Cash Operations Specialist preparing and reconciling daily and monthly cash movement across complex accounts. Collaborating with Treasury and Accounting in a mortgage servicing environment.
About the role
- Account Operations Manager supporting SLED customers in operational and business issues while ensuring compliance and efficiency. Collaborating with cross-functional teams and providing analysis and insights.
Responsibilities
- Manages the operational business relationship for mid-size to large SLED accounts, including state agencies, local governments, municipalities, and educational institutions; serves as a core member of the account team.
- Conducts and reviews highly complex operational and performance analysis, ensuring alignment with contractual, regulatory, and service-level requirements common in public-sector environments.
- Acts as a point of escalation and collaborates with cross-functional teams to drive resolution of operational issues of medium to high complexity in support of customer and partner requirements.
- Represents customer and partner operational needs and provides business requirements to internal initiatives, programs, and projects of moderate to high complexity.
- Prepares, leads, and runs operational performance reviews with customers and partners; supports improvement plans and tracks progress against agreed actions.
- Consults and advises internal clients at peer levels and above on SLED-specific operational matters, including procurement processes, service delivery expectations, and compliance considerations.
- Proactively communicates operational process changes to customers, partners, and internal stakeholders; supports implementation and change management activities.
- Identifies and implements customer-specific process improvements to enhance efficiency, compliance, service quality, and overall customer satisfaction.
Requirements
- Bachelor’s degree or equivalent experience; advanced degree preferred.
- Typically 4–6 years of related experience, preferably in supply chain, customer service, operations, procurement, or financial management.
- Typically 1–2 years of experience supporting large or complex accounts.
- Experience supporting public-sector or highly regulated customers is strongly preferred.
- Excellent written, verbal, and presentation communication skills; mastery of English and additional languages as required.
- Developing consulting, negotiation, and influence skills with the ability to work effectively in a matrixed organization.
- Solid understanding of enterprise business operations and the end-to-end revenue cycle, with awareness of SLED procurement and funding models.
- Strong research, analytical, and problem-solving skills.
- Proficiency in Microsoft Office tools, particularly Excel, Word, and PowerPoint.
- Demonstrated project management skills, including planning, execution, and implementation.
- Proven ability to collaborate and network with cross-functional teams to achieve business objectives in support of customer and partner requirements.
- Proven ability to establish and maintain strong relationships with external customers and partners at peer level and one level above.
- Basic financial and business acumen.
- Ability to navigate ambiguity and operate effectively in highly regulated, multi-stakeholder environments.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Long term/short term disability insurance
- Employee assistance program
- Flexible spending account
- Life insurance
- Generous time off policies, including;
- 4-12 weeks fully paid parental leave based on tenure
- 11 paid holidays
- Additional flexible paid vacation and sick leave
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