Client Account Coordinator

Intention.ly; Center Square (PA); On-site; USD 42,000 - 62,000; Full time

Job summary

Intention.ly is seeking a detail-oriented account coordinator with integrated marketing skills to join our growing team. You will support the Account Management group to ensure regular client communication and proper management of accounts, handling administrative and project tasks, plus execution deliverables across email, social, and content.

The ideal candidate is personable, relationship-focused, and excels at multitasking in a fast-paced, collaborative environment with strong written and

Qualifications

• Detail-oriented and organized with strong written and verbal communication.
• Able to support Account Management with client communication and account management tasks.

Responsibilities

• Support team-level coordination across strategy, creative, digital, and execution.
• Communicate weekly agendas, notes, deadlines, and priority shifts clearly.
• Maintain momentum and accountability with clear documentation and proactive coordination.
• Support use and upkeep of Monday.com boards, HubFlo portals, SharePoint/Drive folders, and documentation repositories.
• Provide proactive client follow-up and clarification outside of meetings.
• Serve as continuity partner on accounts, tracking active initiatives and evolving priorities.
• Assist in transitions when accounts shift pods or team members to preserve context.
• Contribute to client reporting, ensuring accurate data and meaningful context.
• Help document workflows and improve processes to reduce risk and improve efficiency.
• Leverage AI tools to improve efficiency and execution.

Skills

Account coordination

Communication

Project management

Cross-functional collaboration

Relationship management

Tools

Excel

HubSpot

Monday.com

SharePoint/Drive

WordPress

PowerPoint

Job description

Intention.ly is looking for a detail-oriented account coordinator with integrated marketing skills to join our growing team.

As an account coordinator, you’ll focus on supporting the Account Management team to ensure effective and regular communication with clients and proper management of client accounts. You’ll be responsible for both administrative and project management tasks associated with the account, in addition to taking on key execution deliverables tied to email, social, and content production. This role is the backbone of our most effective account teams.

The ideal person for this role is personable and relationship-oriented, with strong written and verbal communication skills. Candidates should be strong multitaskers who can prioritize and organize their projects in a fast-paced, collaborative work environment.

Key Responsibilities:

Intention.ly is looking for a detail-oriented account coordinator with integrated marketing skills to join our growing team.

As an account coordinator, you’ll focus on supporting the Account Management team to ensure effective and regular communication with clients and proper management of client accounts. You’ll be responsible for both administrative and project management tasks associated with the account, in addition to taking on key execution deliverables tied to email, social, and content production. This role is the backbone of our most effective account teams.

The ideal person for this role is personable and relationship-oriented, with strong written and verbal communication skills. Candidates should be strong multitaskers who can prioritize and organize their projects in a fast-paced, collaborative work environment.

Key Responsibilities:

Internal Coordination & Accountability

• Support team-level coordination by aligning cross-functional teams (strategy, creative, digital, execution) around priorities, timelines, and next steps.
• Communicate weekly agendas, notes, deadlines, and priority shifts clearly and consistently, particularly during short weeks or holidays
• Help maintain momentum and accountability across the team through clear documentation, follow-through, and proactive coordination.
• Support consistent use and upkeep of shared systems including Monday.com boards, HubFlo portals, SharePoint/Drive folders, and documentation repositories.
  

Client Communication & Relationship Continuity

• Provide proactive client follow-up and clarification outside of scheduled meetings, reinforcing trust through delivery confirmation, responsiveness, and clear next-step alignment.
• Serve as a continuity partner on accounts by maintaining awareness of all active initiatives, client questions, and evolving priorities.
• Support smooth transitions when accounts shift pods or team members, ensuring historical context and expectations are preserved.
• Act as a steward of account knowledge, helping prevent context loss and rework as initiatives evolve over time.
  

Account Reporting, Insights & Performance Context

• Prepare and manage recurring client reporting, including quarterly reports and ad hoc performance requests.
• Partner closely with the digital and strategy teams to ensure reporting reflects accurate data, meaningful context, and agreed-upon success metrics.

Process Documentation & Quality Assurance

• Contribute to documenting workflows, execution standards, and process improvements to reduce risk and improve efficiency.
• Support quality assurance by reviewing deliverables for alignment with client goals, brand standards, and documented strategy prior to go-live.
• Reinforce consistent execution checks across campaigns, content, and reporting.
  

Tools, Systems & AI Enablement

• Utilize artificial intelligence tools in accordance with company policy to improve efficiency, organization, and execution
• Demonstrate advanced working proficiency in Excel, HubSpot, Monday.com, and related marketing and project management platforms.
• Working knowledge of PowerPoint, SharePoint/Drive, WordPress, Google Drive, and email marketing platforms preferred.

Experience:

• 1-3 years servicing client accounts or working in-house on a marketing/PR team, preferably in the financial industry
• Ability to think strategically and understand clients' business goals
• Excellent verbal and written communication skills
• Excellent listening, negotiation, and presentation skills