Account Operations Associate

Essential Job Functions: *

1. Actively participate in and successfully complete training and mentorship program.
2. Build job related skills, during acclimation period, by working with and assisting team members.
3. Gain a working knowledge of technical aspects of position and quality assurance tools to meet standards.
4. Responsibility and ownership for successful completion of assigned client projects
5. Manage client projects by maintaining a timeline and initiating appropriate action to ensure timelines are met.
6. Effectively work cross-functionally and contribute within the group.
7. Independently interpret client instructions, perform technical analysis, outline job flow and monitor project plans to ensure quality and on-time delivery.
8. Independently determine prioritization of workload based on project needs and meet expected deadlines.
9. Report on project goals and provide professional communication to keep necessary parties updated on project status.
10. Facilitate communication between Account Operations team members, internal departments, and management.
11. Determine and implement the most efficient approach to completing client projects
12. Responsible for product quality assurance
13. Provide excellent customer service
14. Serve as a knowledge resource/mentor for new team members.

 

* Essential functions are the basic job duties that an employee must be able to perform, with or without reasonable accommodation.  The function is considered essential if the reason the position exists is to perform that function.

 

Supportive Job Functions: *

 

1. Perform other miscellaneous duties as assigned by management.

 

*These tasks do not meet the Americans with Disabilities Act definition of essential job functions and usually equal 5% or less of time spent.  However, these tasks still constitute important performance aspects of the job.

 

Knowledge, Skill, and Abilities:

1. Solid analytical and problem-solving skills
2. Technical understanding and thorough attention to detail of processing requirements
3. Ability to sufficiently communicate with individuals at all levels in the company in an articulate, professional manner; in both written and oral communications
4. Ability to build and maintain strong relationships internally and externally
5. Team player with ability to work independently
6. Project management skills including: excellent organization, time management, and follow through.
7. Self-starter with attention to detail
8. Ability to prioritize, multi-task, and work well under pressure to meet deadlines
9. Proficiency with MS Office Suite especially Excel, Word, Visio and Outlook.
10. Knowledge of mainframe and server-based systems.
11. Ability to perform appropriate record management requirements
12. Ability to exercise discretion and independent judgement
13. Desire to develop in Account Operations Specialist career path.

 

Education, Experience, and Certification: *

1. Associate’s degree or equivalent is preferred.
2. 1-2 years’ customer service experience is required.*
3. Direct marketing experience is preferred.