WTS

Compensation

Full Description

Job Summary Our account manager and operations lead is responsible for performing a variety of detailed tasks related to both client management and accounting and finance. Prior team leadership experience is a requirement. These tasks may include: • Assisting the billing with reports and client settlement transactions • Developing and implementing operational procedures and policies • Monitoring and analyzing accounting data • Account reconciliation • Balance sheet analysis • Monthly reporting • Billing Reporting • Negotiations of contracts • Preparation of budget estimates for clients • Preparing client quotes and business spending plans • Leading the development of financial statements and forecasts. • overseeing the daily routine tasks involved with addressing the customer’s needs and concerns and maintaining their account activities with our customer service team. Account Management, client implementation, and overseeing Operations. The following description outlines the responsibilities for the position of Operations Lead. This role involves developing and maintaining relationships with new and existing clients, providing them with products and services that ensure client satisfaction. The role consists in organizing and solving problems to enhance the individual client experience. Excellent people skills, combined with advanced Excel and communication skills, along with follow-through, are essential. Primary Responsibilities Conduct business with a commitment to excellence in both work and communication. Develops consultative relationships with new and existing clients. Conducts reviews on accounts regularly to evaluate clients’ needs to match with appropriate products and/or services. Working with Vendors in negotiations for services for clients Working with Clients and managing accounts to address any service or contract issues. A strong understanding of invoicing and basic accounting principles is desired. Responsible for creating implementation plans and weekly reports, as needed by customers. Business acumen to manage a contract sales funnel by forecasting and goals set by the company Contract Specialist: understands contract language and manages contracts and services accordingly. Account reconciliation lead communicates timely and accurate information Ability to work and collaborate with team members internally to manage clients services and billing needs Manages day-to-day client communications and relationships. Resolves customer concerns. Performs other duties as assigned or requested. Communicating with vendors for incorrect contract charges and service fees. Execute contracts by Change of Ownership Rectify self-inflicted internal client issues Internal rate discrepancy (annual increase, service level change) Data clean-up (updates of all contact data; Hauler and Client) Competencies Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives. Oral Communication – Speaks clearly and persuasively; Listens and gets clarification when necessary; Responds informatively to questions; Participates in meetings. Written Communication – Writes clearly and concisely; Edits work; Varies writing style to meet specific needs; Presents numerical data effectively; Able to read and interpret written information. Interpersonal Skills – Listens to others attentively; Remains open to others’ ideas and tries new things; Maintains confidentiality; Maintains relationships with others. Customer Service – Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service. Problem Solving – Identifies and resolves problems time efficiently; Gathers and analyzes information; Develops solutions; Uses reason. Proficient in the use of a personal computer and corresponding programs. The ability to create reports and reconciliations in Excel is essential. Ability to create PowerPoint and data presentations for clients Job Type: Full-time Pay: $77,157.00 - $108,000.00 per year Benefits: • Dental insurance • Health insurance • Paid time off • Vision insurance Ability to Commute: • Franklin, TN 37067 (Preferred) Ability to Relocate: • Franklin, TN 37067: Relocate before starting work (Preferred) Work Location: Hybrid remote in Franklin, TN 37067