Account Coordinator – Operations & Client Support

About the role

The Account Coordinator supports the Account Management team by ensuring smooth day‑to‑day operations across a portfolio of accounts. This position handles routine communication, activity tracking, and execution of essential tasks such as reporting, onboarding, and invoicing, allowing Account Managers and Customer Success Managers to focus on strategic initiatives.

Key responsibilities

• Track project progress, timelines, and deliverables to guarantee on‑time completion.
• Monitor brand and merchant metrics daily to maintain operational health.
• Assist with campaign execution, including uploading campaigns, pulling performance reports, and sharing updates.
• Support merchant onboarding by setting up new locations and verifying eligibility of existing ones.
• Collect and organize operational and marketing metrics on daily, weekly, and monthly bases to identify risks and opportunities.
• Address client issues promptly and professionally, providing solution‑oriented responses.
• Prepare reports, document processes, and take meeting notes to ensure alignment on next steps.

Required profile

• 2+ years of experience in B2B operations, sales, customer success, or account management, preferably in retail or food services.
• Bachelor’s degree in Economics, Finance, Business Administration, or a related field.
• Strong communication and interpersonal abilities to collaborate with internal and external stakeholders.
• Excellent organizational skills with high attention to detail.

Required skills

• Proficiency in Excel and Google Sheets.
• Experience with reporting tools for data analysis.
• Familiarity with CRM platforms such as Salesforce or HubSpot.
• Basic SQL knowledge for data analysis and reporting (bonus).