Strategic Account Coordination Lead

Vizient; Centennial (CO); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Incentive eligible

Job summary

Vizient is seeking a Senior Specialist, Account Management to provide day-to-day support for account activities, scheduling, documentation, reporting, and CRM updates. You will help account teams prepare for client discussions and enable senior consultants to focus on strategic engagement.

The ideal candidate has 3+ years in account coordination, strong organizational and communication skills, and proficiency with Word, Excel, PowerPoint, and CRM systems such as Microsoft Dynamics.

Qualifications

• 3+ years of relevant experience in account coordination/support for client-facing teams.
• Strong organizational skills with ability to manage multiple tasks and deadlines.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Experience with CRM systems such as Microsoft Dynamics preferred.
• Attention to detail and accuracy in documentation and reporting.
• Excellent written and verbal communication skills; ability to prepare clear summaries and materials.
• Collaborative mindset to work with account managers, consultants, and cross-functional teams.

Responsibilities

• Support development of account and client intelligence, client research, and executive relationship mapping.
• Coordinate logistics for account team meetings, including scheduling and materials preparation.
• Document client updates, account team discussions and follow-up actions; disseminate to teams.
• Maintain CRM and account plans; ensure data integrity and reporting accuracy.
• Track client opportunities and growth indicators; identify trends and support reporting insights.
• Prepare presentations and materials for account management meetings and leadership reviews.
• Collaborate with AVPs and Sales Operations for consistent reporting across accounts.
• Support training, onboarding, and adoption of account planning tools and processes.
• Contribute to continuous improvement of account management processes and tools.

Skills

Organizational skills

Communication skills

Proficiency with Word/Excel/PowerPoint

CRM systems (e.g., Microsoft Dynamics)

Education

Bachelor's degree

Tools

Microsoft Dynamics

Job description

Vizient is seeking a Senior Specialist, Account Management to provide day-to-day support for account activities, scheduling, documentation, reporting, and CRM updates. You will help account teams prepare for client discussions and enable senior consultants to focus on strategic engagement.

The ideal candidate has 3+ years in account coordination, strong organizational and communication skills, and proficiency with Word, Excel, PowerPoint, and CRM systems such as Microsoft Dynamics.