Account Coordinator

This is a fully remote position, open to applicants in California.

📋 Description

• Act as an additional point of contact for designated clients

• Oversee communications and address campaign-related matters

• Ensure client requirements are satisfied while aligning with company goals

• Assist in the onboarding and offboarding processes for office and sales representatives

• Manage assets, leads, permits, incentives, troubleshooting, compliance, and client standards

• Liaise with field team leaders regarding program metrics/KPIs, expansion opportunities, offer and product updates

• Collaborate with internal teams to guarantee seamless service delivery and client satisfaction

• Develop and maintain account documentation, including Standard Operating Procedures, Action Item Logs, and Program Welcome Emails, within the Project Management Tool

• Adhere to company guidelines and best practices for responsible AI utilization and data security

• Undertake additional duties as necessary to support team and organizational priorities

• Travel may be required up to 10%

• Report directly to the Campaign Manager

⛳️ Requirements

• Minimum of 2 years of experience in project or campaign support

• Excellent organizational and time management abilities

• Capacity to manage multiple priorities and deliverables effectively

• Strong written and verbal communication skills

• Ability to foster relationships and collaborate with internal teams, external partners, and clients

• Proficient in Salesforce or similar CRM platforms

• Skilled in Microsoft Excel

• Experienced with case management/reporting tools

• Familiarity with data visualization tools such as Tableau is preferred

• Proactive and solutions-oriented mindset

• Exceptional attention to detail

• Focused on issue resolution, process improvement, and efficiency enhancement

• Comfortable utilizing AI-assisted tools for reconciliation support, reporting, and data analysis

• Capable of identifying when a task requires hands-on review

🏝️ Benefits

• Vacation

• Sick leave

• Paid holidays

• Medical insurance with an HSA plan option

• Dental insurance

• Vision insurance

• Company-paid Basic Life insurance

• Voluntary Life plans

• Employee Assistance Program

• 401K with employer match

• Employee referral program

• Home office stipend

• Team building opportunities

• Growth and development opportunities

• On-demand access to a Learning Management System (LMS) offering various courses for professional and personal development