Scan your resume against ATS criteria for this Account Operations Specialist role at ashfieldadvisory.
Inizio Ignite is the global advisory partner for health and life sciences, encompassing connected expertise across Research Partnership, Putnam, Vynamic, and STEM. Guided by purpose, passion, and precision, we collaborate with clients to ignite impact, accelerate performance, and deliver lasting change for patients. By uniting strategy, insights, and innovation with a unique depth and breadth of expertise, we drive transformation and shape the future of health. Our Research Partnership healthcare market research team provides research and insights to inform and power healthcare decisions. Serving a variety of clients across the lifecycle, our expertise includes data, research & insights (proprietary syndicated and custom research) and brand tracking (ATU). Proudly part of Inizio – the market-leading commercialization partner for health and life sciences. From early-stage development to loss of exclusivity, we simplify complexity, unlock value, and make collaboration seamless at every pivotal moment – supporting confident, insight-driven decisions that move innovation forward.
supports leadership of top revenue generating accounts ($5M+) with key contracting, financial governance, and team enablement activities. This may include SOW review and system administration, invoicing milestone management, revenue and billing quality checks, expense oversight,/offboarding coordination, and overall process compliance to ensure smooth account functioning. The
will support Vynamic Client Services and will report directly to Ignite’s
, interacting extensively with Vynamic Account Leads and Client Executives
50%
· Review SOWs against account standards and maintain SOW/CO templates
· Enter invoicing milestones in client systems
· Set up new team members, manage team member extensions, and partner with Vynamic team members to get approvals in client systems
· Manage client laptop provisioning/returns
40%
· Review monthly revenue allocation with Finance
· QC monthly invoicing
· Review account expense reports prior to account lead approval and flag outliers
· Support Account Lead with sales bonus de-identification/emails
10%
· Maintaining account and offboarding SOPs
· Manage Account Lead
· Execute additional account enablement requests in partnership with Account Leads, Client Executives, and/or Head of Client Services as necessary
Experience working in or with a Sales Operations, Client Operations, or Business Development function preferred
Bachelor’s degree required
Strong knowledge of MS Office Products including Excel, PowerPoint and SharePoint.
Strong verbal and written communication skills
Excellent organizational skills, keeping track of many moving pieces amid constant change
Strong analytical skills
Ability to interface effectively with internal team members and external parties
Ability to prioritize and multi-task successfully in a fast-paced environment
Excellent follow-up skills and attention to details
Don't meet every job requirement? That's okay! Our company is dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but your experience doesn't perfectly fit every qualification, we encourage you to apply anyway. You may be just the right person for this role or others.
Minimum of 3 years of experience with reporting/analytics
Minimum of 1 years of experience with
CRM and demand tracking systems (e.g., Salesforce, HubSpot)
Bachelor’s degree required
Strong knowledge of MS Office Products including Excel, PowerPoint and SharePoint.
Strong verbal and written communication skills
Excellent organizational skills, keeping track of many moving pieces amid constant change
Strong analytical skills
Ability to interface effectively with internal team members and external parties
Ability to prioritize and multi-task successfully in a fast-paced environment
Excellent follow-up skills and attention to details
Operates within Inizio Ignite values **
Don't meet every job requirement? That's okay! Our company is dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but your experience doesn't perfectly fit every qualification, we encourage you to apply anyway. You may be just the right person for this role or others.
How to apply for Account Operations Specialist at ashfieldadvisory?
Click the "Apply on Company Website" button on this page to submit your application directly on the employer's official portal.
What is the salary for this role?
Salary details will be discussed during the interview.
What experience is required?
3+ yrs of experience is required.
Is this position still open?
Yes, currently active and accepting applications.
Explore related active roles in Banking & Finance
Account Operations Specialist
ashfieldadvisory · Ignite | Vynamic- Gurugram
