Account Operations Manager Job Description
Account Operations Manager Duties & Responsibilities
To write an effective account operations manager job description, begin by listing detailed duties, responsibilities and expectations. We have included account operations manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Account Operations Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Account Operations Manager
List any licenses or certifications required by the position: PMP, CSPM, ITIL, CRM, TIPS
Education for Account Operations Manager
Typically a job would require a certain level of education.
Employers hiring for the account operations manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Management, Business, Education, Criminal Justice, Engineering, General Education, Business/Administration, Military, Finance, Marketing
Skills for Account Operations Manager
Desired skills for account operations manager include:
Desired experience for account operations manager includes:
Account Operations Manager Examples
Account Operations Manager Job Description
- Performs a variety of client-facing services
- Comply with company policies and rules
- Seek additional education and obtaining merits (ex
- Be on call and available 24/7 for snow removal during the winter season
- Perform tasks as assigned by the Maintenance Operations Manager in the winter off-season
- Must have a basic understanding of Irrigation systems and components including controllers "smart" controllers
- Formulate and communicate the customer application project plan based on project scope and complexity through predictable forecasting and cross functional team collaboration
- Leverage effective negotiation skills to drive asset integrity solutions through project-specific back bill negotiations, , overcome customer objections and/or obstacles
- Compile, manage and track key KPIs for department
- Support field enablement efforts related to business practices, working with Deal Management, Tier 1 and Legal
- Broad business knowledge, or specific expert knowledge about a line of business or group of products, particularly in the Corporate Finance space
- Working knowledge of specialized, professional requirements management functions and methods
- Knowledge of operations and accounting systems usually acquired through related experience is necessary to administer investment management accounts
- General business knowledge and knowledge of accounting usually acquired through coursework are required to oversee client accounts, activity, and transactions
- Bachelor's degree in Landscape Architecture & Design or equivalent commercial industry experience
- Must be a self-driven, results-oriented, mature, strong communicator and credible individual
Account Operations Manager Job Description
- Manages account programs for a region aimed to ensure safety and compliance with national, state and local codes and regulations
- Assists in the development of operational service delivery solutions to include documented playbooks, account operations plan, Monitors effectiveness of maintenance efforts for facilities within a region as assigned, ensuring work is completed in accordance with account KPI’s (Key Performance Indicators)
- Oversees campus site operations and new projects
- Manages the operational business relationship of large accounts, often with global/regional reach
- Creation and maintenance of all management reporting
- Project managing key commercial work streams from M &S and our energy supplier
- Delivering all store, head office and external communication plans
- External engagement with Telesales team based in Perth, Scotland
- Working with our CEF partner Energyshare
- Attend and represent M &S Energy at energy and community energy events to network and publicise the brand
- First level university degree or quivalent experience
- Excellent Norwegian
- Bachelors degree plus 1-3 years experience in brokerage, trading or compliance
- FINRA Series 6,7 or 99 License required -Preference will be given to those who has licenses but company is willing to sponsor
- Pershing NetX360 knowledge
- Comfort-ability with a fast paced environment
Account Operations Manager Job Description
- Managing assets, understanding the customer
- Documents inspection report results and rectifies any issues, concerns, with client
- Travels to regional location(s) for projects management issues, concerns
- Structured analysis, interpretations and ultimate resolution of complex scenarios are required
- Makes decisions that impact accuracy of data and/or quality of output which ultimately impact cost/ revenue
- Applies product knowledge and critical thinking skills to handle problems independently but seeks guidance in highly complex situations
- Manage contract(s) to meet revenue and cost projections
- Analyze workflow to ensure efficient and cost effective operations
- Manage cross-organizationally
- Supports overall leadership and management of the Advisory Account Processing group
- Strong working knowledge of accounting principles, general ledgers, financial statements
- Corporate Meetings Management experience preferred
- Experience working globally, with different cultures preferred
- Desire to enable and empower sales teams
- Capacity to assess situations objectively and take strong positions when necessary
- Patient and cooperative personality
Account Operations Manager Job Description
- Organizes and communicates internal folder locations and file structures needed to execute each program
- Assists with decisions pertaining to workloads, staffing needs, associate reviews and department policies and procedures
- Provides support to ensure timely and accurate processing of all accounts being converted to advisory, terminating from advisory, or being updated as a result of a change to an existing advisory election
- Functions as a professional resource for others within the department
- With all major stakeholders in practice management, business and delivery management, and global support team management, including Finance, Planning, Human Resources, Marketing (to identify customer wants and needs opportunity assessments and to execute successful sales events)and in general with all personnel at unit level in project and account team meetings
- Manage and lead a dedicated team of meeting managers and coordinators for the delivery of a suite of events
- Ongoing Leadership and Management of support teams and/or coordinator(s) to delivery best results
- Drive change management processes with the assigned partner
- Provide expert direction and guidance to process improvements and establishment of policies
- Overseeing the lifecycle events of all exchange traded and OTC instruments including trade upload, reconciliations, settlements, confirmations, pricing, margin, trade export, reporting and other consequential requirements
- Experience working with legal documents and complex contractual language
- Comfortable operating as an independent contributor, researching resolution to issues, and reporting findings to the team
- Requires BA/BS degree or equivalent experience
- Ensure delivery of customer IOP objectives
- Develop and implement gap closing initiative, in conjunction with Category Development
- Accurately forecast future sales based on analysis of account and market performance, ensuring S&OP information is regularly updated and communicated
Account Operations Manager Job Description
- Driving internal supply chain coordination to manage account timelines, OTC processes, quality issues, and demand/materials planning
- Partnering with internal account coordinators to maintain OTC process flow in a long lead-time environment and offer tactical support as needed
- Training, workshops and access to more than 10,000 wisdom nuggets via our learning platform and programs on all key professional and leadership skills you can imagine
- Work-life balance support including work from home opportunities
- Day-to-day servicing of our construction/commercial clients surety programs
- Prepare submissions on bond requests
- Process bonds and other paperwork associated with bonds
- Manage the day-to-day servicing needs of department clients
- Develop positive relationships with the surety markets and clients
- Establishes and implements timelines/action plans for onboarding new GAs
- Manage third party relationship to achieve sales, distribution and execution targets, underpinned by trade spend governance
- Experience in developing and/or executing a sales/marketing plan preferred
- Excellent communication skills in Turkish
- Excellent communication skills in Russian
- Excellent communication skills in German
- Managing teams of 10+ quota bearing lead generation reps across multiple territories