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)
Responsibility/Essential Function
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
Financial Operations
- Review monthly revenue allocation with Finance
- Review account expense reports prior to account lead approval and flag outliers
- Support Account Lead with sales bonus de-identification/emails
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
- 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.
- Basic working knowledge of CRM and demand tracking systems (e.g., Salesforce, HubSpot)
- Basic working knowledge of reporting
- Strong verbal and written communication skills
- Excellent organizational skills, keeping track of many moving pieces amid constant change
- 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
