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Description
About A&M, Global Capability Center A&M is now venturing into setting up a high-quality global capability center in India. The capability center will have dedicated centers of expertise which will work with A&M leadership across multiple business units and geographies to enable efficient service delivery to A&M clients. While this unique journey has been initiated, the firm is on a look out for building strong capable team for the center. Our center is expanding rapidly, and we already have 500+ people onboard. What is Global Account Data Management Team? The Global Account Data Management team is part of CRM, Marketing Technologies & Analytics capability within the Marketing function of Global Enterprise Shared Services (GESS). GESS group at A&M provides critical business support to the firm and encompasses a range of functions including Information Technology, Marketing, Information Security, Insight Center & Knowledge Management, Corporate Real Estate, Human Resources, and Operations. GESS enables A&M’s client service delivery, go-to-market, risk management and growth goals as a strategic partner. Our global account data management initiative is to effectively meet the demands of A&M’s growth and dynamic environment. As a growing organization, it is necessary to maintain a comprehensive 360-degree single account view encompassing the entire account lifecycle across A&M. This team aims to address this growing need and manages as well as evolves A&M’s account and customer data capabilities. It establishes a single account view by means of new global account registry, account data cleansing, system integration, and automation of continuous account data enrichment. We’re looking for CRM support specialist s who will be responsible for account management using CRM software products and ERP tools. The role would entail owning, maintaining and ensuring data integrity of the Global account registry for Alvarez and Marsal. This is a new initiative where the candidate would help build out a new business unit team. The Global initiative will be driven from India. The Global Account registry team would provide support and administration for data issues to design and implement the process of account data management, cleanup and simplify business data accuracy and visibility, post which there will be regular maintenance and update driven by Indian team. Key responsibilities: -Act as the key point of contact for the Global Account registry maintenance and updates to maintain the single-account-view for the entire organization -Be a point of contact for any queries from key departments like Sales, Marketing, Finance etc. -Own and maintain the client master data for Alvarez and Marsal, which would include: -Set up of new client master data (Controlling the global client master) -Identify any duplicate requests and recommend the right client account -Complete job requests for new account setup in Global Account registry on a daily basis -Upgrade the client hierarchy to enable more effective and comprehensive approach to sales and client acquisition, enabling the teams to be more effective in their sales approach -Run Scheduled account data maintenance -Querying the global 3rd party databases for identifying the right legal entity / client that can be set up in the A&M Database, additionally recommending any new 3rd party client database so that the 'new client data' becomes more effective -De duplication of master data leading to a more effective master database -Evaluate multiple fields within CRM and compare with 3rd Party databases to standardize the A&M client master registry -Organize and analyze data to generate insights for the team from multiple sources, ensuring accurate reporting and tracking of KPIs -Work across time-zones with managing multiple stakeholder relationships -Design and build reports and dashboards for account management and reporting -Build knowledge building and process management training material, team onboarding materials, user manuals and process documents -Create MIS dashboards and reporting using powerBI and other data visualization tools Qualifications/ Ideal Experience • Bachelor’s/Master's degree with 1-5 years of experience in finance, accounting or data analytics •Prior experience in areas of CRM, ERP and Account management systems •Understanding of Sales Booking/Pipeline/Quota data models for sales reporting will be an advantage •Comfortable using Salesforce, Sharepoint, Power BI, MS Excel, Powerpoint •Exposure to global market intelligence databases like Dun and Bradstreet, CapIQ, LexisNexis, Orbis, Pitchbook, Crunchbase, etc. •Excellent verbal and written skills, with the ability to establish credibility and influence clients •Ability to simultaneously work on several projects and effectively manage deadlines •Detail-oriented and possess strong ownership towards quality •High motivation to learn and grow Show more Show less
