AIM Smarter · 6 hours ago
Account Operations Specialist
United States
Full-time
Remote
Entry Level
$62K/yr - $65K/yr
1+ years expAIM Smarter is a company focused on business development, and they are seeking an Account Operations Specialist to support their National Accounts and Business Development team. This role involves managing financial collections, CRM administration, and ensuring data integrity within AIM’s systems.
Marketing & Advertising
Responsibilities
Collect past due amounts from distributor customers and supplier partners
Update and maintain credit card information for recurring customer accounts
Track and report on outstanding balances and assist with payment reconciliations
Enter and manage customer orders in Infusionsoft/Keap
Migrate Infusionsoft/Keap orders and data to HubSpot CRM
Maintain CRM data integrity and perform administrative tasks in both systems
Organize and track rebate data for National Accounts and suppliers
Support day-to-day account management with distributor and supplier partners
Manage and moderate AIM’s Facebook groups and online communities
Collaborate with cross-functional teams to support business and data processes
Assist in identifying and implementing process improvements across systems
Qualification
Required
1–3 years of experience in administrative, financial coordination, or account operations roles
Proficiency in Microsoft Office or Google Workspace tools
Strong attention to detail and organizational skills
Excellent written and verbal communication
Ability to manage multiple priorities and meet deadlines
Collaborative team player who also works well independently
Analytical and proactive approach to problem-solving
Strong sense of accountability and follow-through
Positive, professional, and adaptable demeanor
Preferred
Experience with CRM and marketing automation systems (HubSpot and Infusionsoft/Keap preferred)
Experience in the promotional products industry is a plus
Associate or bachelor's degree preferred in business administration, communications, or related field
Company
AIM Smarter
AIM Smarter builds and provides the best tools in the promotional products industry, connects talent with demand, and accelerates business success at every level.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jamie Coggeshall
President & Founder
Company data provided by crunchbase