Account Operations Specialist, East Coast

Palmetto Clean Technology

12h

About The Position

We are seeking a highly organized and detail-oriented Account Operations Specialist. This role will focus on managing LightReach Installers pipeline and assisting with partner accounting inquiries to ensure accurate and timely financial processing. The ideal candidate will possess strong analytical skills, problem-solving abilities, and a proactive approach to improving operational efficiency.

Requirements

Bachelors degree
3+ years of experience in account operations, financial management, or a similar role
Proficiency in Excel, and data analysis tools and/or financial reporting systems
Excellent problem-solving and analytical skills
Strong communication and interpersonal abilities to collaborate with internal teams and external
Employment is contingent upon the successful completion of a background check.

Responsibilities

Monitor, track, and manage aging customer accounts to ensure timely resolution
Creative problem solving that provides Palmetto with access to project’s PTO status (not submitted, submitted, etc)
Analyze aging reports and identify trends or discrepancies
Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts
Develop and implement strategies to reduce outstanding timelines
Prepare regular reports and updates for senior management on pipeline status
Drive recommendations on partner offboarding and sales shutoff for problem partners
Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses
Investigate and resolve discrepancies related to invoices, payments, and account reconciliations
Assist partners with understanding financial statements, billing issues, and payment processes
Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations
Maintain accurate documentation of partner interactions and resolutions