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Account Specialist

United States, Mason · Job Posted June 09, 2026
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Job Description

We are looking for an Account Specialist to join our team in Mason, Ohio in a contract opportunity with potential for a permanent position. This role is ideal for someone who enjoys building strong client relationships, keeping account information accurate, and delivering responsive day-to-day support. You will partner with clients and internal teams to improve the customer experience, encourage product usage, and help ensure smooth onboarding and ongoing account success.

Job Responsibility

  • Manage and refresh client account records in company systems to maintain complete and accurate information
  • Prepare recurring monthly reports as well as tailored reporting requests to support client and business needs
  • Maintain account-related platforms and records, ensuring data integrity and reliable access to customer information
  • Facilitate or support client education sessions that help users understand processes, tools, and available services
  • Work closely with sales and account management partners to address client questions and strengthen overall service delivery
  • Coordinate with cross-functional teams to resolve issues, meet client requests, and support ongoing account needs
  • Assist with the setup and onboarding of new clients, helping create a smooth and organized start to the relationship
  • Conduct outbound communication with clients to increase engagement, encourage product adoption, and reinforce account value

Requirements

  • Experience supporting customer accounts, client success, or account coordination in a business environment that requires strong attention to detail
  • Working knowledge of accounts payable, accounts receivable, billing, and other core accounting processes
  • Ability to perform account reconciliation tasks with strong attention to detail and accuracy
  • Comfortable preparing reports, organizing account data, and maintaining records across business systems
  • Strong communication skills with the ability to lead or assist with client-facing training and support conversations
  • Proven ability to collaborate effectively with sales, account management, and cross-functional internal teams
  • Proficiency in general accounting functions and administrative support related to customer accounts

What we offer

  • Access to top jobs
  • Competitive compensation and benefits
  • Free online training
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan

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