Account Operations Specialist
Palmetto
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $76,500 - $90,000 per year
Job Level
Mid-LevelSenior
About the role
- Monitor, track, and manage aging customer accounts to ensure timely resolution
- Creative problem solving that provides Palmetto with access to project’s PTO status (not submitted, submitted, etc)
- Analyze aging reports and identify trends or discrepancies
- Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts
- Develop and implement strategies to reduce outstanding timelines
- Prepare regular reports and updates for senior management on pipeline status
- Drive recommendations on partner offboarding and sales shutoff for problem partners
- Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses
- Investigate and resolve discrepancies related to invoices, payments, and account reconciliations
- Assist partners with understanding financial statements, billing issues, and payment processes
- Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations
- Maintain accurate documentation of partner interactions and resolutions
Requirements
- Bachelors degree
- 3+ years of experience in account operations, financial management, or a similar role
- Proficiency in Excel, and data analysis tools and/or financial reporting systems
- Excellent problem-solving and analytical skills
- Strong communication and interpersonal abilities to collaborate with internal teams and external
Benefits
- unlimited PTO
- medical coverage
- dental coverage
- vision coverage
- paid parental leave
- retirement plans
- professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisfinancial managementaccount operationsproblem-solvinganalytical skillsfinancial reporting
Soft skills
communicationinterpersonal abilitiescollaboration
Certifications
Bachelors degree