Analyst Account Management - US Based Remote

Posted Yesterday
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Hiring Remotely in United States
Remote
Senior level
Real Estate
Coldwell Banker The Real Estate Centre (CB-TREC) is an Ontario based real estate brokerage.
The Role
Prepare, maintain, and analyze client-ready reports and dashboards; support account management with data integrity, policy audits, and supplier invoice audits; research and resolve client billing inquiries, manage AR and fee adjustments; participate in cross-functional projects and create process efficiencies and client-facing presentations.
Summary Generated by Built In

Reporting:

  • Create Ad hoc reports of client ready data for internal customers on everything from volume, to costs, to revisions and more.
  • Compile and analyze data and draft client ready summaries in order to assist management in providing insight to clients
  • Create and share best practices and efficiencies in data retrieval and analysis and ensure proper documentation of all reports.
  • Manage ongoing reports for Account Management, as needed.
  • Develop and maintain quarterly client dashboards highlighting key program metrics, trends, performance indicators, and financial results. 

  • Prepare and co-deliver client-facing quarterly and annual business review Power Point presentations, transforming complex data into clear, actionable insights through analysis, executive summaries, trend identification, and compelling storytelling that highlights program performance, key achievements, opportunities, and strategic recommendations.

Account Management Support:

  • Maintain client data integrity and update the system as necessary (i.e., missing data items, client contacts, division creation, etc.)
  • Provide Client Policy Support such as edits, stuck file resolution, and conduct multi-step policy audits providing feedback to Account Managers and suggest edits
  • Assist File Set Up in the resolution of stuck Customer files.
  • Work with Accounting and client directed suppliers to resolve supplier payment escalations and conduct supplier invoice audits
     

Client Billing Support:

  • Receive and respond to billing research requests from across Cartus globally with timely and thorough resolutions.
  • Research and resolve client invoice inquiries and disputes and provide client ready responses. 
  • Partner with internal accounting teams, and other support teams to resolve client billing escalations, provide billing backup
  • Monitor unbilled and aging reports for missing data, files on billing hold, and compliance to client requirements in order to resolve issues and provide timely and accurate billing to clients.
  • Research, complete, and obtain necessary approvals and signatures for fee adjustments, invoice voids, write offs, and revenue adjustments.  Follow up to ensure they are completed timely and accurately.  Ensure corrective action is executed.
  • Monitor accounts receivable and support Account Management’s efforts in driving timely client payment.
  • Provide backup and coverage to other Analysts to support entire client base.
  • Conduct audits of vendor invoices for payment.


Projects:

  • Participate in cross-functional team projects; provide consulting, best practice sharing, and process creation recommendations.
  • Suggest innovation and create efficiencies such as Robotics process automation.
  • Create and distribute Best Practice Communications such as videos, trainings, newsletters, and tutorials.

    QUALIFICATIONS:
     

  • Bachelor's Degree is strongly preferred
  • 5+ years of related business experience (Relocation required, GTM client services and/or financial operations required)
  • Proficiency with Excel, data analytics, Cognos

DESIRED CHARACTERISTICS
Execution: 

  • Takes action to keep work on or ahead of schedule - is proactive
  • Operates confidently with minimal supervision and responds positively when it is provided
  • Seeks out and seizes opportunities to exceed expectations
  • Problem solving and troubleshooting

 
Collaboration:

  • Demonstrates the desire for the team to succeed, and actively contributes ideas and energy to help
  • Raises and works through disagreements without damaging relationships; does not allow or encourage issues to fester
  • Actively sustains working relationships within their team and with other teams; demonstrates understanding of how their own actions impact others

 
Innovation:

  • Actively seeks ways to work more efficiently (more output per unit of effort)
  • Actively seeks ways to work more effectively (added value)
  • Courageously tackles new challenges and “breaks new ground”
About UsCartus is leaning into its essence, Where Mobility Meets Agility®. With nearly 70 years in operation, Cartus is an industry leader in global talent mobility and corporate relocation services. Cartus manages all aspects of an employee’s move across 190+ countries to facilitate a smooth transition in what otherwise may be a stressful process. The company supports hundreds of corporate and government clients—including more than a third of Fortune 100 companies—with domestic and international mobility, recruitment and talent management, outsourcing, policy consulting and DEI mobility solutions, international assignment compensation and gross-up services, remote and hybrid workforce solutions, and language and intercultural solutions. Cartus is a subsidiary of Anywhere Real Estate Inc.

Anywhere Real Estate Inc.(NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estateBetter Homes and Gardens® Real Estate,Century 21®,Coldwell Banker®,Coldwell Banker Commercial®,Corcoran®,ERA®, andSotheby's International Realty® , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures.  Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.

At Anywhere, we are empowering everyone’s next move – your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent – strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together.  Read more about our company culture and values in our annual Impact Report.  

We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:

  • Great Place to Work
  • Forbes World's Best Employers
  • Newsweek World's Most Trustworthy Companies
  • Ethisphere World's Most Ethical Companies

Skills Required

  • Bachelor's Degree
  • 5+ years related business experience (relocation required, GTM client services and/or financial operations required)
  • Proficiency with Excel, data analytics, Cognos
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The Company
HQ: Vaughan, ON
200 Employees
Year Founded: 1906

What We Do

Coldwell Banker The Real Estate Centre (CB-TREC) is an Ontario based real estate brokerage with offices in Toronto, Vaughan, Newmarket, Barrie, Innisfil, and Orillia. Their experienced team of residential and commercial agents operate across southern Ontario, helping clients reach a wide range of real estate goals. Originally founded in 1906, the Coldwell Banker brand was built on a commitment to professionalism and customer service which remains the cornerstone of our business philosophy today. Coldwell Banker is one of the oldest real estate companies in the country and this experience has helped us achieve the highest sales volume of any national real estate franchise* — double our nearest competitor. A Different Kind Of Brokerage At Coldwell Banker The Real Estate Centre, creating opportunities for our clients and our people is the foundation of our business. So whether you’re ready to buy a home, sell your existing one, or are looking for a rewarding new career, creating the right opportunity for you to achieve your dream is the core principle that’s helped us consistently grow our brokerage since 2000. Our Team Coldwell Banker TREC has Sales Representatives that cover both residential and commercial real estate. Their knowledge and experience can guide you through the real estate process and help you with all the details before, during and after the sale.

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