What does an Account Operations Manager do?

An account operations manager is responsible for handling project operations for client accounts and ensuring that the team meets the account requirements and specifications. Account operations managers handle budgeting and resource allocation to support business functions and maintain the highest client satisfaction. They also identify business opportunities for additional services to discuss with clients that would generate more revenues and profits for the business. An account operations manager determines training and activities to support staff in maximizing productivity and efficiency.
Account operations manager responsibilities
Here are examples of responsibilities from real account operations manager resumes:
- Manage general inquiries, A/R, A/P, aging reports and a variety of other billing reports.
- Manage and report all company payroll and accounting/bookkeeping with complete bank/check authority.
- Finance and billing accountability across Medicaid, manage care commercial insurance, insurance verification, contract management, and benefits administration.
- Handle any administrative needs, H/R, A/R, A/P issues.
- Maintain KPI's at high standards.
- Labor balancing, cell formation, KPI development.
- Work closely with outside CPA in the preparation and analyses of income, state, and federal taxes.
- Create and verify all pertinent financial statements for business loans and work with outside CPA firms for yearly audits.
- Analyze business and accounting processes for control refinements as products, processes, GAAP, regulatory reporting requirements change.
- Ensure accuracy of employee payroll and deliver appropriate commission checks as necessitated.
- Identify and implement pronouncements to ensure benefit plans comply with GAAP reporting requirements.
- Develop innovative PowerPoint presentations used by organization officials in order to present strategies for generating resources and/or revenues for the company.
- Review all accounts payable invoices for accuracy in coding, tax accruals, signature approvals and appropriate back up documentation.
- Maintain daily close list to ensure all journal entries, accruals, and tasks are complete to ensure clean financial statements.
- Prepare ROI projections to evaluate new products and viability of existing publications.
Account operations manager skills and personality traits
We calculated that 21% of Account Operations Managers are proficient in Customer Service, Reconciliations, and Payroll. They’re also known for soft skills such as Leadership skills, Management skills, and Problem-solving skills.
We break down the percentage of Account Operations Managers that have these skills listed on their resume here:
- Customer Service, 21%
Planned and executed document imaging project for entire customer base totaling 60,000 accounts resulting in improved data organization and customer service.
- Reconciliations, 6%
Performed and verified cash and asset reconciliations in accordance with department policies and procedures for average five Institutional funds monthly.
- Payroll, 6%
Ensured accuracy of employee payroll and delivered appropriate commission checks as necessitated.
- Account Management, 4%
Define and manage service model differentiation strategy and deployment to enhance supply chain excellence and cross functional account management processes and capabilities
- Customer Satisfaction, 4%
Partnered with customer, field service engineers and various internal organizations to improve customer satisfaction scores for Washington and Virginia District.
- Journal Entries, 4%
Enhanced food and beverage allocations resulting in quicker processing and improved accuracy of journal entries by charging proper general ledger accounts.
Common skills that an account operations manager uses to do their job include "customer service," "reconciliations," and "payroll." You can find details on the most important account operations manager responsibilities below.
Leadership skills. The most essential soft skill for an account operations manager to carry out their responsibilities is leadership skills. This skill is important for the role because "top executives must be able to shape and direct an organization by coordinating policies, people, and resources." Additionally, an account operations manager resume shows how their duties depend on leadership skills: "provided leadership in a customer service intensive, high traffic and quality intensive environment. "
Problem-solving skills. Another skill that relates to the job responsibilities of account operations managers is problem-solving skills. This skill is critical to many everyday account operations manager duties, as "top executives need to identify and resolve issues within an organization." This example from a resume shows how this skill is used: "researched, reconciled and prepared month-end/year-end financial reports for the check resolution department. "
Time-management skills. account operations manager responsibilities often require "time-management skills." The duties that rely on this skill are shown by the fact that "top executives do many tasks concurrently to ensure that their work gets done and that the organization meets its goals." This resume example shows what account operations managers do with time-management skills on a typical day: "ensured all journal entries, account reconciliations, and month-end reporting were accurately completed on time. "
Communication skills. Another crucial skill for an account operations manager to carry out their responsibilities is "communication skills." A big part of what account operations managers relies on this skill, since "top executives must be able to convey information clearly and persuasively." How this skill relates to account operations manager duties can be seen in an example from an account operations manager resume snippet: "contributed to the development of process redesign for project management in corporate communications. "
The three companies that hire the most account operations managers are:
- CBRE Group185 account operations managers jobs
- Oracle48 account operations managers jobs
- LAZ Parking10 account operations managers jobs
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Account operations manager vs. General manager of operations
General managers of operations are employed to oversee the overall operations of businesses. Their responsibilities include the improvement of the efficiency of the operations and overall management. They coordinate the primary performance goals for direct reporting functions and set the strategies for the organization. It is their responsibility to communicate strategy as well as results to employees. They also engage with the corporate officers in the strategic planning and development of the organization or enterprise.
