Account Operations Specialist

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Skills you'll use

What you'll do

• Contract Operations & Client Systems Administration
• · Review SOWs against account standards and maintain SOW/CO templates
• · Enter invoicing milestones in client systems
• · Set up new team members, manage team member extensions, and partner with Vynamic team members to get approvals in client systems
• · Manage client laptop provisioning/returns
• Financial Operations
• · Review monthly revenue allocation with Finance
• · QC monthly invoicing
• · Review account expense reports prior to account lead approval and flag outliers
• · Support Account Lead with sales bonus de-identification/emails

Who can apply

• Minimum of 3 years of experience with reporting/analytics
• Minimum of 1 years of experience with CRM and demand tracking systems (e.g., Salesforce, HubSpot)
• Experience working in or with a Sales Operations, Client Operations, or Business Development function preferred
• Bachelor’s degree required
• Strong knowledge of MS Office Products including Excel, PowerPoint and SharePoint.
• Strong verbal and written communication skills
• Excellent organizational skills, keeping track of many moving pieces amid constant change
• Strong analytical skills
• Ability to interface effectively with internal team members and external parties
• Ability to prioritize and multi-task successfully in a fast-paced environment

About Inizio

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