Account Specialist

Robert Half • Mason, OH • 2h ago

Description We are looking for an Account Specialist to join a client-focused team on a contract-to-permanent basis. This position supports customer success by strengthening client relationships, coordinating account activities, and ensuring accurate reporting and account information. The ideal candidate is organized, service-oriented, and comfortable working with multiple internal teams to deliver a high-quality client experience.

Responsibilities:

Maintain accurate customer and account records in internal platforms, ensuring information is current and complete.

Prepare recurring and ad hoc reports that help clients and internal stakeholders track account activity and performance.

Deliver and coordinate client training sessions, taking the lead when needed to promote confident use of services and tools.

Partner with sales and account management teams to address client questions, resolve issues, and support ongoing account growth.

Collaborate across departments to respond to customer needs and keep service delivery aligned with expectations.

Assist with the onboarding process for new clients by organizing setup activities and helping create a smooth transition into service.

Conduct outbound communication with clients to encourage product usage, strengthen engagement, and support long-term adoption.

Perform ongoing account platform administration and updates to support daily operations and client service needs. Requirements - Experience with accounts payable, accounts receivable, billing, and general accounting support activities.

Ability to reconcile account details accurately and investigate discrepancies in a timely manner.

Strong attention to detail with the ability to manage data entry, reporting, and account updates with consistency.

Background in customer support, customer success, or account coordination in a detail-oriented business environment.

Effective communication skills with the ability to lead client conversations and training sessions effectively.

Comfortable working cross-functionally with internal teams to resolve issues and meet customer expectations.

Proficiency with reporting tools and business systems used to maintain records and generate client-facing information. TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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