Account Coordinator

Role Overview

• Support the management of active client opportunities, ensuring timely, organized communication and consistent follow-up to drive progress
• Draft and send follow-up communications based on client conversations, proposals, and next steps
• Coordinate meeting scheduling and manage calendars with clients and internal stakeholders
• Track proposals, client responses, and next steps to maintain sales pipeline visibility
• Assist with building, formatting, and updating client proposals, scopes of work, and quotes using PandaDoc
• Maintain standardized proposal templates and ensure consistency across client-facing materials
• Maintain CRM accuracy and ensure all pipeline activity, client notes, and next steps are properly documented
• Track contract terms, renewal dates, and sponsorship timelines
• Transfer finalized scope details into project management tools (e.g., Monday.com) and create structured project boards
• Coordinate internal scope confirmation prior to contract execution while supporting seamless handoffs between sales and project management teams
• Support small client-related tasks, internal initiatives, and marketing efforts as needed
• Performs other duties as assigned

Requirements

• 1-3 years of professional experience in coordination, sales support, project support, administrative roles or customer service
• Strong organizational skills with the ability to manage multiple priorities
• Excellent written and verbal communication skills
• Bachelor’s degree in a related field preferred
• 4+ years of professional experience in coordination, sales support, project support, administrative roles or customer service preferred
• Experience with the software tools used in this role, including PandaDoc and Monday.com