Description
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 specialists 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:
As an associate in the Account management team, you would:
- 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 relationship
- 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 degree with 1-2 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
Diversity & Inclusion
A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
