Account Ops Coordinator: Renewals & QBR Support

Access One; Chicago (IL); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

401(k) with company match

Generous PTO

Flexible work environment

Volunteer and donation opportunities

Engaging company events supporting WLB

Job summary

Access One is seeking an organized Account Management Coordinator to provide internal administrative and operational support to Account Managers, enabling them to focus on client relationships, renewal strategies, risk management, and growth opportunities.

The role emphasizes accurate data handling, cross-functional collaboration, and proactive follow-through to ensure timely responses and up-to-date client records.

Qualifications

• Associate or bachelor’s degree or equivalent experience.
• Proficiency with business software: email, spreadsheets, CRM, ticketing.
• 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.

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.

Skills

Strong organizational skills

Cross-functional coordination

Attention to detail

Effective written and verbal

Time management

Customer data reporting

Education

Associate or Bachelor's degree

Tools

CRM systems

Microsoft Excel

Microsoft Outlook

Teams

PowerPoint

Job description

Access One is seeking an organized Account Management Coordinator to provide internal administrative and operational support to Account Managers, enabling them to focus on client relationships, renewal strategies, risk management, and growth opportunities.

The role emphasizes accurate data handling, cross-functional collaboration, and proactive follow-through to ensure timely responses and up-to-date client records.