Overview
Salary Range $70,000.00 - $80,000.00 Salary/year
Position Type Full Time
Job Shift 7:30 -4:30 or 8:00-5:00
Education Level Bachelor
Travel Percentage Up to 25%
Description
The Strategic Account Analyst plays a critical role in supporting the Strategic Accounts team by gathering, analyzing, and translating data into actionable insights and client-ready presentations. This role focuses on turning complex account data into clear, strategic information that supports decision-making, strengthens customer relationships, and drives growth within our largest accounts.
The analyst will work closely with the Strategic Accounts Manager and Major Accounts Sales team to identify trends, monitor account performance, prepare customer presentations, and support strategic planning initiatives.
This position requires a highly organized and analytical individual who thrives in a fast-paced environment, is comfortable working with large data sets, and can partner effectively with high-energy sales leaders.
This role also requires the ability to transform complex datasets into visually compelling dashboards, executive summaries, and strategic presentations that clearly communicate insights to both internal leadership and enterprise customers. The analyst should be comfortable using modern visualization and presentation tools such as Power BI, AI-assisted analytics tools, and design platforms to produce polished and engaging business materials. The ideal candidate is a proactive problem solver who is independently motivated to investigate data, identify issues, and develop solutions without needing constant direction. This role requires intellectual curiosity, critical thinking, and a strong desire to uncover insights that improve account performance and support strategic decision-making.
Key Responsibilities
Strategic Account Data & Analysis
• Gather, organize, and analyze data related to major accounts including revenue, product performance, service metrics, and growth opportunities.
• Identify trends, insights, and opportunities within key accounts to support strategic planning and account development.
• Maintain reporting dashboards and account performance tracking tools.
• Prepare account summaries, forecasting models, and performance analysis for leadership review.
• Develop and maintain data visualization dashboards (Power BI or similar platforms) that provide clear visibility into account performance, device utilization, service trends, and growth opportunities.
Presentation & Sales Support
• Build client-ready presentations, executive summaries, and account review materials for strategic account meetings.
• Translate complex data into clear visual insights and compelling narratives for customers and internal leadership.
• Assist the Strategic Accounts Manager in preparing materials for quarterly business reviews (QBRs), strategic planning sessions, and client presentations.
• Ensure accuracy and consistency of data used in all customer-facing materials.
• Design visually engaging presentations, proposals, and executive summaries using tools such as PowerPoint, Adobe, Canva or similar design platforms to elevate the quality and impact of strategic account communications.
• Translate analytical findings into clear visual storytelling that helps customers and leadership quickly understand trends, opportunities, and strategic recommendations.
Strategic Account Coordination
• Collaborate with sales, operations, finance, and service teams to collect and validate account data.
• Support the Strategic Accounts Manager in coordinating projects, initiatives, and reporting related to major accounts.
• Help ensure key account initiatives stay organized, on track, and supported with the appropriate data.
• Partner with internal teams to ensure strategic account insights are aligned with operational data, service metrics, and financial performance.
Process Improvement
• Identify opportunities to improve reporting processes, data accessibility, and presentation efficiency.
• Help implement tools or processes that enhance visibility into account performance.
• Explore opportunities to leverage automation, AI-assisted analytics, and improved visualization tools to increase reporting speed, accuracy, and strategic insight generation.
Qualifications
Education & Experience
• Bachelor’s degree in Business, Data Analytics, Marketing, or related field preferred.
• 2–5 years experience in sales analytics, business analysis, strategic account support, or similar role.
• Experience supporting enterprise or major accounts preferred.
Skills & Competencies
• Strong analytical and problem-solving skills.
• Advanced proficiency in Excel and data analysis tools.
• Experience developing dashboards and visual reports using Power BI, Tableau, or similar business intelligence tools preferred.
• Strong presentation development skills (PowerPoint or similar).
• Strong visual design instincts and the ability to produce polished, executive-level presentations and reports.
• Ability to translate data into meaningful insights and recommendations.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines.
• Familiarity with modern productivity and design tools such as Adobe, Power BI, Excel, PowerPoint, Canva, AI-assisted analytics platforms, or presentation design tools is a plus.
Portfolio Requirement
Candidates may be asked to provide examples of dashboards, reports, or presentations they have developed.