Account Coordinator

Smart Circle International; Newport Beach (CA); On-site; USD 36,000 - 43,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Home office stipend

Professional development

Job summary

Smart Circle International is seeking an Account/Campaign Coordinator to support our Home Services Campaign Management team. Working with the Campaign Manager, you will drive campaign execution through relationship management, planning, and cross-functional coordination.

You will serve as an additional point of contact for internal and external partners, helping onboard/offboard offices, track KPIs, and ensure initiatives stay on track.

Qualifications

• 2+ years of account or campaign support experience and strong organizational skills.
• Excellent written and verbal communication with the ability to build relationships across teams.
• Proficiency with Salesforce or other CRM platforms, Excel, and case management/reporting tools; Tableau a plus.

Responsibilities

• Serve as an additional contact for assigned clients, managing communications and campaign-related issues.
• Handle daily account support such as onboarding/offboarding, asset management, leads & permits, incentive management, and compliance.
• Communicate program metrics and expansion opportunities with field leadership; update product/offer changes as needed.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Create and maintain account docs like SOPs, logs, and welcome emails in the project management tool.
• Follow guidelines for responsible AI use and data security; take on additional tasks as needed.

Skills

Account coordination

Communication

CRM tools

Excel

Problem solving

AI familiarity

Tools

Salesforce CRM

Microsoft Excel

Tableau

Job description

The Account/Campaign Coordinator will play a key role in supporting our growing Home Services Campaign Management team. Working closely with the Campaign Manager, this position will help drive successful campaign execution by combining relationship management, strategic planning, and operational coordination. They will serve as an additional point of contact for internal and external partners, collaborating cross-functionally with teams including Analytics, Finance, Compliance, and Legal, as well as our third-party sales offices.

The ideal candidate will leverage their account support experience to strengthen relationships, troubleshoot and resolve escalations, identify opportunities to improve processes and efficiencies, and ensure key initiatives remain on track. Success in this role requires strong communication and organizational skills, sound judgment, attention to detail, and the ability to effectively coordinate across multiple teams and priorities. We're seeking candidates who are proactive, solutions-oriented, enjoys building strong partnerships while keeping projects moving forward.

The Basics

• Location: Remote / Work from Home (U.S. Only)
• Compensation: $26.00-$31.00/hour
• Travel: Up to 10%
• Reports to: Campaign Manager

What You'll Do

• Serve as additional point of contact for assigned clients managing communications and campaign related issues ensuring the client’s needs are met while aligning with company objectives
• Daily account support such as office and sales rep onboarding/offboarding, asset management, leads & permits, incentive management, troubleshooting, compliance, and meeting client’s standards
• Communicate with the field’s team’s key leaders regarding program metrics/KPIs, expansion opportunities, offer and product updates, etc.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction
• Create and maintain account documents such as Standard Operation Procedures, Action Item Logs, and Program Welcome Emails in the Project Management Tool
• Follow company guidelines and best practices for responsible AI use and data security
• Additional responsibilities may be assigned as needed to support team and organizational priorities

What You'll Bring - Core Competencies

• Project and Account Coordination: 2+ years of project or campaign support experience, with strong organizational and time management skills and the ability to manage multiple priorities and deliverables
• Communication & Collaboration: Strong written and verbal communication skills with the ability to build relationships and collaborate effectively with internal teams, external partners, and clients
• Systems & Tools: Proficiency with Salesforce or other CRM platforms, Microsoft Excel, and case management/reporting tools; familiarity with data visualization tools such as Tableau preferred
• Problem Solving & Initiative: Proactive, solutions-oriented approach with strong attention to detail and a focus on resolving issues, improving processes, and driving efficiency
• AI & Tech Fluency: Comfortable using AI-assisted tools (e.g., reconciliation support, reporting, data analysis) to boost accuracy and efficiency, while knowing when a task needs hands-on review

Smart Circle International

Smart Circle is a leading broker of outsourced sales and customer acquisition services. We help clients and independently owned and operated sales companies grow together through versatile in-person marketing and sales campaigns inside retailers, businesses and through door-to-door canvassing. Smart Circle operates from two locations: our headquarters in Newport Beach, California, and an office in Toronto, Ontario. Visit smartcircle.com to learn more!

Why You'll Love It Here

Smart Circle is committed to cultivating an environment that sparks curiosity, encourages bold thinking, and supports continuous development. We believe people thrive when they’re in roles that align with their strengths and ambitions, so we make space for individuals to stretch and explore new possibilities. Your next move matters so if you're looking for a place where ambition is celebrated and growth is tangible, Smart Circle may be the place for you!

Total Rewards

Full-time positions qualify for a benefits package that includes vacation, sick leave, paid holidays, medical (with an HSA plan option), dental, vision and company paid Basic Life insurance, opportunity to enroll in Voluntary Life plans, Employee Assistance Program, 401K with employer match, employee referral program, home office stipend and opportunities for team building, growth, and development. Team members have on-demand access to an LMS with a variety of courses to further their professional and personal development.

Equal Opportunity Employer

We are an Equal Opportunity Employer, committed to building a workplace where every individual is valued, respected, and empowered to grow, regardless of background or identity.

We recruit, hire, evaluate, and promote based on talent and potential, without regard to race, color, national origin, age, sex, disability status, or any other protected characteristic under state or federal law. Discrimination or harassment of any kind has no place here, and we expect every team member to uphold a culture of dignity and respect.

In accordance with applicable law, the compensation range listed within this job posting reflects our good faith estimate of the expected salary for this role at the time of posting. Final compensation will be determined based on a variety of non-discriminatory factors, including a candidate’s qualifications, skills, and experience.

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