Strategic Accounts Specialist

EquipmentShare • Saint Louis, MO

3d • Onsite

About The Position

The Strategic Accounts Specialist provides essential operational and administrative support across all sales verticals. This position plays a critical role in maintaining financial accuracy, ensuring compliance, and keeping day-to-day sales operations running smoothly. This role is responsible for key back-office sales functions such as: Invoicing, collections and payment tracking, insurance compliance verification, commission tracking and reporting, and onboarding support for new clients.

Requirements

• Strong organization skills and ability to manage high-volume details accurately
• Comfort working with invoicing, documentation, spreadsheets, and data tracking
• Strong communication skills and professionalism when interacting with clients and internal teams
• Ability to multitask across multiple managers and sales verticals
• Strong reporting and Excel/Google Sheets skills
• High School Diploma or Equivalent Education or Experience
• At least 2+ years of experience in administrative support, operations, billing, accounting support, or finance support
• Experience in invoicing, collections, insurance verification, or compliance-related roles
• Experience supporting sales teams, sales operations, or revenue operations
• Familiarity with CRMs (HubSpot, Salesforce) and invoice systems (QuickBooks, NetSuite, etc.)
• Must be able to sit for prolonged periods at a desk and work on a computer.

Nice To Haves

• See challenges as opportunities
• Embrace change and continuous improvement
• Bring energy, effort, and optimism every day

Responsibilities

• Process and track accurate, timely invoicing across multiple sales verticals (Body Shop, Subscription, and Commercial accounts).
• Monitor open invoices and payment schedules, leading professional follow-ups on delinquent accounts and escalating unresolved issues.
• Partner with Sales Managers to resolve invoice discrepancies and validate commission accuracy against account data.
• Audit insurance documentation to ensure it meets company standards and manage proactive renewal tracking to prevent coverage lapses.
• Maintain comprehensive invoice logs, payment dashboards, and commission records to provide periodic performance summaries.
• Facilitate the new client onboarding process by collecting documentation, setting up account data, and ensuring a seamless transition.
• Provide high-level administrative support to multiple sales managers, including scheduling, meeting coordination, and internal communications.
• Maintain organized, retrievable, and compliant digital filing systems for all active accounts and internal logs.
• Flag inconsistencies in financial or account data and lead the resolution process through rigorous validation and correction.
• Coordinate onboarding timelines with internal teams to ensure all documentation is complete and verified within established SLAs.
• Act as the primary administrative point of contact for clients regarding invoicing, renewals, and onboarding requirements.
• Ensure all active account records remain compliant with internal policies and industry regulations.

Benefits

• Competitive compensation
• Full medical, dental, and vision coverage for full-time employees
• Generous PTO + paid holidays
• 401(k) + company match
• Gym membership stipend + wellness programs (earn PTO and prizes!)
• Company events, food truck nights
• 16 hours of paid volunteer time per year — give back to the community you call home
• Career advancement, leadership training, and professional development opportunities

What This Job Offers

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