Customer Relationship Coordinator

General Function and Primary Objective(s):

Under the direction of the Account Manager, support and assist Account Manager(s) in serving the company's customers, collaborating with internal and external resources. Work closely with Account Manager(s) and Sales Operations to carry out tasks that facilitate workflows. Assist Account Manager(s) in PO management & billing support. Build reports and dashboards to keep internal stakeholders informed of account operating status and health. This role serves to keep account workflows organized, documentation up to date, and communication flowing smoothly.

Essential Duties and Responsibilities:

Account Coordination & Support

• Assist Account Managers with daily administrative tasks, scheduling, and follow-ups.
• Assist and prepare client reports, quotes, and renewal documents.
• Maintain accurate client records, contract details, and acco...