Client Account Operations Specialist

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $32 - $35 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

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👻 Ghost score 0%

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NV5

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1947

💼 Consulting

🏗️ Construction

📦 Logistics

Consulting • Construction • Logistics

NV5 is a leading provider of technology, conformity assessment, and consulting solutions for public and private sector clients supporting infrastructure, utility, and building assets and systems. The Company primarily focuses on six business verticals: conformity assessment, infrastructure support services, utility services, buildings & technology, environmental health sciences, and geospatial services.

📋 Description

• Own the structured tracking and follow-up process for invoices from issuance through payment • Contact clients to confirm receipt, processing status, expected payment timing, and requirements preventing payment • Develop relationships with AP leads at key clients and establish efficient methods to update AR status during monthly calls • Manage a high-volume portfolio by prioritizing activity based on invoice age, dollar value, client history, transaction status, and business risk • Document communications, client commitments, disputed items, internal owners, escalation actions, and next steps in NV5 systems • Provide responsive, professional client service with clear expectations and consistent follow-through • Research outstanding invoices and identify causes of payment delays • Coordinate with GRS project managers and service-line leaders to resolve project and service-related questions • Confirm invoices align with the correct project, property, client entity, fee, and supporting documentation • Coordinate resolution of billing requirements, report acceptance questions, reliance documentation, client-specific forms, and other transaction-related barriers • Assign or confirm internal ownership, establish follow-up dates, and escalate unresolved or high-risk matters • Prepare account histories and supporting information for leadership and corporate accounting decisions • Route adjustments, credits, contractual concerns, and write-off requests to authorized decision-makers • Prepare weekly aging and resolution reporting for GRS leadership • Support recurring GRS account-review meetings with project managers, operational leaders, and corporate accounting • Track recurring delay reasons to identify preventable causes • Recommend improvements to project setup, client-contact data, invoice documentation, portal requirements, handoffs, and escalation procedures • Help establish and maintain standard operating procedures, contact cadences, reporting definitions, and documentation expectations • Serve as the operational link among clients, project teams, service-line leadership, and NV5 corporate accounting • Communicate emerging client or portfolio risks to leadership promptly

🎯 Requirements

• 3+ years of experience in client account support, project administration, billing operations, contract administration, or a comparable high-volume professional-services environment • Ability to manage a large portfolio of open items with accurate documentation, prioritization, and consistent follow-through • Experience communicating directly with business clients regarding invoices, documentation requirements, account questions, or payment status • Strong research and problem-solving skills • Proficiency with Microsoft Suite, including Excel, Outlook, Teams, and business systems used to manage project or financial information • Strong written and verbal communication skills • Ability to work independently, meet deadlines, exercise sound judgment, and collaborate effectively across organizational functions • Associate or bachelor's degree in business administration, operations, accounting, finance, or a related field is preferred; equivalent relevant experience will be considered • Experience in commercial real estate due diligence, engineering, environmental consulting, land surveying, construction services, or another project-based professional-services business is preferred • Experience with Deltek Vantagepoint, Deltek Vision, or a comparable enterprise resource planning or project accounting system is preferred • Experience developing reports, operating procedures, process controls, or workflow improvements is preferred

🏖️ Benefits

• Restricted stock units may be provided as part of the compensation package • Medical insurance • Dental insurance • Life insurance • PTO • 401(k) • Professional development/advancement opportunities • Full range of medical, financial, and/or other benefits, dependent on the position offered