Ensure all account information is accurate, organized, and up to date from the time a sale closes through final billing
Gather updates from Account Managers, maintain internal systems, and document changes in scope, cost, schedule, and pricing
Serve as the operational link between Account Managers and Sales Operations to support timely, accurate invoices
Monitor schedule updates and coordinate with Construction to confirm milestones when progress or timelines are unclear
Collaborate with Finance, Construction, and Operations to resolve documentation or billing discrepancies
Prepare financial summaries, maintain consistent and audited documentation across systems, and help ensure smooth handoffs between teams

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2 years of administrative support; project management or business analysis
Strong analytical and conceptual thinking to interpret scope changes, understand financial impacts, and reconcile data across systems
Strong ownership mindset to track and update cost, pricing, and project details from the moment work is approved until billing is completed
Detail‑oriented with strong organizational skills to manage multiple change orders, track approvals, and maintain accurate documentation
Excellent interpersonal skills to work effectively with Account Managers, Sales Operation, Construction Operations and other internal parties
Experience working in a CRM system (e.g., Salesforce)
Proficient in managing documents, versions, and project files in platforms like Procore, Salesforce and other internal systems
High proficiency in Microsoft Excel, Word, and Outlook. Intermediate skills in Microsoft Excel skills, managing and creating multiple reports
Experience compiling quotes or pricing summaries from multiple data sources.

Account Analyst

Key skills