Sa Portfolio Data Management Analyst

JOB REQUISITION

SA Portfolio Data Management Analyst

LOCATION

SAN RAMON

Robert Half is seeking a Portfolio Data Management Analyst for their Strategic Accounts (SA) operational support department. The department is responsible for ensuring that new staffing contracts signed between Robert Half and larger enterprise clients (i.e., Strategic Accounts, Regional Accounts, and National Technology Accounts) are accurately set up in back-office systems, and that staffing professionals in the field have the necessary information to engage with clients. The Portfolio Data Management Analyst will be responsible for coordinating and setting up client contracts, and identifying subsidiaries and affiliates within Salesforce for billing, marketing, compliance, and revenue recognition. This role requires strong project coordination capabilities as the Portfolio Data Management Analyst will be working cross-functionally with internal customers from the point of implementation through the full lifecycle of accounts.

As a SA Portfolio Data Management Analyst, your specific responsibilities will include:

- Create and maintain key contract data within Salesforce for SA clients, with a full lifecycle approach from implementation to completion. Data includes, but not limited to, marketing, billing, compliance, sales credit allocation, account ownership, and revenue recognition.
- Utilize strong research skills with tools such as D&B Hoovers, LexisNexis, and Salesforce to identify client locations for implementation and account maintenance.
- Capable of working with large sets of data within Excel while utilizing VLOOKUPS and PivotTables.
- Will be engaged in multiple projects simultaneously and will need strong project coordination skills to independently manage projects end-to-end with mínimal supervision.
- Must monitor and report on project progress in a structured manner, drawing particular attention to deviations and risk to the project schedule for contract implementation.
Ability to QA Salesforce contract data and work independently with internal stakeholders, addressing deviations and providing solutions to output an error free product.
- Facilitate issue resolution of SA contract terms relating to account setup.
- Address global changes impacting SA client contract data within Salesforce and make assessment of best course of action to update manually or utilize batch update requests.
- Provide assistance on special projects as needed in support of SA, and field initiatives that impact the implementation process.
- Collaborate with department peers, such as but not limited to: SA Contract Implementation Managers, Compliance, Credit, Billing, Time Entry, Strategic Account VPs, and front office Services teams relating to client contract data.
- Assess the impact of any one project on other concurrent projects and allocate resources as necessary to achieve the optimum results.

Qualifications:

- Associate degree, completion of equivalent coursework towards a 4-year degree, or equivalent work experience. Bachelor’s degree desired.
- Relevant internships or work experience will be considered.
- 1+ years of experience in a Project Coordinator, Contract Administrator, Content Management, or related role.
- Specific experience with Excel (VLOOKUP and PivotTables) is needed.
- Strong data entry experience required.
- Some previous exposure to Power Query and Power BI is preferred but not required.
- Experience with Salesforce, LexisNexis, and Hoovers, preferred.
- Knowledge of how to extrapolate and analyze data from databases such as DOMO, Tableau or SQL preferred but not required.
- Ability to learn new software packages and in-house systems as the business need arises.
- Strong project coordination and organizational skills with the ability to move from one system to the next in a timely fashion.
- Solid analytical and problem-solving skills.
- Hold excellent written, verbal, and interpersonal skills, with the ability to communicate with teams and staff at all levels.
- Must be very detail oriented with the ability to demonstrate a high level of accuracy working within various software packages and database systems.


Robert Half International Inc. is an Equal Opportunity Employer. M/F/Disability/Veteran

As part of Robert Half’s Corporate Services facility employment process, any offer of employment is contingent upon successful completion of a background check.

for assistance.
The location(s) (city, state) to which you would like to apply.

To apply:
By mail:
Corporate Staffing

Robert Half

2613 Camino Ramon

San Ramon, CA 94583-9128

JOB LOCATION

CA SAN RAMON CORP

ADDITIONAL LOCATION