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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