Account Operations Specialist
Palmetto Clean TechCharlotte, North Carolina
Full Time
Posted March 26, 2026
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Application opens on company website
Job Description
The Account Operations Specialist will manage customer accounts and partner financial inquiries, ensuring accurate and timely processing, while collaborating across teams to improve operational efficiency within a clean energy technology company.
Key Responsibilities
- Manage and track aging customer accounts to ensure timely resolution
- Analyze aging reports to identify trends or discrepancies
- Collaborate with internal teams to address overdue accounts and improve operational efficiency
- Develop and implement strategies to reduce outstanding account timelines
- Serve as the primary contact for partner accounting inquiries, ensuring accurate and timely responses
- Investigate and resolve discrepancies related to invoices, payments, and account reconciliations
- Assist partners with understanding financial statements, billing issues, and payment processes
- Maintain documentation of partner interactions and resolutions
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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