Account Operations Specialist

Job Description 

• Position Overview:

   

  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 Strategic Programs & Partnerships Lead, interacting extensively with Vynamic Account Leads and Client Executives

  Location: India (UK hours)

   

  Approx. % of Time	Responsibility/Essential Function
  50%	Contract Operations & Client Systems Administration ·       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%	Financial Operations ·       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%	Account Enablement ·       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

   

   

  Qualifications:

  • 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
  Operates within Inizio Ignite values