Account Manager - Data Management

Job Description:

I.Key Responsibilities:

Data Management & Reporting:

• Develop, manage, and maintain complex Excel spreadsheets and workbooks to organize and analyze data.
• Design and implement automated reporting processes using Power Automate to streamline workflows and reduce manual effort.
• Create dashboards, pivot tables, and charts in Excel to visualize data and provide actionable insights for clients and internal stakeholders.
• Ensure the accuracy and integrity of all data inputs and outputs by establishing robust validation checks and data validation processes.

Process Automation:

• Utilize Power Automate to automate routine processes, such as data collection, report generation, data synchronization across different systems, and more.
• Continuously assess existing workflows and processes for opportunities to enhance efficiency and reduce manual intervention.

Client Account Management:

• Collaborate with clients to understand their data management and automation needs and provide tailored solutions.
• Ensure smooth communication and support between clients and internal teams by addressing client inquiries and resolving data-related issues promptly.
• Develop and maintain positive relationships with clients, helping them leverage data insights and automation tools for their business growth.

Training & Support:

• Provide training to team members or clients on Excel best practices, Power Automate functionality, and efficient data management techniques.
• Offer ongoing support to clients, assisting with troubleshooting, automation setup, and process optimization.
• Keep up-to-date with the latest features of Excel and Power Automate, ensuring the team adopts best practices and stays current with technology advancements.

Process Documentation:

• Document all automation processes and workflows for future reference and knowledge transfer.
• Create clear and concise user guides and standard operating procedures (SOPs) related to Excel-based reporting and automation processes.

Project Management:

• Lead or support data-driven projects, ensuring timelines are met, and project objectives are achieved.
• Track and report on the progress of ongoing initiatives related to data management, automation, and reporting.
• Proven experience working with Microsoft Excel (advanced formulas, pivot tables, VLOOKUP, data analysis, etc.) and Power Automate to design and implement automation workflows.
• Strong understanding of data management principles, reporting, and process optimization.
• Familiarity with integrating Excel and Power Automate with other softwares (e.g., SPs, Power Apps).
• Good communication skills with the ability to convey complex data concepts clearly to both technical and non-technical audiences.
• Ability to manage multiple projects simultaneously and meet deadlines.
• Strong problem-solving skills and attention to detail.

Desired Skills:

• Knowledge of other automation tools like Power BI, Power Apps, or SQL is a plus.
• Experience with data visualization and business intelligence platforms.
• Prior experience working in client-facing roles is preferred.

Personal Attributes:

• Highly organized with strong time-management skills.
• Ability to work independently as well as in a team environment.
• Proactive attitude with a focus on continuous improvement.
• Strong analytical mindset and a passion for problem-solving.
• Client-focused and dedicated to delivering high-quality results.

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