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

Responsibilities

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; 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; 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

Requirements

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); 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

Nice to have

Experience working in or with a Sales Operations, Client Operations, or Business Development function preferred