Blue Beyond is a woman-owned management consulting firm that focuses on the people side of business — culture, change management, organizational effectiveness, communications, talent, and diversity, equity and inclusion. We partner with the world’s most innovative Fortune 1000 companies as well as groundbreaking non-profit organizations to help them build organizations where both the business and the people thrive.

Founded on a culture of deep trust, high expectations, and genuine human connection, we truly believe that each member of the Blue Beyond team is part of the secret sauce that makes us, us.  

If you love to learn for a living, and are excited by analytics and leveraging data to optimize systems and develop insights to inform decisions, our Project and Account Management Analyst could be the role for you!

This remote role will report to our Head of Finance and IT and will enable seamless execution of our day-to-day ‘Close to Cash’ process. The Project and Account Management Analyst will play an integral role in holistic account management including: planning, resourcing, invoicing, and data reporting and analysis across multiple client accounts. The ideal candidate will have a proven track record of leveraging technology and system analytics to enable organizational productivity, team effectiveness, and profitable business growth.

Responsibilities

  • Support our consulting Leads across diverse client portfolios in a variety of ways, but primarily through:
    • Account analysis to support scoping and pricing
    • Budget and staff utilization planning
    • Client billing and invoicing
    • Contact management in our CRM
  • Inform staffing decisions by partnering with consulting Leads to plan resource utilization for all projects, maintaining visibility across shared resources 
  • Compare planned vs actual resource utilization and flag discrepancies
  • Manage the monthly client invoice process to ensure timely client billing
  • Support the Lead to ensure pricing and profit margins are aligned with the expected scope and delivery of consulting services 
  • Utilize and maintain timely reports and dashboards with accurate data to improve business productivity, profitability, and team effectiveness 
  • Proactively flag any potential issues or discrepancies to the consulting Lead and leadership team
  • Actively communicate with and keep the team informed of all account management progress, needs, and gaps
  • Prepare reports for and support annual, quarterly, monthly, and weekly business meetings
  • Contribute to our business development efforts by keeping CRM data current, providing support for large-scale RFPs, and new account onboarding (i.e., navigating procurement portals, finance set-up, contract review, etc.)
  • Participate in select leadership team meetings to stay abreast of pipeline and account activity and glean an understanding of reporting needs
  • Consistently leverage and be a champion for our tools to encourage the team to keep data accurate and up to date 
  • Be familiar with business objectives and priorities in order to proactively ensure account management and resourcing processes are aligned 
  • Advise on overall Blue Beyond Close to Cash improvements and support continuous learning and improvement of business processes and tools

What You Bring to the Role

Ideally, you’ll have experience in project management, data analysis, business administration and/or a related field and are ready to jump in and add immediate value. 

  • Demonstrated competency with a wide variety of channels, tools, and technology focused on communication, project management, and data analysis
  • A track record of juggling multiple tasks and projects through to completion, often with competing priorities
  • Effective at building strong relationships based on mutual respect and trust with a collaborative and responsive approach to work
  • A great listener who asks good questions, learns quickly, and finds ways to make the team better every day
  • Comfort with ambiguity
  • Ability to communicate effectively: build consensus, facilitate working sessions, and negotiate solutions and alternatives
  • Ability to prepare detailed written instructions and documentation
  • Ability to analyze instructions and data 
  • Ability to maintain records, prepare reports, and conduct correspondence related to the work
  • Tech savvy with the ability to learn new tools and systems quickly
  • Persuasive writing, communication, and presentation skills with an ability to appropriately adjust content/style to audience and timing
  • Passionate about getting the job done with excellence and pride of ownership
  • Equally comfortable working independently and collaboratively
  • Committed to Blue Beyond’s mission and values

Qualifications

  • 1-2 years of work experience in a project or administrative support role – internship experience considered
  • Associate’s Degree in computer science, data processing, IT systems, networking, systems analysis, computer programming, or mathematics -comparable work experience considered
  • Solid analytic and organizational skills
  • Experience with CRM, project management, and similar account management tools – Zoho experience a plus
  • Proficient in Microsoft Office suite, Google Suite, Box, and Zoom -Expert Excel preferred
  • Experience optimizing and developing new and existing information technology systems 
  • Strong knowledge of IT concepts and basic operating principles of data communications and information systems hardware and software
  • Strong communications skills, both written and verbal

About Blue Beyond

Blue Beyond is a purpose-focused and growing management consulting firm with more than 65 team members and clients across North America. Blue Beyond has been certified as a Great Place to Work® annually since 2015 and was named one of the US’s Best Small & Medium Workplaces by Great Place to Work® and Fortune in 2020, 2019, and 2017. Blue Beyond was also named one of the Best Workplaces in the Bay Area by Great Place to Work® and Fortune in 2019.

At Blue Beyond, we love building effective organizations where both the business and the people thrive. We do it for our clients and for our team members. 

We are proud to be an equal opportunity employer, offering an inclusive culture where learning for a living– and from each other – is a way of life. We actively nurture this culture and are committed to growing and sustaining a team that represents a true diversity of backgrounds, identities, and experiences, together with a workplace where everyone feels welcomed and valued. 

If our approach resonates with you, you belong here. All qualified applicants will receive consideration for employment. 

This commitment applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.

Learn more about Blue Beyond.

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