Account Management Coordinator
hace 7 meses
**Job Position: Account Management Coordinator - Latam**
**Location**: Remote (PST Timezone)
The Account Management Coordinator plays a pivotal role in enhancing operational efficiency and effectiveness within the Accounts department. This position focuses on supporting the Accounts team through a combination of technical skills, communication, analytical thinking, and organizational prowess to streamline operations and ensure the success of account-related activities.
**Responsibilities**:
**External Communications**
- Utilize G Suite tools for client communications, scheduling, and document management to ensure efficient external interactions.
- Work with the Finance department to provide accurate and prompt client billing information.
- Handle sensitive client information with discretion, adhering to company protocols and ensuring confidentiality.
**Internal Communications**
- Serve as a critical bridge between the Accounts team and the media and digital teams, facilitating cohesive strategies, accurate billing, and project coordination.
- Liaise with the Finance team on client fees and assist in forecasting, providing necessary data for financial planning.
- Keep the Accounts and Project Management teams aligned with updates on project statuses and progress, ensuring clear communication and realistic timelines.
**Internal Operations**
- Leverage ClickUp to manage tasks and projects efficiently, preventing bottlenecks and supporting the Accounts team in meeting deadlines.
- Aid in creating revenue line items for media plans, leveraging knowledge of digital media advertising to inform accurate billing.
- Organize internal meeting agendas for the Accounts team, ensuring comprehensive and coherent updates.
- Regularly update pipeline and revenue forecasts using Google Sheets and ClickUp, demonstrating strong data management skills.
**Client Support and Reporting**
- Assist Account Managers in maintaining up-to-date client project statuses, including monitoring changes and collecting client feedback.
- Collaborate across the Accounts, Media, and Digital teams to compile data and insights for detailed client project reports.
- Analyze report data to extract actionable insights and communicate complex information effectively to both clients and internal teams.
**Monthly Client Plan Sign-Offs**
- Work closely with the Accounts team to gather and finalize client plans, ensuring they are ready for monthly sign-offs.
- Verify the accuracy of the plans, aligning with client objectives, and coordinating with relevant teams to address any last-minute adjustments or confirmations needed before obtaining approval.
**Key Skills and Qualifications**:
- Advanced skills in G Suite and ClickUp
- Exceptional communication skills
- Proficiency in using spreadsheets for financial forecasting and report analysis
- Good understanding of digital media advertising
- Strong organizational capabilities and meticulous attention to detail
**Nice-to-Haves**:
- Digital marketing agency experience
- Traditional media experience
- Real estate experience
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