Account Operations Specialist

4AllPromos • Old Saybrook, CT

13h • Onsite

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.

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.
• 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
• Ability to type at a minimum 40 WPM
• Bring a positive and productive attitude to work every day

Nice To Haves

• Some college coursework is a plus
• Comfort with technology: experience with Google Workspace and CRM systems is a bonus

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.
• Support additional projects and responsibilities as business needs evolve.

What This Job Offers

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