Account Operations Specialist

4Ap Holdings • Old Saybrook, CT

7h

About The Position

The Account Operations Specialist plays a key role in ensuring seamless communication and coordination between our company and customers. This position supports account managers, streamlines processes, and enhances overall customer satisfaction. To succeed and thrive in this role, you will also be expected to support additional projects and responsibilities as business needs evolve.

Requirements

• High level of accuracy in handling orders and executing account-related tasks.
• Analytical skills to identify root causes of issues and implement effective solutions in collaboration with internal teams.
• Ability to work effectively within cross-functional teams to meet client needs and achieve business objectives.
• Experience with CRM software, Microsoft Office (particularly Excel), and other business tools for data management and reporting.
• Proactive approach to building and maintaining strong client relationships through regular communication and problem-solving.
• High school diploma or equivalent; some college coursework is a plus
• Prior administrative and customer service experience
• Strong communication, interpersonal, and decision-making skills
• A proactive, positive attitude with a focus on solutions and customer satisfaction
• Ability to multitask and prioritize in a fast-paced environment
• Comfort with technology: experience with Google Workspace and CRM systems is a bonus
• Ability to type at a minimum 40 WPM
• Bring a positive and productive attitude to work every day
• Ability to remain in a stationary position for prolonged periods while working at a computer.
• Ability to communicate effectively with customers over the phone and via email or live chat.
• Must be able to perform repetitive tasks, such as typing, with attention to detail.

Nice To Haves

• Comfort with technology: experience with Google Workspace and CRM systems is a bonus
• High school diploma or equivalent; some college coursework is a plus

Responsibilities

• Cross-Functional Coordination: Work closely with sales, marketing, operations, and customer service teams to fulfill client requests, resolve issues, and meet service level agreements (SLAs).
• Client Onboarding: Assist with the onboarding process for new clients requesting online quotes by gathering necessary documentation, setting up accounts, and providing pricing details.
• Data & CRM Management: Track client interactions, update order information, and document approvals within the CRM system, ensuring accurate records and timely follow-ups.
• Account Management Support: Provide backend support to Account Managers by handling administrative tasks, processing steps, and follow-ups to keep workflows on track.
• Team Support: Maintain a flexible approach to work assignments, contributing wherever support is most needed.
• Adaptability: Flexibility to adjust to evolving client needs, business priorities, and industry trends.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED