Account Coordinator
Core
Administrative and transactional support for Account Executives and smaller revenue-generating clients in the healthcare advocacy sector.
Role type
Entry-level Account Coordinator
Builds
Administrative workflows, client support, and Salesforce reporting for a healthcare advocacy firm
Domain
Healthcare / Health Insurance / Advocacy
Deliverable
dashboards & analysis
Required skills
Organization, proactive communication, attention to detail, comfort with ambiguity
Preferred skills
Experience in benefits, insurance, or digital health
Technologies
Salesforce, Sigma, ServiceNow, Microsoft Office 365, Zoom
Responsibilities
Prepare monthly and quarterly meetings and renewals; maintain and improve Salesforce data quality; create reporting for Account Executives; support smaller revenue-generating clients with account needs
Seniority
Entry-level, recent college graduate