Job Overview
They are responsible for the operational support of the respective Key Account Managers to ensure successful management of assigned accounts, timely and compliant revenue recognition, and optimal client satisfaction across PCS / RWS engagements.
The role owns end-to-end CRM opportunity administration, billing enablement, and reporting that keep projects on schedule and revenue on plan.
Essential Functions
CRM & Opportunity Management
New opportunity creation in CRM (account, owner, products, pricing, TCV, regions).
Opportunity updates : advance stages, maintain PA and Projects linkage, ensure forecast accuracy.
Data quality stewardship (close dates, probability, products, contacts) and pipeline hygiene reviews.
Revenue & Billing Operations
Prepare and submit invoicing requests in line with SOW / WOs and internal controls.
POD posting per internal policy to enable billing; track approvals and resolve exceptions.
Coordinate IRSAs emails to PMs (ICR) and follow through to completion for audit readiness.
Project Financial Reporting
Compile and distribute hours reports (weekly / monthly) with variance commentary.
Produce Time & Material (T&M) reports and reconcile to billing events.
Prepare expenses reports at project / account level; validate charges and coding.
Commercial Enablement & Governance
Quality control of Statements of Work for accuracy, terms alignment, and internal compliance.
Support RFI / RFP responses (inputs consolidation, pricing templates, document coordination).
Management of Salesforce.com CRM usage, budgeting / forecasting cadence, and user training.
Qualifications
Bachelor's Degree (Business, Finance, Operations, or related field preferred).
Completed commercial apprenticeship; 2–3+ years in an administrative, Sales Operations, Revenue Operations, or Project Operations role is an advantage.
English advanced (both writing and speaking)
Knowledge of Microsoft Excel, Word and understanding of costing models.
SFDC (Salesforce.com) experience required; SAP or other ERP exposure is a benefit.
Detail-oriented, organized, and deadline-driven; able to manage multiple priorities at quarter end.
Excellent communication and stakeholder management; very good team player.
Flexibility and willingness to join a dynamic, fast-paced environment; proactive problem solver.
CV must be submitted in English
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IQVIA is committed to embracing a diverse and inclusive work environment.
Our goal is to attract and retain the best people, regardless of their gender, race, marital status, ethnic origin, national origin, age, disability, sexual orientation, gender identity or any other characteristic.
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Analyst • São Paulo, Brasil