Client Account Coordinator

Jobility Talent Solutions; Louisville (KY); Hybrid; USD 22,730 - 32,373; Part time

Job summary

A leading talent solutions firm in Louisville, KY is hiring a Client Account Operations Coordinator for a 6-month contract with a possibility of extension. The position involves supporting a team of Sales Professionals through various account management tasks, communication with stakeholders, and coordination of events. Ideal candidates will have experience in sales support and strong organizational skills.

Qualifications

• Experience in account management or sales support.
• Strong organizational skills to coordinate events and documentation.
• Proficient in maintaining and managing account management systems.

Responsibilities

• Assist with account work for Sales Professionals.
• Communicate with agents, brokers, and stakeholders.
• Maintain the account management system and ensure accuracy.
• Complete necessary filings and documentation for compliance.
• Coordinate large ad-hoc or recurring events and manage budgets.
• Draft and review presentations for account work.
• Conduct satisfaction surveys and develop reports.
• Reconcile Accounts Receivable with accounting differences.

Job description

Overview

Job Title: Client Account Operations Coordinator – Sales Support

Duration: 6-month contract, possibility of extension

Location: Louisville, KY (Hybrid)

Base pay range: $20.00/hr - $20.00/hr

Responsibilities

• Assists with the account work for a large team of Sales Professionals by supporting transactions for complex or high-yield accounts.
• Communicates frequently with agents, brokers, account representatives, and internal stakeholders and independently drafts and sends correspondence for circulation.
• Maintains the account management system and software, ensures all posted information is accurate and timely, and is accountable for the overall functionality and performance of the system for team use.
• Completes all filings and documentation necessary for account work and compliance purposes in accordance with Company standards and coordinates with internal and external stakeholders to acquire necessary information or documentation to complete filings and processing.
• Independently coordinates and organizes large ad-hoc or recurring events, including managing communications, creating the agenda, logistics, and managing a budget.
• Drafts and reviews presentations or deliverables for account work to ensure all content is accurate, appropriately relayed, and addresses all necessary topics or concerns.
• Conducts and collects satisfaction surveys for all existing team accounts and develops reports to relay results to the Sales Professionals.
• Responsible for accounting matters, reconciles Accounts Receivable with Accounting differences, and follows up on all accounting-related gaps or issues until they are resolved.

Notes

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