Account Specialist Jobs
By KO Business Solutions At Skokie, IL, United States
Assist the Sales Manager to generate sales leads in performing cold calls, sending out marketing materials and creating sample orders.
3+ years Customer service and sales experience required
Additional benefits and PTO available after conversion
The main role is to provide customer support and build partnerships.
Utilize CRM to document interactions and call summaries, creating tickets and assigning technicians.
Upsell to existing customers by introducing new or unused products.

Are you looking for an exciting opportunity to join a dynamic team and help manage financial operations? We are looking for an Account Operations Specialist to join our team and help ensure the smooth running of our financial operations. You will be responsible for managing accounts, reconciling transactions, and providing customer service. If you are an organized and detail-oriented individual with a passion for finance, this could be the perfect job for you!

Overview Account Operations Specialists are responsible for providing operational support to clients and internal teams. They are responsible for ensuring that accounts are managed efficiently and accurately, and that all customer service inquiries are handled in a timely manner. Account Operations Specialists must have excellent customer service and communication skills, as well as a strong understanding of accounting principles and operations. Detailed Job Description Account Operations Specialists are responsible for providing operational support to clients and internal teams. This includes managing accounts, processing payments, and resolving customer service inquiries. Account Operations Specialists must have a strong understanding of accounting principles and operations, and must be able to effectively communicate with clients and internal teams. They must also have excellent customer service skills and be able to handle customer inquiries in a timely manner. Job Skills Required
• Excellent customer service and communication skills
• Strong understanding of accounting principles and operations
• Ability to manage accounts and process payments
• Ability to resolve customer service inquiries in a timely manner
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in accounting, finance, or related field
• At least two years of experience in accounting or finance
• Knowledge of accounting software and systems
• Ability to work in a fast-paced environment
Job Knowledge
• Knowledge of accounting principles and operations
• Knowledge of accounting software and systems
• Knowledge of customer service principles and practices
• Knowledge of Microsoft Office Suite
Job Experience
• At least two years of experience in accounting or finance
• Experience in customer service
• Experience in managing accounts and processing payments
Job Responsibilities
• Manage accounts and process payments
• Resolve customer service inquiries in a timely manner
• Ensure accuracy of accounts and transactions
• Communicate with clients and internal teams
• Provide operational support to clients and internal teams
• Maintain records of accounts and transactions