Account Management Coordinator
About The Position
AccessOne seeks an organized, proactive Account Management Coordinator to provide internal administrative and operational support to Account Managers. This support enables Account Managers to focus on client relationships, retention, risk, and growth. The role requires accuracy, follow-through, cross-functional coordination, and prioritization. The coordinator compiles client data, routes and follows up on requests, maintains client and account records, and escalates overdue, recurring, or critical items. The role also supports renewals and quarterly business reviews (QBRs) by preparing analyses and materials, coordinating timelines, updating meeting records, and researching action items. Access One offers opportunities for career growth, continuous learning, professional development, advancement based on consistent performance, and exposure to telecom and managed IT solutions. The listed base salary is $65,000–$70,000. Benefits include health, dental, and vision coverage; a 401(k) with company match; generous PTO; a flexible work environment; company events; and volunteer and donation opportunities. The company states that it provides equal employment opportunities and prohibits discrimination and harassment.
Requirements
- Associate or bachelor’s degree, or an equivalent combination of education and relevant professional experience.
- Basic proficiency with business software, including email, spreadsheets, CRM, and ticketing platforms, with the ability to navigate systems, enter accurate information, and maintain records.
- Strong organization, time management, attention to detail, and follow-through.
- Clear written and verbal communication for coordination and reporting.
- Ability to manage competing requests across departments.
- Comfort with client data, reporting, and account records.
- Ability to recognize issues requiring escalation.
Nice To Haves
- B2B Account Management or Customer Success support experience.
- Familiarity with Salesforce or another CRM platform.
- Experience with recurring revenue clients, renewals, or contract-based services.
- Proficiency with Microsoft Excel, Outlook, Teams, and PowerPoint.
- Experience preparing Account Manager reports, presentations, or QBR materials.
- Familiarity with telecommunications, managed services, IT services, or technology solutions.
Responsibilities
- Compile daily ad hoc client data requests.
- Route client requests internally and respond when necessary.
- Maintain accurate client and account records in CRM and internal systems.
- Escalate overdue, recurring, or critical items to the Account Manager.
- Prepare Renewal Template and White Space analysis.
- Coordinate QBR preparation and timelines.
- Gather QBR reports, service data, and supporting materials.
- Prepare a standard QBR deck for Account Manager review and delivery.
- Update and maintain CRM and internal systems regarding meeting status.
- Research and follow up regarding QBR action items.
Benefits
- Comprehensive health coverage
- Dental coverage
- Vision coverage
- 401(k) with company match
- Generous PTO
- Flexible work environment
- Company events supporting work-life balance
- Volunteer and donation opportunities to support the community
- Continuous learning and professional development
- Career growth and advancement opportunities
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What This Job Offers
Job Type
Full-time
Education Level
Associate degree
