Account Management Coordinator

Personify Health; Houston (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health Care Plan (Medical, Dental &amp

Job summary

Personify Health is seeking an Account Coordinator to support client service teams by keeping projects on track and informing clients. The role serves as the entry point for agency account management careers, bridging account managers and directors with administrative tasks and coordination.

The role requires organizing timelines, drafting reports, and coordinating with creative teams, media buyers, and vendors to ensure timely delivery of assets and accurate documentation.

Qualifications

• Entry- to junior-level role in agency account management.

Responsibilities

• Coordinate day-to-day project workflow between clients, internal teams, and vendors.
• Maintain project management tools with current status, deadlines, and ownership.
• Draft client reports, meeting notes, and status documents within 24 hours of calls.
• Track deliverable timelines and flag at-risk items to the account team.
• Prepare and submit client estimates, change orders, and invoices with finance.
• Manage client approval workflows and track feedback and version control.
• Research industry trends and audience data to support client presentations.
• Coordinate trafficking of digital and print assets to media partners, meeting specs and deadlines.
• Maintain organized digital filing systems for assets, briefs, approvals and correspondence.
• Support new business pitches by gathering research and coordinating logistics for presentations.

Job description

Account Coordinators are the operational backbone of client service teams at marketing agencies, PR firms, and in-house brand departments. They keep projects on track, schedules accurate, and clients informed — managing the administrative and coordination work that lets Account Managers and Directors focus on strategy and relationships. This is typically an entry- to junior-level role and serves as the main starting point for agency account management careers.

Requirements

Duties and responsibilities

• Coordinate day-to-day project workflow between clients, internal creative teams, media buyers, and production vendors
• Maintain project management tools — Asana, Monday.com, or agency-specific systems — with current status, deadlines, and ownership
• Draft contact reports, meeting notes, and status documents after client calls and distribute them within 24 hours
• Track deliverable timelines across active accounts and flag items at risk of missing deadlines to the account team
• Prepare and submit client estimates, change orders, and invoices in coordination with finance and project management
• Manage client approval workflows: route assets for review, track feedback, and ensure version control on creative files
• Research competitive activity, industry trends, and audience data to support Account Managers preparing client presentations
• Coordinate trafficking of digital and print assets to media partners, ensuring specs and deadlines are met
• Maintain organized digital filing systems for client assets, briefs, approvals, and correspondence
• Support new business pitches by gathering research, formatting decks, and coordinating logistics for presentations

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)