Account Operations Associate

Agero, Inc.

Account Operations Associate supporting a portfolio of client accounts to ensure service delivery at Agero. Collaborating with teams to drive operational efficiency and client satisfaction through strategic oversight and issue resolution.

Posted 7/17/2026full-timeRemote • Arizona, California, Florida, Illinois, Massachusetts, Missouri, New Hampshire, New Mexico, New York, North Carolina, Tennessee, Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client operations and support, utilizing SaaS tools and data reporting to enhance service delivery and operational efficiency. Strong organizational skills and effective communication are essential for managing multiple accounts and driving continuous process improvement.

Highest-signal resume keywords

Client Support ExperienceSaaS Tools ProficiencyData Fluency & ReportingContinuous Process ImprovementEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Operations WorkflowsData AnalysisExcelGoogle SheetsCRM Reporting

Soft Skills

Organizational AgilityCreative Problem SolvingResourcefulnessCollaborative Partnership

Industry Keywords

Operational AccuracyService DeliveryClient SatisfactionRetentionProcess Improvement

About the role

Key responsibilities & impact

The Account Operations Associate is responsible for supporting a defined portfolio of client accounts through consistent service delivery, strategic operational oversight, and reliable execution.
Anchored on optimizing operational accuracy, this role ensures timely issue resolution and facilitates smooth renewal cycles.
Serving as a key resource for the Account Management, Client Success and Support teams, ensuring seamless coordination across departments to deliver responsive service.
Focuses on auditing and enhancing internal workflows, driving continuous process improvement for all functions that impact client satisfaction and retention.

Requirements

What you’ll need

2-4 years of experience in client support, customer service, account operations, or related roles.
Demonstrated proficiency with SaaS tools and client operations workflows.
Experience using data tools (e.g., Excel, Google Sheets, or CRM reporting) to track and interpret key metrics.
Proven ability to interpret daily or weekly reports to highlight areas of improvement or success.
Effective Communication: Demonstrates a clear, professional communication style with a customer-first mindset.
Organizational Agility: Highly organized with strong attention to detail and the ability to manage multiple accounts, conflicting priorities, and administrative tasks effectively.
Data Fluency & Reporting: Capable of navigating reporting tools to monitor performance, identify patterns, and communicate the practical meaning of data to the team.
Continuous Process Improvement: Proactively optimizes personal workflows to increase efficiency.
Creative Problem Solving & Resourcefulness: Approaches operational challenges with a solution-oriented mindset.
Collaborative Partnership: Proactive in identifying issues and opportunities, serving as a dependable partner to internal teams.

Benefits

Comp & perks

Health and Wellness: Healthcare, dental, vision, disability, life insurance, and mental health benefits for associates and their families.
Financial Security: 401(k) plan with company match and tuition assistance to support your future goals.
Work-Life Balance: Flexible time off, paid sick leave, and ten paid holidays annually.
Family Support: Parental planning benefits to assist associates through life’s milestones.
Bonus/Incentive Programs