Senior Account Coordinator

Paylocity; Saint Paul (MN); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental and Vision coverage

HSA/FSA plans

401k retirement matching

Job summary

Augeo is seeking a Senior Account Coordinator to provide operational and client program support for a team of Account Managers. You will execute with accuracy, research, analyze data, and document issues while improving processes and the client experience.

The role requires coordinating deliverables, troubleshooting system-related questions, and partnering across Account Management, Customer Support, Operations, and Technology to resolve problems and drive efficiency.

Qualifications

• Four-year college degree preferred or 3+ years of relevant business, client support, or account coordination experience.
• Comfort with web-based technologies and the ability to learn new systems and platforms.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office suite.
• Strong investigative, problem-solving, and documentation skills.

Responsibilities

• Manage operational tasks for one or more accounts, including deliverables, issues, documentation, and client communication.
• Serve as an initial escalation point for Customer Support on designated accounts; investigate issues and drive timely resolution.
• Manage multiple priorities and provide clear progress updates on risks, dependencies, and next steps.
• Attend client/program meetings to understand objectives and align on outcomes.
• Create and maintain accurate program documentation, standardizing processes for efficiency.

Skills

Account coordination

Project management

Client communication

Data analysis

AI tools

Education

Bachelor's degree or 3+ years experience

Tools

Microsoft Excel

CRM systems

Issue tracking tools

Job description

Description

Hello, we're Augeo – we are a global leader in enterprise-level engagement and loyalty platform technology, delivering compelling experiences and fostering meaningful connections for employees, consumers, members and channel partners across many industries and verticals. We serve hundreds of clients, including 70+ Fortune 500 companies, representing millions of end users.

We are thought leaders and disruptors who think differently and creatively, built by entrepreneurs, operators and innovators.

At Augeo, we're passionate about providing an inclusive workplace that values diversity and our sustainability initiatives. Everyone is welcome - our employees are comfortable bringing their authentic whole selves to work. Be you, reach your full potential.

We work hard, we play hard and, most importantly, we care to our core about our teams and each other. We over-communicate around everything...especially while we navigate our new hybrid world.

Summary

The Senior Account Coordinator provides operational and client program support to a team of Account Managers, with responsibility for accurate execution, research and analysis, report verification, system configuration/updates, participant support, documentation, and issue investigation. The role independently troubleshoots operational and system-related questions, identifies root causes, recommends practical solutions, and helps improve processes, efficiency, and the client and participant experience.

Key Accountabilities

• Manage operational tasks for one or more accounts and perform general project management/account management responsibilities, including coordination of deliverables, issue resolution, documentation, and client communication.
• Serve as an initial point of escalation for Customer Support on designated accounts; investigate issues, gather relevant details, troubleshoot potential causes, coordinate with appropriate partners, and drive issues toward timely resolution.
• Manage multiple priorities, independently drive assigned work forward, and provide clear, timely updates regarding progress, risks, dependencies, and next steps.
• Attend relevant client/program meetings to gain a full understanding of projects and to ensure understanding of overall project/program objectives.
• Attend all Client Delivery team meetings and training to ensure understanding of the basics of Account Management.
• Create, maintain, and continuously improve accurate documentation of program processes, procedures, requirements, decisions, and troubleshooting steps; refine processes and systems to improve productivity, organization, consistency, and efficiency.
• Serve as back-up support to Account Managers on designated accounts; includes client communication.
• Identify opportunities to reduce manual effort, prevent recurring issues, and improve the day-to-day experience through process improvement, standardization, automation, and appropriate use of technology.
• Partner cross-functionally with Account Management, Customer Support, Operations, Technology, and other teams to troubleshoot issues, close process gaps, and document solutions for repeatable use.
• Investigate operational, participant, reporting, and system-related challenges by gathering facts, validating data, reproducing issues when possible, identifying root causes, and recommending or implementing solutions.
• Work on other special projects as assigned.

Corporate Responsibilities

Demonstrated commitment to Augeo core values:

CORE VALUES

• Collaborative
• Objective
• Responsive
• Earnest

Qualifications, Skills, and Experience

• Four-year college degree preferred or 3+ years of relevant business, client support, account coordination, operations, or comparable experience.
• Comfort with web-based technologies, along with the ability and desire to learn, navigate, and troubleshoot new business, technical, and operational systems and platforms, and apply them to daily responsibilities and projects.
• Excellent written and verbal communication skills.
• Microsoft Suite proficiency.
• Strong investigative, problem-solving, and research skills, including data accuracy and validation, with comfort working across multiple systems and sources of information; able to move from symptoms to root cause and recommend practical solutions.
• Excellent attention to detail and follow-up skills.
• Strong organizational skills, with the ability to support multiple projects simultaneously and meet deadlines.
• High degree of personal confidence, enthusiasm, and accountability, with the ability to thrive in a team environment.
• Demonstrated ability to create clear, accurate, and usable process documentation, procedures, issue notes, and knowledge resources.
• Experience with AI and automation tools, or a strong desire to learn and apply them, to enhance efficiency, automate appropriate routine work, support research and problem solving, and make the workday easier. Embraces a human-centered approach in which AI and automation support- rather than replace- thoughtful human interaction, judgment, collaboration, and service.

How this position is measured

• Individual performance against role responsibilities, service expectations, quality, accuracy, and timeliness.
• Ownership, sound judgment, problem solving, and ability to independently drive issues and work to resolution.
• Fiscal responsibility to company and projects.
• Service excellence for clients, participants, and internal customers, including effective communication and follow-through.
• Contribution to process improvement, documentation quality, knowledge sharing, and appropriate use of technology/automation to improve efficiency.
• Goal attainment as set forward by manager.

Location

Candidates local to an Augeo office are expected to work a hybrid schedule. Candidates outside commuting distance of an Augeo office may work remotely.

Work Authorization

Applicants must be legally authorized to work in the United States at the time of application and throughout employment. This employer does not provide visa sponsorship now or in the future for this position, including but not limited to H-1B, TN, or other employment-based visas.

Equal Employment Opportunity

At Augeo, we believe diverse perspectives drive innovation and strengthen our culture. We are committed to creating an inclusive workplace where all individuals have the opportunity to thrive. Augeo is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable law.

Benefits of joining team Augeo

• We offer Medical, Dental and Vision coverage with additional perks through third party vendors offering more virtual and in person care at your fingertips (must be in select locations)
• We offer paid Long-Term disability and Life Insurance
• HSA/FSA plans
• We offer varying voluntary benefits such as critical, hospital, pet coverage and much more
• Employee benefit education, campaigns and wellness opportunities
• 401k retirement matching and financial planning resources
• Education reimbursement
• Several EAP resources
• 13 paid holidays and PTO time
• Rewards, incentives and gamification for birthdays, Work-aversery's, professional and personal milestones, company involvement and kudos
• Employee referral bonuses
• Employee group opportunities
• Fun, casual and flexible working environment that embraces the hybrid workstyle
• Career growth opportunities
• Summer internship program