Account Management Coordinator

Access One • Chicago, IL

11d

About The Position

AccessOne seeks an organized, proactive Account Management Coordinator to provide internal administrative and operational support to Account Managers. This support allows Account Managers to focus on client relationships, retention, risk, and growth. The role requires accuracy, follow-through, cross-functional coordination, and the ability to prioritize competing requests.

The coordinator compiles client data, routes and follows up on client requests, maintains account records, and escalates overdue, recurring, or critical items. The role also supports renewal and white-space analysis, coordinates QBR preparation and timelines, gathers reports and service data, prepares standard QBR presentations for Account Manager review, and tracks meeting statuses and action items.

Access One offers opportunities to grow a career and expand expertise, continuous learning and professional development, advancement opportunities based on consistent performance, and exposure to a broad portfolio of telecom and managed IT solutions. Benefits include health, dental, and vision coverage; a 401(k) with company match; generous PTO; a flexible work environment; company events supporting work-life balance; and opportunities to volunteer and donate to support the community. Access One provides equal employment opportunities and prohibits discrimination and harassment on protected grounds.

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 skills for coordination and reporting.
• Ability to manage competing requests across departments.
• Comfort working 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 Templates and White Space analyses.
• Coordinate QBR preparation and timelines.
• Gather QBR reports, service data, and supporting materials.
• Prepare standard QBR decks for Account Manager review and delivery.
• Update and maintain CRM and internal systems regarding meeting status.
• Research and follow up on QBR action items.

Benefits

• Comprehensive health, dental, and 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.
• Advancement opportunities based on consistent performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree