Job Overview We are seeking a dynamic and proactive Account Coordinator to join our team and drive exceptional client success. In this role, you will serve as a vital link between our clients and internal teams, ensuring seamless communication, efficient project execution, and outstanding customer service. Your energetic approach and detail-oriented mindset will help foster strong relationships, manage multiple client accounts, and support our sales and marketing initiatives. This paid position offers an exciting opportunity to develop your skills in project management, client relationship management, and SaaS (Software as a Service) solutions within a fast-paced environment. Responsibilities Manage and nurture client relationships by providing exceptional customer service and tailored solutions. Coordinate with cross-functional teams to ensure timely delivery of products and services aligned with client needs. Utilize Salesforce CRM system to track customer interactions, sales pipelines, and account activities for data-driven decision making. Support sales efforts by assisting with order processing, contract renewals, and upselling opportunities. Collaborate with marketing teams to execute campaigns that enhance client engagement and retention. Maintain accurate records of client communications, account updates, and project statuses using internal communication tools. Analyze account performance metrics to identify opportunities for growth and improvement. Experience Proven experience in project management or account coordination within a SaaS or financial services environment. Proficiency with Salesforce Cloud or similar CRM systems for managing customer relationships effectively. Strong knowledge of Microsoft Office suite (Word, Excel, PowerPoint) for reporting and documentation purposes. Excellent communication skills with the ability to engage clients professionally across various channels. Demonstrated ability to collaborate across departments to achieve shared goals. Experience in managing customer accounts, order processing tools, and customer service problem-solving. Familiarity with data analysis techniques for making informed decisions based on client data insights. Join us as an Account Coordinator and become a key player in delivering outstanding client experiences while advancing your career in a vibrant, supportive environment!

Pay:

$55,378.57 - $72,079.56 per year

Benefits:

401(k) 401(k) matching Employee discount Happy hour Health insurance Health savings account Paid time off Parental leave Professional development assistance Retirement plan

Work Location:

In person