Account Management Support Analyst

Provide direct support to the CRD and LAM teams in organizing schedules of visits, presentations, data collection, and other related functions to the team's dynamics;

Serve as a focal point for managing accounts C and D of the branch (revenue range), and establish strategies for retaining and developing these accounts.

Scope of Function:

• Preparation of analyses through various reports on revenue from accounts C and D of the branch, with support from CRDM;
• Evaluation of leads generated through these accounts, classifying accounts as Go or No Go based on the branch's strategy;
• Establish contact with main clients in the C and D portfolio for retention and development of clients;
• Provide support to the LAM team in preparing various reports and KPIs;
• Develop and maintain a weekly schedule of visits on SharePoint;
• Analyze revenue from program clients on a weekly basis;
• Be responsible for updating dashboards used by the team on a weekly/monthly basis;
• Provide support to the Sales and Sales Operations teams in prospecting and analyzing potential new clients.