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Global Operations Manager, Private Equity
hace 1 semana
This role is designed to support key account operations for nominated high priority accounts within the Account Support centre. The Account Operations Specialist will play a critical role in ensuring 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 include ensuring relevant stakeholders receive and understand critical business indicators for the account, aggregating account relevant information by leveraging EY tools and external sources, and developing 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.