The Account Coordinator supports in-house accounts by providing comprehensive client service and operational assistance to the Inside Sales and Marketing team. Reporting to the SVP of Revenue, this role collaborates closely with creative, production, and fulfillment teams to ensure client satisfaction, timely project delivery, and the highest product quality.
Key Responsibilities
Serve as a point of contact for client account needs, processing requests from the Client Experience (CX) team. Tasks may include website rate updates, pop-ups, announcements, text changes, dev requests/tickets, PDF remediation, CRM updates, and marketing tickets.
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Work with Inside Sales to address client issues and route tasks to the appropriate departments.
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Maintain client and product profiles in Copper and Monday.com.
Coordinate between Inside Sales Support (ISS) and Fulfillment teams to meet project requirements and deadlines. -
Manage data entry in Monday.com, acknowledge projects, and track them through final delivery and invoicing.
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Attend CCAM/AE client meetings, take notes, and document action items.
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Distribute required marketing documents, specifications, and implementation sheets.
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Assist Inside Sales with billing/pricing inquiries, proposals, and agreements, including research, collaboration with product teams, and communication with third-party vendors.
Qualifications
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Excellent written and verbal communication skills.
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Strong sense of ownership and accountability.
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Demonstrated experience coordinating projects and supporting cross-functional teams.
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Client-focused attitude with the ability to build trust and maintain professional relationships.
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Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
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Energetic, detail-oriented, and proactive, with a strong sense of urgency.
Capable of working independently as well as collaboratively within a team.
