Job Description
Position Overview:
The Account Operations Specialist supports leadership of top revenue generating accounts ($5M+) with key contracting, financial governance, and team enablement activities. This may include SOW review and system administration, invoicing milestone management, revenue and billing quality checks, expense oversight, onboarding/offboarding coordination, and overall process compliance to ensure smooth account functioning. The Account Operations Specialist will support Vynamic Client Services and will report to Head of Client Services, interacting extensively with the Account Leads and Client Executives.
Location: India (UK hours)
Approx. % of Time
Responsibility/Essential Function
50%
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
40%
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
10%
Account Enablement
- Maintaining account onboarding and offboarding SOPs
- Manage Account Lead onboarding
- Execute additional account enablement requests in partnership with Account Leads, Client Executives, and/or Head of Client Services as necessary
Qualifications:
- Minimum of 3 years of experience with reporting/analytics
- 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.
- Basic working knowledge of CRM and demand tracking systems (e.g., Salesforce, HubSpot)
- Basic working knowledge of reporting
- 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
- Excellent follow-up skills and attention to details
- Operates within Inizio Ignite values
Don't meet every job requirement? That's okay! Our company is dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but your experience doesn't perfectly fit every qualification, we encourage you to apply anyway. You may be just the right person for this role or others.
Skills Required
- Minimum of 3 years of experience with reporting/analytics
- Experience working in or with a Sales Operations, Client Operations, or Business Development function
- Bachelor's degree
- Strong knowledge of MS Office products including Excel, PowerPoint and SharePoint
- Basic working knowledge of CRM and demand tracking systems (e.g., Salesforce, HubSpot)
- Basic working knowledge of reporting
- Strong verbal and written communication skills
- Excellent organizational skills and ability to manage many moving pieces
- 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
- Excellent follow-up skills and attention to detail
- Operate within Inizio Ignite values
What We Do
Ashfield Advisory is a business unit that provides integrated advisory and consulting services to the healthcare industry, leveraging an ecosystem of specialized businesses for insight, strategy, and action.
