Account Operations Specialist
Palmetto Clean TechnologyLocation not specified
Full Time
Posted January 3, 2026
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Job Description
The Account Operations Specialist supports extension request processing, queue management, and partner accounting inquiries within a clean tech company's financial and partner management systems, ensuring accuracy and compliance in a fast-paced environment.
Key Responsibilities
- Process and validate extension requests according to SOPs and escalation guidelines
- Manage queues and update extension statuses in system tools
- Support partner accounting inquiries by investigating discrepancies and resolving issues
- Collaborate with internal teams to improve financial workflows and partner experience
- Maintain accurate documentation of partner interactions and resolutions
Requirements
- Bachelor's degree
- 2 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
- Ability to support extension request processing, including validating documentation completeness and compliance with extension criteria, categorizing extension reasons, updating extension status and decisions in system tools, and maintaining SLA compliance for extension review and response timelines
- Ability to support partner accounting inquiries by investigating and resolving discrepancies related to invoices, payments, and account reconciliations, assisting partners with understanding financial statements, billing issues, and payment processes, and maintaining accurate documentation of partner interactions and resolutions
- Ability to operate within established SOPs and escalation guidelines, including supporting system updates, queue management, and utility status review
- 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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