Account Management Coordinator

Access One, Inc.

Chicago (IL)

Híbrido

USD 65.000 - 70.000

Jornada completa

Hace 2 días
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Ventajas ofrecidas por este puesto de trabajo

401K with company match
Health, dental, and vision coverage
Generous PTO

Descripción de la vacante

Access One is seeking an organized Account Management Coordinator in Chicago, IL to provide administrative and operational support to Account Managers, enabling them to focus on client relationships, retention, risk, and growth. You will handle data requests, maintain CRM records, and coordinate with multiple teams to ensure timely responses.

The role requires accuracy, strong communication, and the ability to prioritize competing requests across departments.

Formación

  • Associate or bachelor’s degree or equivalent combination of education and relevant professional experience.
  • Proficiency with business software including email, spreadsheets, CRM, and ticketing platforms; able to navigate systems 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.

Responsabilidades

  • 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.

Conocimientos

Organization
Time management
Attention to detail
Follow-through
Written communication
Verbal communication
Cross-functional coordination
Escalation awareness

Educación

Associate or bachelor’s degree

Herramientas

CRM
Email
Spreadsheets
Microsoft Excel
Outlook
Teams
PowerPoint

Descripción del empleo

Do you have a question about a job posting? Please send us a message using our contact form .

Providing an Exceptional Employee Experience

At Access One, our people have defined us from the beginning, and they continue to do so today. Our team is made up of the finest in the industry, and we take pride in our reputation for unmatched client care. Each employee is a vital asset to our team, and together our staff is the driving force behind our success. You’ll work alongside people with a positive attitude who are empowered to make a difference and collaborate.

As we’ve grown over the years, we’ve maintained a small company feel with a relaxed and fun family atmosphere. We are always looking to grow our hybrid workforce with talented, hard-working individuals who share our passion for delivering an exceptional client experience, enjoy a challenge and thrive in a collaborative work environment.

Benefits of Working at Access One

Access One offers our employees what larger companies cannot — the opportunity for your ideas to be heard and the ability to contribute in a meaningful way. We provide hands‑on learning and career development opportunities to help you excel.

Just a Few of our Perks and Benefits!

Benefits and job perks make a huge difference. At Access One, we believe benefits are a vital piece of the total value proposition and part of what makes Access One a great place to work!

Medical, Dental, Vision, & Life Insurance Benefits
401K Program with Company Match

Comprehensive benefits including financial planning

Vacation and Time Off Benefits
Smart-Casual Dress Environment

Dress for your role and always put your best foot forward

Professional Growth Opportunities

Development and growth through continual learning

Relax at company events, gym membership incentives

Culture & Diversity

Recognition of accomplishments, large & small

Volunteer and Donation Opportunities

The ability help improve our community

Ready To Join The Access One Team?

If you’re interested in becoming an Access One team member, please check out our current openings below.

Location: Chicago, IL

Job Id:497

# of Openings:1

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
  • 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.

At Access One, you get to help people. You get to help businesses run better and more securely. You get to make a difference in the lives of our clients. And you do so in a way that is fulfilling, personally and professionally.

Meet The Team That Supports Your Technology Needs

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