Account Operations Job Description
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:
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:
Desired experience for account operations includes:
Account Operations Examples
Account Operations Job Description
- 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
- 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
Account Operations Job Description
- 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
- 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
Account Operations Job Description
- 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
- 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
Account Operations Job Description
- 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
- 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
Account Operations Job Description
- 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
- 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