Client Account Operations Specialist

Overview

NV5 is a provider of engineering and consulting services to public- and private-sector clients. Through its Real Estate Transaction Services group, GRS, NV5 supports commercial real estate transactions with services that include land surveying, zoning, environmental site assessments, property condition assessments, seismic risk assessments, and construction-related due diligence.

NV5 is seeking a Client Account Operations Specialist to support our group's high-volume project portfolio. Embedded within team operations, this role becomes engaged once an invoice is issued and is responsible for its administrative tracking and client communication through payment collection. The specialist works directly with clients, sales representatives, project managers, service coordinators, leadership, and NV5 corporate accounting to confirm payment status, remove barriers, document commitments, and drive timely resolution. A key responsibility is maintaining accurate documentation and actionable reporting that demonstrates progress, supports effective follow-up, and helps prevent outstanding invoices from becoming increasingly aged.

This client-facing business operations role offers an opportunity to strengthen client relationships, improve account visibility, and help establish a consistent account management process. Success in this position requires professional persistence, sound judgment, disciplined documentation practices, and the ability to identify the root causes of payment delays while coordinating the appropriate response to achieve resolution.

The ideal candidate will be located on the Central to East Coast!
Responsibilities
Client Account Ownership

- Own the structured tracking and follow-up process for invoices from issuance through payment, with activity aligned to client payment terms and internal protocols.

- Contact clients to confirm receipt, processing status, expected payment timing, and any requirements preventing payment.

- Proactively develop relationships with AP leads at key clients to understand their payment cycles and set efficient means to update the AR status during monthly calls.

- Manage a high-volume portfolio by prioritizing activity based on invoice age, dollar value, client history, transaction status, and business risk.

- Document all communications, client commitments, disputed items, internal owners, escalation actions, and next steps in designated NV5 systems.

- Provide responsive, professional client service while maintaining clear expectations and consistent follow-through.

Project and Invoice Issue Resolution

- Research outstanding invoices to identify whether delays relate to invoice receipt, client portals, purchase orders, vendor registration, documentation, contract terms, project delivery, transaction status, scope questions, or service concerns.

- Coordinate with GRS project managers and service-line leaders to resolve questions involving surveys, zoning reports, environmental assessments, property condition assessments, seismic risk assessments, and construction services.

- Confirm that invoices align with the correct project, property, client entity, fee, and applicable supporting documentation.

- Coordinate resolution of portfolio billing requirements, report acceptance questions, reliance documentation, client-specific forms, and other transaction-related barriers.

- Assign or confirm internal ownership of each open issue, establish a follow-up date, and escalate unresolved or high-risk matters through established protocols.

- Prepare complete account histories and supporting information for leadership and corporate accounting decisions; route adjustments, credits, contractual concerns, and write-off requests to the authorized decision-makers.

Reporting, Controls, and Process Improvement

- Prepare weekly aging and resolution reporting for GRS leadership, emphasizing changes, risks, commitments, and accounts requiring intervention.

- Support recurring