12 days old

CLM Portfolio Analyst

Sodexo
Gaithersburg, MD 20877

Unit Description

Sodexo is looking to hire three Client Life Management (CLM) Portfolio Analysts.  These roles will work from a remote home office.

 

Responsibilities include:

 

  • Enable growth and retention through proactive identification of risk and opportunities
  • Ensure Operational and Client Lifecycle Management Resources maintain access to reliable information to allocate resources in the most efficient and effective manner
  • Ensure Client Lifecycle Management data and information is available to support fact-based decision making for all contract management activities, enabling new rigor to and resource allocation for Operations
  • Monitor and audit CRM for Clients for Life activities to identify KPI and KQI adherence, supporting with risk identification and opportunities for growth.
  • Ensure CLM PAs develop strong understanding of CFL Best Practice KPIs and KQIs
  • Stay aligned with the CFL team to ensure consistent understanding of CFL tools and their continual evolution
  • Communicate identified CFL activity weaknesses with the CRE community for additional training.

Primary Duties & Responsibilities

 

      Analyze Segment portfolio

  • Identify accounts that display opportunities for growth or risk factors impacting likelihood to retain the account
  • Analyze accounts identified as at risk or at key account milestones for drivers of risk to help inform efforts of Operations team and CLM Manager utilizing prescribed tools
  • Audit contract \u2018One Plans to understand risks to retention and growth and effectively communicate issues to Operations and CLM Leadership
  • Perform regular audits on quality of the

 Ensure data properly contained within systems that enables dashboarding of portfolio and CLM     activities

  • Enable weekly, monthly, and quarterly dashboarding for use by Segment Operations.
  • Ensure CLM PAs develop strong understanding of CFL Best Practice KPIs and KQIs
  • Stay aligned with the CFL team to ensure consistent understanding of CFL tools and their continual evolution
  • Communicate identified CFL activity weaknesses with the CRE community for additional training.

      Generate insights to inform resource allocation

  • Support CLM VP with identification of areas where additional support would be beneficial

      Socialize dashboard updates with Segment Leadership to effectively communicate findings

 

Knowledge & Skills

  • Technical ability (Excel)
  • Strong quantitative and qualitative analytical skills (Power BI)
  • Experience with data analysis and data visualization
  • Experience in managing/operating within relational databases and/or systems
  • Strong written & verbal communication skills
  • Collaborative nature with ability to work with various Segment functions

Position Summary

  • Analyze Segment portfolio
    • Identify accounts that display opportunities for growth or risk factors impacting likelihood to retain the account
    • Analyze accounts identified as at risk or at key account milestones for drivers of risk to help inform efforts of Operations team and CLM Manager utilizing prescribed tools
    • Audit contract \u2018One Plans to understand risks to retention and growth and effectively communicate issues to Operations and CLM Leadership
  • Ensure data properly contained within systems that enables dashboarding of portfolio and CLM activities
    • Enable weekly, monthly, and quarterly dashboarding for use by Segment Operations.
  • Generate insights to inform resource allocation
  • Support CLM Director with identification of areas where additional support would be beneficial
  • Socialize dashboard updates with Segment Leadership to effectively communicate findings
  • Support Segment analytics teams to update risk assessment models with new data and insights from ongoing monitoring of account portfolio

 

Qualifications & Requirements

Basic Education Requirement - Bachelors Degree 

Basic Functional Experience - 3 years Sodexo is an EEO/AA/Minority/Female/Disability/Veteran employer.

 

Categories

Posted: 2020-09-11 Expires: 2020-10-11

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CLM Portfolio Analyst

Sodexo
Gaithersburg, MD 20877

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