Account Operations Specialist
Core
Supports leadership of top revenue generating accounts ($5M+) with key contracting, financial governance, and team enablement activities.
Role type
Account Operations Specialist
Builds
Smooth account functioning for top-tier clients
Domain
Health and life sciences advisory
Required skills
Contract operations, Financial operations, Account enablement, SOW review, Invoicing management, Revenue allocation review, Expense oversight, System administration, Onboarding/offboarding coordination, Process compliance
Preferred skills
Sales Operations experience, Client Operations experience, Business Development experience, CRM usage, Demand tracking
Technologies
Salesforce, HubSpot, MS Office (Excel, PowerPoint, SharePoint)
Responsibilities
Review SOWs against account standards, Enter invoicing milestones in client systems, Manage client laptop provisioning/returns, Review monthly revenue allocation with Finance, QC monthly invoicing, Review account expense reports, Support Account Lead with sales bonus de-identification, Maintain account onboarding and offboarding SOPs, Manage Account Lead onboarding
Seniority
Mid-level, hands-on IC