Account Operations Job Description

Account Operations Job Description

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Account operations provides data aggregation and visual representation through the use of analytic tools such as Spotfire, Excel, and Microsoft Business Analytics etc.

Account Operations Duties & Responsibilities

To write an effective account operations job description, begin by listing detailed duties, responsibilities and expectations. We have included account operations job description templates that you can modify and use.

Sample responsibilities for this position include:

Liaise with frontline/compliance/other supporting units on documentation related issues
Review on KYC / AML checking for account opening
Review and develop operation procedures and forms
Organize periodic trainings on account documentation
Carry out UATs on system implementation
Coordinate closely with Settlement Team on daily operation
Other tasks as assigned by head of department
Deliver insightful POS / category / products analysis to understand shoppers behavior of special channel
Manage department related projects and initiatives from inception through deployment and ensure quality against all deliverables
Drive initiatives forward with the goal of improving department, cross team efficiencies and process

Account Operations Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Account Operations

List any licenses or certifications required by the position: PMP, CSPM, ITIL, CMA, CRM, II, IAT, DOD, TIPS, DCI

Education for Account Operations

Typically a job would require a certain level of education.

Employers hiring for the account operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Management, Education, General Education, Engineering, Finance, Business/Administration, Criminal Justice, Marketing, Business/Management

Skills for Account Operations

Desired skills for account operations include:

Word
Microsoft Office tools
Particularly Excel
PowerPoint
Call center services industry and best practices
Federal and state call center compliance regulations
Microsoft Office programs and multiple operating systems
Excel
Technology
Windows for Mac

Desired experience for account operations includes:

Liaise with Credit, Production and Shipping departments in the resolution of issues
Support the department in confirmation run and cleaning of order book where appropriate
Liaise with internal departments and ensure production, shipping and credit problems are solved in a timely manner
Degree holders in Business, Management or Finance related discipline
Excellent knowledge of account documentation on various types of accounts, including but not limited to CIES, Individuals, Corporate and Financial Institution
Good knowledge of relevant regulatory and policies

Account Operations Examples

1

Account Operations Job Description

Job Description Example
Our company is hiring for an account operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account operations
  • Working with counterparties, custodians, Euroclear, Crest, DTCC, OMGEO and SWIFT
  • Providing expertise to the team, existing clients and prospects in trade processing matters
  • Setting up processes to do with confirmations and settlements and improving/ reducing process risk for the processing team in India for trade processing procedures
  • Understand department procedures and required accountabilities
  • Process standardized or routine transfers in accordance with applicable FINRA rules
  • Manages the operational business relationship of mid- size to large domestic accounts
  • Examples include fire and life safety, environmental, or industry/client specific third-party compliance standards such as JCAHO, ISO 14001, cGMP
  • Provide accurate, timely and professionally written or verbal, statistical reports to management for historical, current status and forecasting purposes (including, but not limited to, budgets, pricing, revenue, staffing, training, seating)
  • Prioritizes and directs the execution of initiatives for the Ad Operations organization
  • Accountable for setting and delivering against APAC and EMEA revenue objectives and monthly/quarterly business objectives
Qualifications for account operations
  • Minimum Bachelor in Business discipline
  • Knowledge of Cash Operations products – Money Transfer, Check Processing, ACH, - a plus
  • Bachelor’s degree, preferably in advertising, public relations or communications
  • Develop knowledge of Financial and Contractual issues
  • Should have supported customer success managers in your current or previous roles
  • Candidates working in MNC’s at similar roles preferred
2

Account Operations Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of account operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account operations
  • Answer general advertising-related inquiries from Sales, Marketing, and business unit team members.• Work with cross-functional teams (Pricing, Revenue Assurance, Finance, Credit, ) to resolve issues and problems as they arise
  • Develop and share best practices with Advertising Operations management in APAC and other regions
  • Lead regular management team meetings to keep them informed, listen and discuss current issues and problems, and share best practices
  • Drive quality and customer service improvements with the Operations team and regional partners
  • Partner with your team, along with the Sales department, to schedule, book and track each shipment to its completion across all modes of transportation (TL, LTL, Partial, Flatbed)
  • Verify timely pick-ups and deliveries, resolving issues and approving invoices with a sense of urgency to any discrepancies
  • Drive efficiency for the overall book of business by analyzing and executing new strategies for increased growth and profitability
  • Maintain current operating procedures and update when necessary
  • Review past sales activity for historic trends and expectations
  • Managing day-to-day relationships with key carriers and develop agreeable resolutions for any problematic carriers
Qualifications for account operations
  • Ability to work any shift, including some weekends
  • Must be able to work effectively with all levels of internal and external customers
  • Bachelor's degree is a must with minimum 3 years of work experience
  • Preferred A Bachelor's Degree in a related field Bachelor's degree may be substituted for 2 years of required experience
  • Required 2+ years of experience in researching and resolving operational issues
  • Preferred Other experience in a healthcare environment with technical proficiency in Claims, Configuration or Operations with experience working with claims data and inaccurate payments
3