These skill sets are where the common ground ends though. The responsibilities of an account operations manager are more likely to require skills like "reconciliations," "account management," "customer satisfaction," and "journal entries." On the other hand, a job as a general manager of operations requires skills like "develop team," "financial statements," "logistics," and "continuous improvement." As you can see, what employees do in each career varies considerably.
On average, general managers of operations reach similar levels of education than account operations managers. General managers of operations are 2.4% more likely to earn a Master's Degree and 0.6% more likely to graduate with a Doctoral Degree.Account operations manager vs. Assistant manager of operations
An assistant operations manager is responsible for supervising staff performance and operation processes under the guidance of an operations manager. The assistant operations manager ensures the efficiency and accuracy of project management to boost client satisfaction, drive revenues, and achieve the company's objectives and profitability goals. They also help with developing strategic procedures to increase productivity and identify business opportunities to build a strong company reputation. An assistant operations manager must have excellent communication and leadership skills, especially when meeting with existing and potential clients, close partnerships, and lead teams towards project goals.
Each career also uses different skills, according to real account operations manager resumes. While account operations manager responsibilities can utilize skills like "customer service," "reconciliations," "payroll," and "account management," assistant managers of operations use skills like "sales floor," "front end," "cash handling," and "store associates."
On average, assistant managers of operations earn a lower salary than account operations managers. Some industries support higher salaries in each profession. Interestingly enough, assistant managers of operations earn the most pay in the finance industry with an average salary of $65,818. Whereas account operations managers have higher pay in the finance industry, with an average salary of $71,948.Average education levels between the two professions vary. Assistant managers of operations tend to reach similar levels of education than account operations managers. In fact, they're 1.3% less likely to graduate with a Master's Degree and 0.6% more likely to earn a Doctoral Degree.Account operations manager vs. Assistant account manager
An assistant account manager is in charge of performing clerical support tasks for account managers. Their responsibilities revolve around preparing and processing documents, answering calls and correspondence, taking part in managing schedules and budgets, arranging meetings and appointments, and performing research and analysis to identify new business opportunities. They may also pursue sales leads, reaching out to clients to offer products or services. Furthermore, as an assistant account manager, it is essential to lead and encourage the workforce to reach goals, all while implementing the company's policies and regulations.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from account operations manager resumes include skills like "customer service," "reconciliations," "payroll," and "customer satisfaction," whereas an assistant account manager is more likely to list skills in "strong customer service," "hr," "emergency situations," and "insurance policies. "
Assistant account managers earn the best pay in the professional industry, where they command an average salary of $43,415. Account operations managers earn the highest pay from the finance industry, with an average salary of $71,948.Most assistant account managers achieve a similar degree level compared to account operations managers. For example, they're 0.4% less likely to graduate with a Master's Degree, and 0.4% less likely to earn a Doctoral Degree.Account operations manager vs. Customer service/operations manager
A customer service/operations manager is primarily in charge of spearheading and overseeing the efforts of a customer service team, ensuring efficiency and client satisfaction. Their responsibilities include setting goals and objectives, establishing guidelines and schedules, managing the employees, creating new programs for customers, and developing strategies to optimize customer service operations. They may also participate in reaching out to clients through calls and correspondence, resolving issues promptly and professionally. Furthermore, as a manager, it is essential to lead and encourage teams to reach goals, all while implementing the company's policies and regulations.
Types of account operations manager
Updated January 8, 2025