Account Management Coordinator

CADENCE®; San Diego (CA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Cadence is a global travel company delivering client-centered support. We are seeking an Account Management support specialist to coordinate client initiatives, maintain documentation, and assist with programs that enhance client experiences.

You will manage a portfolio of smaller accounts, serve as main contact, prepare reports and QBRs, and collaborate across teams. Hybrid work in San Diego or Southern California, with some travel.

Qualifications

• Minimum of 3 years in customer service/hospitality.
• Attention to detail and organization.
• Excellent written and verbal communication skills with the ability to communicate clearly and concisely.
• Strong critical and creative thinking skills.
• Ability to respond to changing environment and handle multiple priorities.
• In-depth knowledge of Microsoft Word, Excel and PowerPoint.
• Self-motivated with the ability to work independently and collaboratively.
• Desire to grow into account manager role.
• Some travel may be required.

Responsibilities

• Provide administrative and operational support to the Account Management team on a variety of client initiatives and projects.
• Manage an assigned portfolio of smaller client accounts, serving as the primary point of contact for routine account management needs and client requests.
• Support VIP traveler initiatives and other client-specific programs.
• Assist in planning and coordinating client events.
• Prepare recurring and ad hoc client reports and analyze data as requested.
• Prepare Quarterly Business Review (QBR) presentations and other client meeting materials.
• Assist with hotel sourcing and negotiations.
• Maintain accurate client documentation and standard operating procedures (SOPs).
• Create client communications, presentations, and supporting documentation.
• Respond to client inquiries regarding travel policies, reporting, supplier programs, and service-related issues.
• Provide tactical support in resolving client concerns and service issues, escalating when appropriate.
• Coordinate with agents, leadership, operations, and other internal teams to ensure timely resolution of client requests.
• Communicate with suppliers and vendor partners to support client needs and account initiatives.
• Ensure client records (CRM) and account documentation remain accurate, current, and organized.
• Support additional account management projects and responsibilities as assigned.

Skills

Customer service

Attention to detail

Communication skills

Organizational skills

Microsoft Word/Excel/PowerPoint

Multi-tasking

Team collaboration

Adaptability

Tools

CRM software

Job description

Who We Are: Cadence is a global travel company dedicated to the art of taking care of people — our clients, our employees and our partners alike. We offer curated and customizable solutions for every travel need. We manage business travel, plan and operate meetings and incentive travel programs, create curated personal leisure travel experiences, and power a renowned host agency for a worldwide network of independent travel advisors and independent meeting and event affiliates.

Position Purpose

Support the Account Management team in delivering an exceptional client experience by providing administrative, project, and operational support. This role is responsible for coordinating client-related tasks, maintaining accurate documentation, and assisting with initiatives that contribute to the success of our clients and internal teams.

Responsibilities

• Provide administrative and operational support to the Account Management team on a variety of client initiatives and projects.
• Manage an assigned portfolio of smaller client accounts, serving as the primary point of contact for routine account management needs and client requests.
• Support VIP traveler initiatives and other client-specific programs.
• Assist in planning and coordinating client events.
• Prepare recurring and ad hoc client reports and analyze data as requested.
• Prepare Quarterly Business Review (QBR) presentations and other client meeting materials.
• Assist with hotel sourcing and negotiations.
• Maintain accurate client documentation and standard operating procedures (SOPs).
• Create client communications, presentations, and supporting documentation.
• Respond to client inquiries regarding travel policies, reporting, supplier programs, and service-related issues.
• Provide tactical support in resolving client concerns and service issues, escalating when appropriate.
• Coordinate with agents, leadership, operations, and other internal teams to ensure timely resolution of client requests.
• Communicate with suppliers and vendor partners to support client needs and account initiatives.
• Ensure client records (CRM) and account documentation remain accurate, current, and organized.
• Support additional account management projects and responsibilities as assigned.

Requirements

• Minimum of 3 years in customer service/hospitality
• Attention to detail + organization
• Excellent written and verbal communication skills with the ability to communicate clearly & concisely
• Strong critical and creative thinking skills
• Ability to respond to changing environment and handle multiple priorities
• In depth knowledge of Microsoft Word, Excel and PowerPoint
• Self-motivated with the ability to work independently and collaboratively
• Desire to grow into account manager role
• Some travel may be required
• Hybrid. San Diego or Southern CA. preferred.