Company Overview:
Vynamic is a healthcare industry management consulting firm headquartered in Philadelphia with additional offices in Boston, London, and Durham. Our purpose is: We believe there is a better way. We partner with our clients to lead key strategic and operational initiatives across all sectors of the healthcare industry.
We believe there is a better way to harness the power of a healthy culture in order to deliver the best results. We make significant investments in the product that is our people, ensuring our team members live healthy, lead with integrity, continually learn, constantly grow, and thrive in a fun and vibrant environment. We believe that our culture not only results in a healthy team, but also in a product that our clients can truly be powered by.
Position Overview:
The Account Operations Associate is responsible for supporting Account Managers (AMs) and Client Group Executives (CGEs) with key aspects of the Consulting Operations function in prioritized areas of the business. The Account Operations Associate will report to the Business Development (BD) Director, interacting extensively with AMs, CGEs, and Operations Team as well as Finance and Consulting team members. The initial focus of this role will be to support larger Account teams that have a significant presence both from a financial and a consulting headcount perspective.
Location: Philadelphia Preferred, Other US Hub or Spoke considered
Responsibility/Essential Function:
Account Financial Operations
- Statement of Work Creation Support and Quality Assurance (including deliverable, resourcing and financial tables)
- PO Administration / Follow-ups / Tracking
- Monthly reporting on POs and outstanding funds
- Including interfacing with our clients’ admins to ensure proper setup and administration
- Invoicing Reviews
- Performs detailed review and approval in Financial Force system (AM reviews in offline format)
- Sales Bonus Allocation Administration
- Distribute team member communication e-mails to support the scale/volume of Sales Bonus Allocations on large accounts
- Submit final allocations via Financial Force upon approval
- Support Account Manager in maintaining Account revenue forecast on an ongoing basis
- Expense budget management – cross projects, and non-billable
- Inizio related pricing analysis and submission support (pricing council, rate cards, etc.)
- Support Opportunity tracking and management processes (as needed)
Account Team Experience Enablement
- Team member onboarding and logistics
- IT set-up & tracking
- badging process support
- Offboarding – process facilitation
- Client Account Management (CAM) support
- Maintain go-to structure in Financial Force
- Assistance with execution of in-person client events
- As needed, manage client group and account-level expense budget(s)
Account Reporting & Ad-hoc Initiatives
- Ad-hoc reporting requests from Procurement function and/or internal Inizio requests
- Support consistent maintenance of finance and operational exhibits for Account Plan
- Managing the client gift giving process
- Support of BD initiatives that impact pricing of Vynamic services aligned to our value
Other / Ad-Hoc
- TBD
Qualifications:
- Bachelor’s degree required
- 1-2 years of experience with reporting/analytics
- Strong knowledge of MS Office Products, especially PowerPoint and Excel
- Basic working knowledge of reporting/analytics
- Strong verbal and written communication skills
- Excellent organizational skills, keeping track of many moving pieces amid constant change
- Excellent planning and project management skills
- Strong analytical skills
- Ability to prioritize and multi-task successfully in a fast-paced environment
- Excellent follow-up skills and attention to details
- Operates with Vynamic values
