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operations

Posted 2 days ago

Account Operations Specialist

at Inizio

Gurugram, IndiaOn-site

Responsibilities

  • Review SOWs against account standards and maintain SOW/CO templates
  • Set up new team members, manage team member extensions, and partner with Vynamic team members to get approvals in client systems
  • Manage client laptop provisioning/returns 40%
  • Review monthly revenue allocation with Finance
  • Review account expense reports prior to account lead approval and flag outliers
  • Manage Account Lead onboarding
  • Execute additional account enablement requests in partnership with Account Leads, Client Executives, and/or Head of Client Services as necessary

Requirements

  • experience with reporting/analytics •
  • Experience working in or with a Sales Operations, Client Operations, or Business Development function preferred
  • Bachelor’s degree required
  • Strong knowledge of MS Office Products including Excel, PowerPoint and SharePoint.
  • Basic working knowledge of CRM and demand tracking systems (e.g., Salesforce, HubSpot)
  • Basic working knowledge of reporting
  • Ability to interface effectively with internal team members and external parties
  • Ability to prioritize and multi-task successfully in a fast-paced environment
  • experience doesn't perfectly fit every qualification, we encourage you to apply anyway. You may be just the right person for this role or others.

Benefits

  • Support Account Lead with sales bonus de-identification/emails 10%

Additional details

  • The Account Operations Specialist supports leadership of top revenue generating accounts ($5M+) with key contracting, financial governance, and team enablement activities.
  • This may include SOW review and system administration, invoicing milestone management, revenue and billing quality checks, expense oversight, onboarding/offboarding coordination, and overall process compliance to ensure smooth account functioning. The Account Operations Specialist will support Vynamic Client Services and will report to Head of Client Services , interacting extensively with the Account Leads and Client Executives.
  • Responsibility/Essential Function 50%
  • Contract Operations & Client Systems Administration
  • Enter invoicing milestones in client systems
  • Maintaining account onboarding and offboarding SOPs
  • Strong verbal and written communication skills
  • Excellent organizational skills, keeping track of many moving pieces amid constant change
  • Excellent follow-up skills and attention to details
  • Operates within Inizio Ignite values Don't meet every job requirement? That's okay! Our company is dedicated to building an inclusive and authentic workplace.

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