Services Account Specialist New

Zone & Co; United States; Remote; USD 60,000 - 85,000; Full time

Job summary

A leading SaaS company is seeking a Services Account Specialist to streamline operations between Sales and Professional Services teams. The role involves managing service scopes, ensuring timely communication, and enhancing operational excellence. Ideal candidates will have 3-5 years experience, strong organizational skills, and a problem-solving mindset. Join a dynamic team dedicated to delivering efficient solutions in a fully remote environment.

Qualifications

• 3–5 years of experience in professional services coordination or sales operations in SaaS.
• Proven ability to manage high-volume workflows.
• Exceptional organizational skills with multitasking abilities.

Responsibilities

• Manage and prioritize high volume of service scopes and project timelines.
• Serve as operational liaison between teams.
• Conduct quality assurance on proposals.

Skills

Organizational Skills

Problem-solving

Communication

Emotional Intelligence

Attention to Detail

Adaptability

Tools

NetSuite

Advanced Spreadsheet Skills

Job description

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!

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:

• 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

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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