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

• Bachelor's 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