Strategy and Operations Analyst

Job Description

The Account Management Business Analyst is a high-impact role that will assist in setting the annual strategy for account management teams and drive strategic initiatives to ensure that teams deliver on financial goals. They will drive business objectives and identify new risks/opportunities to grow the business. The ideal candidate will be a highly organized, detail-oriented professional with a digital mindset and advanced analytics skills who can manage cross-functional projects, develop executive-level content, and support data focused initiatives. This individual will work closely with account managers, business development leads, marketing and senior leadership to ensure seamless execution of strategic priorities.

This role is in the North America Visa Direct Strategy & Operations Team, focusing on account management excellence.

Responsibilities

Visa would like to hire a full-time business analyst.  Key goals and expectations include:

• Sales Planning & Client Engagement
• Support annual account planning efforts, including target setting and client segmentation
• Synthesize client / segment insights to identify strategic growth initiatives   
• Conduct data analysis using Tableau, PowerBI, Excel and other data tools
• Support account managers to complete research / analysis and coordinate development of storyline /contents
• Support development of client engagement plans (e.g. events) to improve customer experience 
• Account Management Operations
• Support the refinement and automation of account review and reporting processes
• Leverage AI and automation tools to enable account manager go to market and improve team efficiency
• Maintain and automate relevant account management documentation (e.g. QBR), ensuring accuracy and consistency across AM teams
• Process Improvement
• Lead or support process improvement initiatives and relative analysis
• Summarize and report on initiative progress to senior management and wider audiences

This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.

Qualifications

Basic Qualifications
2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)

Preferred Qualifications
3 or more years of work experience with a Bachelor’s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
Expertise in MS PowerPoint, Excel, Word, Power BI and Tableau for content development and analysis
Excellent communication skills (verbal & written) with the ability to explain complex business and technical concepts to a broad audience in an approachable way
Demonstrated analytical approach to problem solving
Strong project management and organization skills with the ability to independently lead and manage complex projects with multiple work streams and cross-functional stakeholders
Fast learner and critical thinker
Strong team player, self-motivated and the ability to work independently at coordinating cross functional activities, obtain buy-in and elevate issues at critical junctures appropriately
Experience in payments would be preferable but is not required