Account Coordinator

The Account Coordinator supports the Account Management and Client Services teams in maintaining strong client relationships, coordinating projects, and ensuring that client requests and deliverables are completed accurately and on time.

The role serves as a key link between clients and internal teams, helping coordinate communications, timelines, documentation, reporting, and day-to-day account activities.

Key Responsibilities

1. Assist Account Managers with day-to-day client communication and account management.
2. Serve as a point of contact for routine client requests, questions, and follow-ups.
3. Coordinate projects, campaigns, and deliverables across internal teams.
4. Prepare meeting agendas, notes, status updates, presentations, and client reports.
5. Track project timelines, deadlines, approvals, and deliverables.
6. Follow up with internal teams to ensure work is completed according to client requirements and deadlines.
7. Maintain accurate client records, contact information, project files, and account documentation.
8. Monitor client requests and ensure they are communicated to the appropriate departments.
9. Schedule client meetings, calls, presentations, and internal project meetings.
10. Assist with preparing proposals, estimates, presentations, reports, and other client-facing materials.
11. Track project budgets, invoices, purchase orders, and other account-related documentation when required.
12. Assist with client onboarding and ensure required information and materials are collected.
13. Monitor project progress and proactively communicate potential delays or issues.
14. Support Account Managers in preparing regular client updates and performance reports.
15. Conduct basic research on clients, competitors, markets, and industry trends.
16. Help identify opportunities to improve client satisfaction, retention, and account growth.
17. Maintain a high level of professionalism and responsiveness in all client interactions.