Account management support: Facilitate and deliver onboarding for Partners in close collaboration with Account Managers - prepare an agenda for the meeting; coordinate internally with relevant teams; prepare relevant documents/presentations; support with logistics; and when appropriate onboard/introduce digital tools to partners.
Event related support: Track registrations for the full team and provide overview on status; support registration and event related queries on logistics from partners; conduct first level of account checks before handing over to the Account Manager; collate nominations from Account Managers for select communities; collate shortlist of bilateral meetings from Account Managers on the team for the Forum’s Chief Business Officer, President and Co-chairs and other Managing Directors, schedule bilateral meetings and build briefing documents (with supervision of Account Managers and Head of Region).
Data quality management: Maintain accurate account data for the portfolio, liaise with Business Services to address Salesforce issues; ensure digital tools are being efficiently deployed within the team.
Contract and invoice management: accurate and timely contract management in compliance with internal policies and procedures; liaise with Finance and Accounts Receivables team to reduce errors in billing automation processes, implying minimal intervention from Account Managers; manage invoice delivery, corrections, track overdue invoices, work with Account Managers to identify action to be taken to reduce receivables.
Day-to-day operational and administrative support to Head of the Region: the Account Associate will be responsible for the operational efficiency of the team - manage operations for team meetings; support the planning and execution of special projects, including top Forum leadership visit to the region; track timelines and milestones to deliver on the team’s objectives, using the appropriate CRM and operational tools and processes; closely monitor and evaluate key industry developments, media reports and policy changes that impact the larger ecosystem to advise on regional business strategy.