1. Home
  2. Jobs
  3. Account Operations Associate
Save

Report this job

Account Operations Associate

Operator Assistant
Full Time
Application ends: October 21, 2026
Apply Now

Job Overview

  • Date Posted
    July 21, 2026
  • Location
    Remote
  • Expiration date
    October 21, 2026

Job Description

JOB  DETAILS

Requirements
  • 2-4 years of experience in client support, customer service, account operations, or related roles
  • Demonstrated proficiency with SaaS tools and client operations workflows
  • Experience using data tools (e.g., Excel, Google Sheets, or CRM reporting) to track and interpret key metrics
  • Proven ability to interpret daily or weekly reports to highlight areas of improvement or success
Responsibilities
  • Own client escalations and questions from intake to resolution, identifying and negotiating solutions with appropriate urgency that deliver top tier service execution and outcomes
  • Support clients in understanding and navigating self-service tools to minimize dependency on direct support
  • Assist with implementation activities and ongoing execution of service agreements, identifying potential volume and revenue growth opportunities through client feedback and usage patterns to feed into strategic account strategies
  • Identify opportunities for solution expansion or additional services by analyzing client needs and feedback, collaborating with Account Managers to share potential growth opportunities to be evaluated for account strategies
  • Monitor KPIs and service delivery metrics to ensure operational effectiveness and contractual compliance
  • Work closely with internal teams to identify areas for improvement and escalate any issues that may impact service levels
  • Work with Client Success to proactively communicate with clients
  • Own billing invoice reviews, audits, credits, and chargebacks to ensure accuracy for clients and maximize revenue for Agero
  • Strategize payment recovery plans for past-due accounts receivable to ensure positive cash flow
  • Identify opportunities for improvement to invoicing and credit processes
  • Act as the liaison between the Account Team and the Finance department
  • Build and maintain dashboards that track key account health metrics and execute client reporting
  • Use data analysis tools to provide actionable insights into client behavior to Account Managers and Client success, helping to fine-tune self-service options and optimize client outcomes
  • Support internal teams with data gathering and analysis for client business reviews
  • Own complex problem solving and solution identification for client escalations and issues, solve issues/escalations to root cause so they do not return, managing the solution through to completion
  • Develop aggressive project plans with cross-functional teams to implement solutions
  • Responsible for auditing workflows & processes to identify opportunities for improvement, synthesize these ideas to make and gain alignment to recommendations from cross-functional teams. This includes optimizing one’s own daily tasks and proactively identifying improvements for interconnected processes that impact the team’s overall success. Partnering with cross functional teams to co-own creating the solution
  • Develop in-depth understanding of the company’s product offerings, including features, configurations, and updates. Serve as an internal resource for Operational, Product, and Support teams
  • Build foundational knowledge of industry trends and client-specific needs. Leverage this understanding to ensure client configurations are delivering and exceeding contractual requirements

 

 

 

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

#PA2ASSISTRevolution
#GlobalAssistantConnect
#BusinessEmpowerment
#VirtualPAPlatform #SkillMatchmaking
#EfficientAssistance
#QualityServiceConnection
#SimplifyDelegateThrive
#PA2ASSISTImpact
#EmpoweringCollaboration

Related Jobs