Junior Tech Account Manager: Data & Client Coordination

ROBO; United States; Remote; USD 42,000 - 54,000; Full time

Job summary

ROBO is seeking a Junior Account Manager to support a seamless customer experience through effective coordination and data management. You will assist with QBR preparation, prepare presentations, and track action items while handling calendar logistics for client meetings and internal teams.

The role also involves CRM maintenance, client communications, and supporting small client requests with strong organization and attention to detail.

Qualifications

• Bachelor's degree preferred in business, marketing, information technology, or related field.
• 1–2 years of experience in account management, client services, or project coordination.
• Experience with data analysis, reporting, and CRM systems is a plus.
• Proficiency in Excel, Word, and PowerPoint.
• Familiarity with Halo ITGlue and other IT documentation tools.

Responsibilities

• Coordinate QBR preparation and follow-up with clients.
• Prepare client presentations and reports from gathered data.
• Manage meeting and calendar logistics for internal and external stakeholders.
• Support CRM and outreach efforts using platforms like HubSpot.
• Maintain up-to-date client records, trackers, and documentation.

Skills

Organizational skills

Time management

Verbal and written communication

Attention to detail

Proactive

Team player

Adaptable and eager to learn

Professional client-service mindset

Independent work capability

Ability to thrive in a fast-paced env

Education

Bachelor's degree in Business, Marketing, Information Technology, or related field

Tools

HubSpot

Salesforce

Halo ITGlue

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

ROBO is seeking a Junior Account Manager to support a seamless customer experience through effective coordination and data management. You will assist with QBR preparation, prepare presentations, and track action items while handling calendar logistics for client meetings and internal teams.

The role also involves CRM maintenance, client communications, and supporting small client requests with strong organization and attention to detail.