Account Operations Specialist - EY Global Delivery Service

Job title: Account Operations Specialist

Rank: Senior Associate

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
• Manage and support initiatives, clarify objectives, priorities, scope changes, and timelines.

• Capability to resolve issues independently and in a team.
• Strong needs analysis and stakeholder negotiation skills
• Attention to detail and quality

Qualifications

  To qualify for the role, you must have

• Any graduate degree with relevant experience.
• 3-5 years of hands-on experience in a fast-paced global environment.
• 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.
• 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.
• Experience using procurement portals (e.g., SAP Fieldglass or Ariba).
• Professional services industry experience, or internal or external client serving experience preferred.

Shift and Schedule: Flexible to work in Eastern US Time