Account Operations Specialist

The Account Operations Specialist supports leadership of top revenue generating accounts ($5M+) with key contracting, financial governance, and team enablement activities. This may include SOW review and system administration, invoicing milestone management, revenue and billing quality checks, expense oversight, onboarding/offboarding coordination, and overall process compliance to ensure smooth account functioning. The Account Operations Specialist will support Vynamic Client Services and will report directly to Ignite’s Project Operations Lead, interacting extensively with Vynamic Account Leads and Client Executives.

50%

·       Review SOWs against account standards and maintain SOW/CO templates

·       Enter invoicing milestones in client systems

·       Set up new team members, manage team member extensions, and partner with Vynamic team members to get approvals in client systems

·       Manage client laptop provisioning/returns

40%

·       Review monthly revenue allocation with Finance

·       QC monthly invoicing

·       Review account expense reports prior to account lead approval and flag outliers

·       Support Account Lead with sales bonus de-identification/emails

10%

·       Maintaining account onboarding and offboarding SOPs

·       Manage Account Lead onboarding

·       Execute additional account enablement requests in partnership with Account Leads, Client Executives, and/or Head of Client Services as necessary

• Minimum of 3 years of experience with reporting/analytics
• Minimum of 1 years of experience with CRM and demand tracking systems (e.g., Salesforce, HubSpot)
• Experience working in or with a Sales Operations, Client Operations, or Business Development function preferred
• Bachelor’s degree required
• Strong knowledge of MS Office Products including Excel, PowerPoint and SharePoint.
• Strong verbal and written communication skills
• Excellent organizational skills, keeping track of many moving pieces amid constant change
• Strong analytical skills
• Ability to interface effectively with internal team members and external parties
• Ability to prioritize and multi-task successfully in a fast-paced environment
• Excellent follow-up skills and attention to details