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Account Operations Associate Jobs in North Carolina

Swisher

Associate National Account Manager

Charlotte, NC · On-site

$120K - $125K/yr

The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance. Key Responsibilities * Support the ...

ASCENSUS

Financial Operations Associate

Charlotte, NC · Remote

... various financial operations activities including but not limited to: quarterly automated ... Oversight of the Managed account and Fiduciary service product process. * Monthly allocation of ...

isone

Power Grid Operations Associate

Kinston, NC · On-site

$124K/yr

The Power Grid Operations Associate role is an entry pathway into becoming a New England Grid ... accounts, a 401(k) plan with generous employer contributions and a student debt benefit, life and ...

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Account Operations Associate information

What is an account operations associate position?

An account operations associate is responsible for managing and supporting client accounts, ensuring accurate processing of transactions, maintaining account data, and resolving issues. The role often involves using tools like CRM systems and requires strong organizational and communication skills.

What is the difference between Account Operations Associate vs Customer Service Representative?

AspectAccount Operations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; customer service certifications optional
Work EnvironmentOffice setting, often in finance or banking sectorsCall centers, retail, or online support platforms
Employer & Industry UsageFinancial institutions, banking, fintech companiesRetail, telecommunications, service industries
Common Search & ComparisonFocuses on operational tasks related to accounts, data managementFocuses on direct customer interaction and issue resolution

The Account Operations Associate typically handles account management, data processing, and operational tasks within financial or banking environments. In contrast, Customer Service Representatives primarily engage with customers directly to resolve issues and provide support. While both roles require strong communication skills, the Associate role emphasizes back-end processes, whereas the Representative role is front-facing and customer-focused.

What does an account operations associate do?

An account operations associate manages and supports client accounts by processing transactions, ensuring data accuracy, and resolving account issues. They often use tools like CRM systems and require strong organizational and communication skills to maintain smooth account functioning.

Is an account operations associate a good career?

An account operations associate role involves managing client accounts, processing transactions, and ensuring operational efficiency, often requiring skills in data management and communication. It can be a stable entry-level position with opportunities for advancement into management or specialized finance roles, especially with relevant certifications or experience. The career's suitability depends on individual interests in finance, administration, and problem-solving.
Account Operations Associate jobs near you

Associate National Account Manager

Swisher

Charlotte, NC • On-site

$120K - $125K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

The Associate National Account Manager supports the National Account Manager in managing Swisher’s 7-Eleven business. This role focuses on enabling account success through analytics, coordination, and executional support. The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance.

Key Responsibilities

  • Support the National Account Manager in the development and coordination of account strategies, promotional plans, and business initiatives
  • Build and maintain strong working relationships with 7-Eleven Field Operations Advisors (FOAs) and field leadership teams to support executional alignment and account objectives
  • Develop relationships with 7-Eleven field management to strengthen communication, collaboration, and in-store execution support
  • Participate in and support industry trade shows, customer meetings, and key account events
  • Support in-field training and development of sales team members related to 7-Eleven initiatives, programs, and execution standards
  • Provide day-to-day support for 7-Eleven corporate initiatives, customer requests, and operational needs
  • Lead and/or support special projects and cross-functional initiatives as assigned
  • Prepare materials, analysis, and insights for customer meetings, line reviews, and business reviews
  • Analyze sales performance, distribution, and promotional effectiveness, surface insights and recommendations
  • Coordinate logistics and support execution for trade shows, customer events, and key account engagements
  • Assist in building customer presentations, selling materials, and category insights
  • Partner with field sales teams to support store-level execution, resets, and program alignment
  • Manage day-to-day account operations, including item setup/maintenance, promotional tracking, and issue resolution
  • Coordinate cross-functional inputs (Sales Ops, Marketing, Trade) to ensure timelines and deliverables are met
  • Track key initiatives and follow up on action items to support overall account performance
  • Perform other duties as assigned

 

Qualifications:

Required 

  • 3+ years of sales, account management.  CPG experience preferred
  • Strong analytical, organizational, and communication skills
  • Ability to manage multiple priorities and execute with attention to detail
  • Experience supporting large or national accounts is a plus
  • Must be at least 21 at the time of employment
  • Valid driver’s license
  • Proficient in Microsoft Office (Word, Excel, PowerPoint and Outlook)

Education: Bachelor’s Degree in related field

Travel: This position requires up to 50% travel, including overnight stays, based on the geographic area and customer needs.

Preferred

Education: Master’s degree in related field

Physical Requirements:

  • Must be able to lift, carry, push, or pull materials weighing up to (or exceeding) 45 lbs
  • Capability to navigate convenience stores, warehouses, and retail environments, including climbing ladders and working in tight or confined spaces
  • Ability to sit and/or stand for prolonged periods

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