We’re not like others, and neither are you. Unify Consulting is a collective of genuine, curious, seasoned consultants who unlock potential and deliver with purpose and excellence. We unify daring leaders to better the world and are always seeking co-creators, community-builders and truth-tellers who strive to multiply our positive impact.
Role Summary:
Account Operations Manager is part of the National Sales Organization and supports Unify accounts to execute account initiatives and improve processes to help the organization run efficiently and effectively. Account Operations Managers manage the day-to-day operations of a portfolio of accounts by providing high-level project management, consultant and client relationship management, contract management, and CRM administrative support. This role plays a key role in the Account Team Unit (ATU) to ensure excellence in operational delivery and consultant and client experience.
Role Responsibilities
- Act as the central point of communication for daily account operations and rhythm of business.
- Manage the end-to-end contracting process for SOWs, change orders, NDAs and MSAs, and other legal documents.
- Manage the engagement lifecycle for the consultant at designated accounts, including the onboarding, extensions, and off boarding.
- Facilitate account metrics to lead operational meetings to provide account status updates and track and implement action items for ATUs.
- Serve as Salesforce SME to manage and maintain audit reports to ensure data accuracy and enable account leadership to make data-driven decisions and mitigate data errors.
- Provide day-to-day day guidance and training to ATUs members on Salesforce best practices, tools, and procedures.
- Continuously research best practices for consultant onboarding and implement SOPs to promote operational excellence across national sales teams.
- Work collaboratively with account team members to develop and communicate strategic account plans.
- Partner with Business Managers and General Managers to forecast and track quarterly revenue targets and implement annual sales goals for a portfolio of accounts.
- Partner with accounting to closely track PO burndown for consultant engagements and proactively inform leaders of any potential surpluses or deficits.
- Partner with the brand team to assist with event planning efforts within a portfolio of assigned accounts.
- Develop and implement diverse communication channels (e.g., email platforms, internal forums) to facilitate information flow and collaboration across the account and its consultants.
- Additional special projects as business needs arise.
Skill/Abilities/Experience:
- Bachelor’s degree or higher education.
- 3+ years of relative experience in a customer or client-facing role.
- 3+ years of experience in a fast-paced work environment.
- Self-starter with the ability to manage multiple projects simultaneously.
- Curious, and a critical thinker
- Dynamically prioritize tasks.
- Takes initiative and drives solutions; anticipates challenges and tackles them head-on
- Excellent organizational, analytical, anticipatory, and written communications skills.
- Demonstrated project-management and problem-solving skills, with a high degree of accuracy and attention to detail.
- Positive, empathetic, and excellent listener who can quickly understand and align with company vision and targets, mobilize to address them, and drive results.
- Collaborative and have a growth mind-set.
- Ability to respond appropriately and efficiently to resolve urgent or critical matters.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) or equivalent enterprise productivity tools
- Proficiency with Salesforce CRM
Think you have what it takes? Join our team and make us
better.Unify Consulting, LCC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type. Unify considers applicants regardless of race, color, creed, national origin, ancestry, sex, marital status, genetics, disability, religious or political affiliation, age, gender, sexual orientation, medical condition, pregnancy, or any other characteristic protected by federal, state or local laws. We encourage people of all backgrounds to apply.
