Account Management Coordinator

AccessOne seeks an organized, proactive Account Management Coordinator to provide internal administrative and operational support to Account Managers, allowing them to focus on client relationships, retention, risk, and growth. Requires accuracy, follow-through, cross-functional coordination, and prioritization.

Key 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 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

Qualifications

• 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.

Preferred Qualifications

• 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 in preparing Account Manager reports, presentations, or QBR materials.
• Familiarity with telecommunications, managed services, IT services, or technology solutions.

Compensation

• Base salary $65,000 - $70,000

Why Access One

• Opportunities to grow your career and expand your expertise
• Continuous learning and professional development
• Advancement opportunities based on consistent performance
• Exposure to a broad portfolio of telecom and managed IT solutions

Benefits

• Comprehensive health, dental, and vision coverage
• 401(k) with company match
• Generous PTO and flexible work environment
• Engaging company events supporting work-life balance
• Volunteer and donation opportunities to support the community

Access One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.