The Account Coordinator supports organized account management and responsive customer service across day-to-day client work. This role coordinates projects, maintains customer relationship management records, and connects account needs with relevant sales and marketing activities. You’ll help keep work moving smoothly and give customers and colleagues clear, timely updates.
Duties
- Coordinate project timelines, track deliverables, and follow up with internal teams to keep account work on schedule.
- Maintain customer relationship management information in Salesforce, documenting interactions and keeping account records accurate.
- Support account management by responding to customer questions, sharing updates, and escalating issues to the appropriate team.
- Assist with analysis of account activity and contribute to sales and marketing coordination,
including work involving SaaS or financial services.
Requirements
Required: Clear communication, customer service, accurate recordkeeping, and practical coordination and analysis skills support effective project and account work. Preferred: Experience with account management, customer relationship management, Salesforce, SaaS, marketing, or financial services can help you contribute across varied client needs. Your impact: Reliable coordination helps customers receive timely support and enables colleagues to deliver consistent account service.