Account Management Analyst, Financial Services

World Economic Forum • New York, NY

2d • $80,000 - $85,000 • Hybrid

About The Position

The Account Management Analyst supports Account Managers in strengthening engagement with Partner organizations and improving the partner experience across Forum activities. The role focuses on business engagement operations, day-to-day administration, operational excellence, and data quality. It works with Account Managers and teams across Finance, Contract Management, industry and centre groups, and government engagement. The position reports to the Director, Financial Services Industries.

The analyst supports partner onboarding, event and registration activities, account data management, contracts and invoices, and the team’s operational and administrative needs. Success is measured by reliable partner engagement operations, improved data integrity, proactive business enablement, reduced operational overhead for Account Managers, timely delivery against agreed service levels, and effective stakeholder collaboration.

Requirements

• Bachelor’s degree or equivalent in Business, Economics, Management, or another relevant field.
• At least 1 year of full-time experience in business development or relationship management in a fast-changing professional environment is preferred.
• Working knowledge and experience of sales cycle management, account management, or market research.
• Ability to build and maintain positive relationships with partners to help the Forum drive new business opportunities.
• Excellent organizational, project management, and time management skills, with a strong work ethic and attention to detail.
• Excellent verbal communication skills, including the ability to communicate with senior stakeholders and manage their expectations.
• Ability to work collaboratively in a culturally diverse, fast-paced, and rapidly evolving environment.
• Responsible, independent, and self-driven approach, with a learning mindset and positive attitude.

Nice To Haves

• Proficiency with MS Office and Salesforce; experience with other CRM tools is a plus.
• Proficiency working with AI solutions; knowledge of ChatGPT and Slack is a plus.

Responsibilities

• Facilitate Partner onboarding with Account Managers by preparing meeting agendas and materials, coordinating with internal teams, supporting logistics, and introducing digital tools when appropriate.
• Track team event registrations, provide status overviews, respond to partner registration and event logistics queries, and conduct initial account checks before escalating to Account Managers.
• Collate nominations for select communities and collect proposed bilateral meetings; schedule meetings and prepare briefing documents under the supervision of Account Managers and the Head of Region.
• Maintain accurate portfolio account data, work with Business Services to resolve Salesforce issues, and support efficient deployment of digital tools.
• Manage contracts accurately and promptly in accordance with internal policies and procedures.
• Coordinate with Finance and Accounts Receivable to reduce billing automation errors; manage invoice delivery and corrections, track overdue invoices, and work with Account Managers on receivables follow-up.
• Manage team meeting operations and support the planning and execution of special projects, including projects involving top Forum leadership.
• Track timelines and milestones for team objectives using appropriate CRM and operational tools and processes.
• Monitor and evaluate industry developments, media reports, and policy changes affecting the broader ecosystem.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level