Account Operations Specialist
Palmetto Clean TechCharlotte, North Carolina
Full Time
Posted December 22, 2025
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Job Description
The Account Operations Specialist will manage customer account pipelines and support partner accounting inquiries to ensure accurate financial processing, while collaborating across teams to improve operational efficiency and resolve discrepancies.
Key Responsibilities
- Manage LightReach Installers pipeline and monitor aging customer accounts to ensure timely resolution
- Analyze aging reports to identify trends or discrepancies and develop strategies to reduce outstanding timelines
- Collaborate with accounting, finance, sales, and customer success teams to address overdue accounts and improve operational efficiency
- Serve as the primary contact for partner accounting inquiries, resolving discrepancies related to invoices, payments, and account reconciliations
- Assist partners with understanding financial statements, billing issues, and payment processes
- Prepare reports and updates for senior management on pipeline status and partner financial activities
Requirements
- Bachelor's degree
- At least 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 partners
- Employment is contingent upon the successful completion of a background check
Benefits & Perks
unlimited PTO
medical coverage
dental coverage
vision coverage
paid parental leave
retirement plans
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