Account Coordinator

Overview

The Account Coordinator provides critical operational and administrative support to the Strategic Account Management team, enabling the delivery of exceptional client service and successful account execution. This role ensures that client deliverables, internal coordination, and system updates are completed accurately and efficiently, allowing Account Managers to focus on strategic client engagement and growth. This position is designed as a developmental role, offering exposure to client management, operations, and cross-functional collaboration, with a clear pathway toward a Strategic Account Manager position.

Responsibilities

Client Support & Coordination

Support Strategic Account Managers in day-to-day account operations and client deliverables

Prepare for and assist in client meetings, including agenda development, materials preparation, and follow-up coordination

Capture detailed meeting notes, action items, and next steps, ensuring timely execution

Shadow client interactions to develop understanding of relationship management and account strategy

Project & Workflow Management

Submit and track work orders and internal requests, ensuring timely completion

Coordinate cross-functional efforts with Marketing, Operations, IT, and Facilities teams

Monitor task progress and proactively follow up on outstanding items

Ensure all deliverables meet quality, accuracy, and timeline expectations

Salesforce & System Administration

Create, update, and maintain Salesforce opportunities, accounts, and related records

Ensure data accuracy, completeness, and proper documentation within CRM systems

Support pipeline tracking and reporting for account teams

Maintain and update customer experience documentation and account records

Contract & Documentation Management

Maintain contract management hygiene, ensuring documentation is current and properly stored

Assist in drafting Change Requests (CRs) and tracking contract updates

Support compliance with internal processes and client requirements

Client Experience & Operational Support

Coordinate logistics for client visits, tours, and meetings, including scheduling and materials preparation

Facilitate completion of tour forms and related documentation

Support Help Desk case management, including setup, access requests, and follow-ups

Assist with execution of client experience initiatives and deliverables

Process Improvement & Team Support

Identify opportunities to improve account coordination processes and efficiency

Support development and maintenance of standard operating procedures (SOPs)Provide additional administrative and operational support as needed

Qualifications

Bachelor’s degree in Business, Communications, Healthcare Administration, or related field (or equivalent experience)

1–3 years of experience in account coordination, client services, administrative support, or related role

Strong organizational and time management skills with ability to manage multiple priorities and deadlines

High attention to detail with a focus on accuracy and quality of work

Excellent written and verbal communication skills

Proficiency in Microsoft Office (Excel, PowerPoint, Word)Experience with CRM systems (Salesforce preferred)Ability to work in a fast-paced, client-focused environment

(Preferred) Experience supporting client-facing teams or account management functions

(Preferred) Familiarity with healthcare, life sciences, or patient services industries

(Preferred) Experience with project coordination or workflow tracking tools

(Preferred) Exposure to contract management or documentation processes

(Preferred) Interest in pursuing a career in account management or client success

Pay Range

USD $54,769.98 - USD $68,462.47 /Yr.

Client Support & Coordination

Support Strategic Account Managers in day-to-day account operations and client deliverables

Prepare for and assist in client meetings, including agenda development, materials preparation, and follow-up coordination

Capture detailed meeting notes, action items, and next steps, ensuring timely execution

Shadow client interactions to develop understanding of relationship management and account strategy

Project & Workflow Management

Submit and track work orders and internal requests, ensuring timely completion

Coordinate cross-functional efforts with Marketing, Operations, IT, and Facilities teams

Monitor task progress and proactively follow up on outstanding items

Ensure all deliverables meet quality, accuracy, and timeline expectations

Salesforce & System Administration

Create, update, and maintain Salesforce opportunities, accounts, and related records

Ensure data accuracy, completeness, and proper documentation within CRM systems

Support pipeline tracking and reporting for account teams

Maintain and update customer experience documentation and account records

Contract & Documentation Management

Maintain contract management hygiene, ensuring documentation is current and properly stored

Assist in drafting Change Requests (CRs) and tracking contract updates

Support compliance with internal processes and client requirements

Client Experience & Operational Support

Coordinate logistics for client visits, tours, and meetings, including scheduling and materials preparation

Facilitate completion of tour forms and related documentation

Support Help Desk case management, including setup, access requests, and follow-ups

Assist with execution of client experience initiatives and deliverables

Process Improvement & Team Support

Identify opportunities to improve account coordination processes and efficiency

Support development and maintenance of standard operating procedures (SOPs)Provide additional administrative and operational support as needed

Bachelor’s degree in Business, Communications, Healthcare Administration, or related field (or equivalent experience)

1–3 years of experience in account coordination, client services, administrative support, or related role

Strong organizational and time management skills with ability to manage multiple priorities and deadlines

High attention to detail with a focus on accuracy and quality of work

Excellent written and verbal communication skills

Proficiency in Microsoft Office (Excel, PowerPoint, Word)Experience with CRM systems (Salesforce preferred)Ability to work in a fast-paced, client-focused environment

(Preferred) Experience supporting client-facing teams or account management functions

(Preferred) Familiarity with healthcare, life sciences, or patient services industries

(Preferred) Experience with project coordination or workflow tracking tools

(Preferred) Exposure to contract management or documentation processes

(Preferred) Interest in pursuing a career in account management or client success