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Account Operations Specialist Responsibilities and Duties

Develop strong relationship with customers for referrals and repeat business.

Review client contracts and build internal process to meet client objectives.

Manage client invoicing, collections efforts, expense processing etc.

Assist in development of standard processes to improve operational efficiency.

Assist in periodic and ad hoc audits.

Resolve and report business anomalies to customers.

Provide excellent services to customers.

Troubleshoot issues regarding invoices, collection activities and billing.

Assist in the annual budgeting process.

Support in business forecasting and fiscal year projections.

Assist in project set-up activities for new businesses.

Perform financial analyses and reporting.

Assist in business process review and provide recommendations.

Develop business reporting packages and budget documentations.

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