Apply on Employer Site

Palmetto · 5 hours ago

Account Operations Specialist, East Coast

United States

Full-time

Remote

Mid Level

3+ years exp

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. They are seeking a highly organized and detail-oriented Account Operations Specialist to manage LightReach Installers pipeline and assist with partner accounting inquiries, ensuring accurate and timely financial processing.

Clean EnergyCleanTechConsumer SoftwareEnergySoftware

Responsibilities

Monitor, track, and manage aging customer accounts to ensure timely resolution

Creative problem solving that provides Palmetto with access to project’s PTO status (not submitted, submitted, etc)

Analyze aging reports and identify trends or discrepancies

Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts

Develop and implement strategies to reduce outstanding timelines

Prepare regular reports and updates for senior management on pipeline status

Drive recommendations on partner offboarding and sales shutoff for problem partners

Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses

Investigate and resolve discrepancies related to invoices, payments, and account reconciliations

Assist partners with understanding financial statements, billing issues, and payment processes

Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations

Maintain accurate documentation of partner interactions and resolutions

Qualification

Account operations experienceFinancial managementData analysis toolsExcel proficiencyProblem-solving skillsCommunication skillsInterpersonal abilities