Services Account Specialist

Zone & Co; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

Zone & Co, a leading SaaS company, seeks a Services Account Specialist to streamline service proposals and enhance operational efficiency. The ideal candidate possesses strong organizational skills and thrives in a fast-paced remote environment. This role demands excellent communication and problem-solving abilities while collaborating across teams to deliver a seamless experience.

Qualifications

• 3–5 years in professional services coordination or sales operations.
• Ability to manage high-volume workflows with attention to detail.
• Proficient in PSA tools and advanced spreadsheet skills.

Responsibilities

• Manage service proposals, project timelines, and cost estimates.
• Ensure communication between Sales and Professional Services teams.
• Conduct quality assurance on proposals and report on service activity.

Skills

Project Management

Communication

Attention to Detail

Problem-Solving

Collaboration

Tools

NetSuite

Excel

Job description

About Zone & Co.

Zone & Co is a leading SaaS company committed to freeing finance teams from the limitations of clunky, disparate systems and manual processes. Our rapidly growing portfolio of solutions is built on the oracle NetSuite platform (the leading cloud-based ERP software platform) and offers advanced automation and integration solutions to a wide spectrum of business-critical functions, including complex billing & revenue recognition, to off-the-shelf advanced reporting, Payroll, AP automation, payments, reconciliations, approvals and more.

Zone helps over 3,000 companies worldwide work smarter, faster and more securely, whilst maximizing platform value. We do this with a growing innovation-minded team of over two hundred folks, based across North America, Europe and Asia Pacific.

Our journey has only just begun and we are excited to welcome talented individuals looking to grow alongside us. If this sounds interesting to you, we’d love to hear from you!

Learn more atwww.zoneandco.comor follow us on LinkedIn:linkedin.com/company/zoneandco.
About the Role

Are you a highly organized and proactive professional who thrives in a fast-paced, fully remote global environment? Do you excel at managing high-volume, complex workflows with precision and agility? As our Services Account Specialist, you'll be the vital operational bridge connecting our Sales, Solution Engineering, and Professional Services teams. You'll ensure accuracy, consistency, and timeliness in preparing and executing service proposals and project scopes, all while delivering a seamless customer experience. If you combine strong emotional intelligence with exceptional problem-solving skills, and are passionate about driving operational excellence, this role is for you!

What You’ll Do:Orchestrating Service Proposals & Projects

• Manage and prioritize a high volume of service scopes, project timelines, and cost estimates with accuracy.
• Serve as the key operational liaison, ensuring transparent and timely communication between Sales, Solution Engineering, and Professional Services.
• Facilitate smooth handoffs of proposals and project documentation from pre-sales to delivery.
• Conduct thorough quality assurance on proposals, ensuring alignment with service capabilities and proactively escalating risks.

Driving Operational Excellence

• Monitor, collect, and report on service pipeline activity and forecasting to align resource allocation.
• Maintain and update standardized proposal templates, documentation, and internal tools for efficiency.
• Support the development and execution of process improvements to boost proposal throughput and delivery effectiveness.
• Ensure accurate entry and maintenance of project data within CRM and PSA platforms (preferably NetSuite).

Collaborating & Problem-Solving

• Collaborate cross-functionally to stay informed on product suites, service offerings, and delivery methodologies.
• Demonstrate resilience and adaptability to manage shifting priorities and unexpected challenges effectively.
• Coordinate communication across global teams and time zones, ensuring responsiveness and stakeholder engagement.
• Detect and communicate discrepancies in scope, pricing, or assumptions, collaborating with stakeholders for timely resolution.

What You’ll Bring

• 3–5 years of experience in professional services coordination, sales operations, or project support within SaaS or consulting.
• Proven ability to manage high-volume, deadline-driven workflows with exceptional attention to detail.
• Exceptional organizational skills with the ability to prioritize and multitask effectively.
• Strong verbal and written communication skills, with a demonstrated ability to collaborate across distributed, remote teams.
• High emotional intelligence, adaptability, and a proactive problem-solving aptitude.
• Proficiency with PSA tools (preferably NetSuite) and advanced spreadsheet skills (Excel or equivalent).
• Comfort working remotely across multiple time zones in a global scale-up environment

Benefits

At Zone, our benefits are designed to enrich your life beyond the workplace. Recognizing that work is just a fraction of your overall life experience, we are dedicated to providing robust support. As a fully remote company, we prioritize flexibility and balance. Explore our comprehensive list of benefits atZoneandco.com.

Zone and Co is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.

We strongly encourage candidates of all different backgrounds and identities to apply. This is an opportunity for us to bring in a different perspective and we’re eager to further diversify our company. Zone & Co is committed to building an equitable, inclusive, and supportive place for you to do some of the greatest work of your career.

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