Account Manager - Expense Management

We are currently seeking an Account Manager to serves as a senior client relationship lead responsible for managing complex telecom and utility expense management accounts. This role acts as the primary liaison between the client and internal teams, ensuring operational accuracy, invoice processing integrity, reporting transparency, and overall client satisfaction.

As a subject matter expert (SME), the Account Manager is expected to operate with a high degree of autonomy, proactively identify and resolve issues, and provide strategic oversight across client billing, coding, compliance, and reporting processes. This role plays a critical role in maintaining financial accuracy, driving process improvements, and ensuring adherence to client-specific requirements and internal standards.

ROLE AND RESPONSIBILITIES:

Client Support & Account Management (80%)

Invoice & Coding Oversight

• Ensure invoices are accurately coded, validated, and approved in accordance with client-specific guidelines and internal controls.
• Identify and resolve coding discrepancies; open and manage tickets when escalation is required.
• Review, validate, and lock invoice batches daily to support timely Accounts Payable processing.
• Assign invoices for approval to appropriate client stakeholders and follow up to ensure deadlines are met.

Account Maintenance & Operational Execution

• Manage day-to-day maintenance of assigned client accounts, including:
• Opening and closing accounts based on client-provided data.
• Updating account coding structures, cost centers, and approval hierarchies.
• Reviewing, updating, and closing trackers assigned to the Account Manager.
• Managing and resolving tickets submitted by internal teams.
• Ensure all account changes are documented accurately and reflected within system workflows.

Client Relationship & Communication

• Serve as the primary point of contact for all client-related inquiries.
• Act as a Subject Matter Expert on client-specific processes, billing structures, and compliance requirements.
• Proactively communicate status updates, issue resolutions, and process changes to clients.
• Escalate complex issues appropriately while maintaining ownership through resolution.
• Foster strong, professional relationships built on responsiveness, accuracy, and trust.

Reporting, Compliance & Process Oversight (20%)

Operational Reporting

• Monitor internal trackers and dashboards to ensure account issues are identified and addressed promptly.
• Run and analyze daily reporting for leadership, including:
• Accounts with past due balances
• Accounts pending ticket creation or resolution
• Identify trends or recurring issues and recommend corrective action.

Client-Facing Reporting & Meetings

• Schedule, lead, and document weekly client calls to review open issues, escalations, and ongoing initiatives.
• Troubleshoot reporting discrepancies and partner with internal support teams to resolve system or data issues.
• Collaborate with the Support Team on system enhancements, workflow improvements, and operational refinements.

Compliance & Audit

• Conduct and manage quarterly Account Compliance audits for each assigned client.
• Ensure adherence to contractual obligations, billing accuracy standards, and internal controls.
• Document audit findings and partner with stakeholders to implement corrective actions when needed.

DESIRED QUALIFICATIONS:

• Bachelor's degree
• Minimum of 4+ years of experience in Account Management, Client Services, or Customer Support.
• Experience within Utilities or Telecommunications environments, preferably in Telecom Expense Management (TEM) or Utility Expense Management (UEM).
• Demonstrated ability to manage complex, detail-oriented processes involving billing, coding, and reporting.
• Strong proficiency in Microsoft Office Suite (Excel, Word, MS Teams); advanced Excel skills preferred.
• Experience working with web-based platforms, billing systems, and customer portals.
• Ability to manage multiple accounts and priorities simultaneously in a fast-paced environment.
• Exceptional attention to detail and commitment to accuracy.
• Strong interpersonal, written, and verbal communication skills.
• Ability to collaborate effectively across multiple levels of management and cross-functional teams.
• Professional demeanor with a proactive, positive, and solution-oriented attitude.

*The salary range reflected is a good faith estimate of base pay for the primary location of the position. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay for this position is up to $70,000 annually. Pay varies by work location and may also depend on job -related knowledge, skills, experience and abilities of the successful candidate. Your recruiter can share more about the specific salary range for the job location during the hiring process.

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