Account Operations Job Description

Job Description Example
Our company is looking to fill the role of account operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account operations
  • Acts as an escalation point for account receivables operations teams
  • Ensures that any reconciliation anomalies are investigated thoroughly to conclusion
  • Identifies any trends/training needs as a result of reconciliation items and provides feedback to Team Leaders
  • May assist Team Leader with coordinating and supporting overall successful day-to-day team operations and more complex tasks or resolving issues
  • Work may include managing investigation cases, ensuring prompt and successful case resolution
  • Trains new staff members providing coverage to support different shifts
  • Involved in projects and initiatives to enhance, streamline and automate the existing processes and reduce the risk of errors where applicable
  • Ensures front-end back-end (churn) performance is in line with client expectations and has full awareness of Results’ status at all times and in accordance with clients’ expectations
  • Grows account volume and is able to determine additional lines of business through other client resources
  • Develop and sell regional programming and events
Qualifications for account operations
  • Intermediate Other Ability to understand, interpret and communicate provider contracts
  • Intermediate Other Ability to understand, interpret and communicate Medicare and Medicaid contracts
  • Intermediate Other Ability to understand regulatory guidance as it relates to provider reimbursement
  • Intermediate Other Strong critical thinking skills
  • Intermediate Other Proficiency with professional claims, configuration and/or provider contracts
  • Preferred A Bachelor's Degree in Health Administration, Business
4

Account Operations Job Description

Job Description Example
Our company is growing rapidly and is looking for an account operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for account operations
  • You will communicate with accounts in various countries as required
  • Follow up with accounts on a recurring basis, establishing relationships
  • Establish corporate contacts and liaisons for accounts
  • Respond to accounts questions
  • Utilize various tools for collections including Oracle and Sales Force
  • Raise accounts due to lack of communication and payment for review
  • Ability to work well with other departments including but not limited to research and problem resolution
  • Single point of agency contact regarding their area of responsibility
  • Oversees development, execution and maintenance of client media plans
  • Identify areas of automation within the current workflow, ensuring efficiencies are being met
Qualifications for account operations
  • Ability to motivate team and manage multiple projects
  • Required 3+ years of experience in Previous experience in a professional level audit and recovery operations position with extensive experience working with claims data and inaccurate payments facing out to the provider may be considered
  • 1 -2 years Client Services or related experience a plus
  • 2-3 years of relative experience in Operations
  • Requires previous success managing operational activities with large complex global accounts
  • Minimum of three years account management or project management experience required
5

Account Operations Job Description

Job Description Example
Our growing company is looking to fill the role of account operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account operations
  • Communicates and disseminates client requests to team
  • Maintains thorough, and real-time knowledge of client business
  • Reports to VP Media
  • Process, reconcile and/or balance for the assigned product in an accurate, timely and compliant manner
  • Work with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless service
  • Ensure that our customers have access to experienced, professional and efficient representatives of our company
  • Provide outstanding customer service and strive towards resolving all customer enquiries at first point of contact, across all contact channels, including inbound calls, emails and our online customer portal
  • Be flexible in your approach and manage customers from different market segments within a structured and proven servicing framework
  • Respond effectively to incoming customer calls and emails
  • Take full ownership of customer queries and complaints through to resolution
Qualifications for account operations
  • Monitor overall order status for the countries in the region
  • Liaise with Regional Sales Managers regarding all the relevant queries for the customers in the region and ensure issues are adequately and timely resolved
  • Preferred 1 year of experience working within an advertising department
  • Must demonstrate ‘Team Player’ spirit at all times
  • Education to a degree standard or relevant experience
  • Proven success in managing time and accomplishing tasks

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