-related requirements at all times, 3. Participate in all HSE-related programs & activities as required, including incident investigations, interviews, auditing and assessment, etc. 4. Report any conditions which you feel could result in an accident or injury and / or stop work if required.
Internal Number: 19023800
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.