Junior Account Coordinator (Boston)

Responsibilities

• Aid senior account managers with client onboarding, ensuring a smooth and welcoming experience.
• Cook up client meetings, jot down detailed notes, and handle follow-up tasks.
• Give prompt replies to client queries through email, phone, and internal messaging systems.
• Maintain and update client records within our CRM (e.g., HubSpot or Salesforce).
• Collaborate across internal teams (sales, compliance, technical services) to ensure seamless service delivery.
• Spot opportunities for enhancing client relationships and share these insights with senior team members.

Qualifications

• A bachelor’s degree or equivalent work experience is preferred.
• Exceptional organizational skills and a keen eye for detail are key.
• Strong interpersonal and communication skills, both written and verbal, are essential.
• An proactive attitude and a willingness to learn about cybersecurity and compliance are valued.
• A basic understanding of CRM software (experience with HubSpot or Salesforce is a plus).
• The ability to juggle multiple tasks and meet deadlines is crucial.
• A team-oriented mindset and excellent problem-solving abilities are required.