Account Analytics and Impact Lead

About the Role

Own data analytics, value-impact storytelling, dashboarding, and deal operations for 1-2 strategic

global accounts. This is a builder role - someone who can independently turn raw account data into

decision-ready insights and customer-facing value narratives, using modern AI tools to work faster and

smarter, not just maintain trackers.

Key Responsibilities

Value & Impact Reporting

- Build account-level value-impact reports/dashboards that quantify ROI, usage adoption, and

business outcomes delivered to the client

- Translate raw product/usage/sales data into a compelling narrative for QBRs and renewal

conversations

- Use AI tools (ChatGPT/Claude, Copilot, AI-native BI features) to accelerate analysis, drafting,

and insight generation

Analytics & Dashboarding

- Design and own dashboards (Power BI/Tableau/Looker Studio) - not just consume them

- Pull and model data from CRM, product usage logs, and finance systems; build repeatable

pipelines, not one-off pulls

- Identify trends, risks, and expansion signals proactively from data

Deal Operations

- Own deal trackers, pricing/discount workflows, contract and renewal timelines end-to-end

- Run deal desk coordination across finance, legal, and product

- Maintain CRM hygiene and process discipline

Coordination & Account Support

- Be the operational backbone for the account lead - own follow-ups, account documentation,

RFP data inputs

- Prep and sometimes help present in account review calls

FieldAssistGlobal Account Management - Hiring

Skills & Competencies

- Advanced dashboarding: Power BI/Tableau/Looker Studio - building from scratch, not just

templates

- AI fluency: hands-on, regular use of AI tools for analysis, report drafting, summarization -

should be able to show examples

- SQL: working proficiency to pull/join/clean data independently

- Advanced Excel/GSheets: formulas, pivot tables, basic modeling

- CRM: Salesforce/HubSpot/Zoho - admin-level comfort preferred

- Strong narrative/storytelling skills: can write a so what insight, not just a chart

- Stakeholder management: across account leads, finance, legal, product

- High ownership: comfortable operating independently with minimal hand-holding

Experience Profile

- 3-5 years in business/sales analytics, deal desk, revenue operations, or account/customer

success operations

- Proven track record of building dashboards/reports used in real business decisions (portfolio or

examples expected)

- Demonstrated use of AI tools in actual work - not just casual awareness

- B2B/SaaS/enterprise account experience strongly preferred

- Bachelors required; MBA or analytics certification a plus

Success Metrics - First 6 Months

- Value-impact report framework built and adopted for the account(s)

- Dashboards reduce manual reporting time by [X]%

- Demonstrated use of AI tooling to speed up turnaround on reports/analysis

- Account lead rates them as a trusted operating partner, not just support staff

Compensation

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