Account Operations Specialist
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Job Description
Account Operations Specialist at Palmetto supporting extension requests and partner accounting inquiries. Focused on execution and maintaining high accuracy within established processes while ensuring exceptional partner experiences.
Responsibilities:
- Support extension request processing
- Manage queue and validate documentation
- Categorize extension reasons and update statuses in system tools
- Serve as primary contact for partner accounting inquiries
- Investigate and resolve payment discrepancies
- Collaborate with teams to enhance partner experience
Requirements:
- Bachelors degree
- 2+ years of experience in account operations, financial management, or a similar role
- Proficiency in Excel, and data analysis tools and/or financial reporting systems
- Excellent problem-solving and analytical skills
- Strong communication and interpersonal abilities to collaborate with internal teams and external
Benefits:
- Unlimited PTO
- Medical coverage
- Dental coverage
- Vision coverage
- Paid parental leave
- Retirement plans
- Comprehensive benefits package
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