Account Operations Specialist, East Coast
Palmetto Clean TechLocation not specified
Full Time
Posted December 31, 2025
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Application opens on company website
Job Description
The Account Operations Specialist will manage customer accounts and support partner accounting inquiries to ensure accurate financial processing, while collaborating with various teams to improve operational efficiency within a clean tech company's financial and partner management functions.
Key Responsibilities
- Manage and track aging customer accounts to ensure timely resolution
- Analyze aging reports to identify trends or discrepancies
- Collaborate with accounting, finance, sales, and customer success teams to address overdue accounts
- Develop and implement strategies to reduce outstanding account timelines
- Prepare reports and updates on pipeline status for senior management
- Support partner accounting inquiries by investigating and resolving discrepancies
- Assist partners with understanding financial statements, billing issues, and payment processes
- Maintain accurate 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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