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Job Description: Account Operations Specialist

Overview:

The Account Operations Specialist will play a critical role in supporting key account operations for nominated high priority accounts within the Account Support centre. This role is designed to ensure high-quality, consistent, and efficient processes across various account management tasks. The specialist 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.

 

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