Account Operations Specialist
Palmetto Clean TechnologyCharlotte, North Carolina
Full Time
Posted March 26, 2026
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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 tech company focused on renewable energy solutions.
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 and resolve 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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