Client Success & Projects Coordinator

Jobtailor; Chalfont (PA); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor in Chalfont, PA is seeking a detail-oriented Account Coordinator to support account managers, maintain client relationships, and coordinate with internal teams to deliver results for client management and retention.

Responsibilities include partnering on projects, preparing estimates and proposals on contracts, providing project insight on price and materials, and ensuring data accuracy in our tracking system.

Qualifications

• HS Diploma, GED or equivalent experience required.
• 1-5 years of experience required.
• Communication, interpersonal and negotiation skills.
• Ability to read, analyze and interpret data.
• Favorable result on Background Check.
• Must be highly organized and track all account management processing material and contact information.
• Strong organization and supervisory skills.
• Speak clearly and effectively.

Responsibilities

• Work with Account Managers daily to problem solve and coordinate with internal support to obtain, organize, and deliver results for client management and retention.
• Client relationship management.
• Creatively partner with account managers on projects, estimates, and proposals on contracts both current and potential.
• Provide project insight: price, quality, and point of sale material.
• Manage data and information entered in our tracking system by the Account Manager for client projects.
• Attend continuous and development training led by your account manager and other internal groups.
• Complete all account receivables for respective clients and account managers.
• Manage and organize system data, in conjunction with account manager, and information in DataForma for clients.
• This list is not all-inclusive and some additional responsibilities may be required as the business demands.

Skills

Communication

Interpersonal skills

Negotiation

Data analysis

Attention to detail

Education

HS Diploma or GED

Tools

Excel

DataForma

Foundations

Job description

• Will work with Account Managers daily to problem solve, provide information needed to maintain client relationships, and coordinate with internal support to obtain, organize, and deliver results for exceptional Client management and retention
• Client relationship management
• Creatively partner with account managers on projects, estimates, and proposals on contracts both current and potential
• Provide project insight: Price, quality, and point of sale material
• Manage data and information entered in our tracking system by the Account Manager for the client projects and their management
• Attend continuous and development training led by your account manager and other internal groups, as business allows
• Complete all account receivables for respective clients and account managers
• Manage and organize system data, in conjunction with account manager, and information in DataForma for clients
• This list is not all-inclusive and some additional responsibilities may be required as the business demands

Requirements

• HS Diploma, GED or equivalent experience required
• 1-5 years of experience required
• Communication, interpersonal and negotiation skills
• Ability to read, analyze and interpret data
• Favorable result on Background Check
• Ability to use Data driven documentation and systems, such as Excel, DataForma, and Foundations
• Must be highly organized and track all account management processing material and contact information
• Strong organization and supervisory skills
• Speak clearly and effectively
• Calculate, manipulate, and interpret numbers/data
• Read English
• Use independent judgment and discretion
• Meet customer expectations
• Work under stress with interruptions and deadlines
• Ability to think logically
• Follow procedures and instructions
• Use computer effectively and view computer screen
• Attention to detail
• Exhibit empathy in all situations
• Industry and/or position experience a plus

🔍 ATS Optimization Keywords
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Hard Skills

• Data Analysis
• Data Interpretation
• Excel
• DataForma
• Account Management

Soft Skills

• Interpersonal Skills
• Attention to Detail
• Empathy
• Independent Judgment
• Logical Thinking

Certifications & Qualifications

• HS Diploma
• GED