Account Coordinator

Responsibilities:

• Initiate the renewal review process 120 days prior to renewal.
• Manage Salesforce data for cleanliness and integrity; conduct data quality audits.
• Identify accounts without "Auto-Renew" clauses and proactively communicate with AMs.

Account Management Administration:

• Generate monthly usage reports (both summary and detailed) for required clients.
• Facilitate phone number registration (post-onboarding) for all gateway types.
• Complete additional account management administrative tasks as assigned.

Sales Operations Support:

• Provide real-time updates for renewal invoices during Accounting calls and troubleshoot billing discrepancies.
• Provide backup support to Sales Operations Specialist.
• Monitor the accuracy and efficient distribution of sales reports.