Associate Account Management

About the role

The Associate Account Management role provides advanced administrative and operational support to the Account Management team, ensuring accurate, organized, and timely execution of account activities.

Key responsibilities

• Coordinate calendars, meetings, agendas, materials, notes, action items, and follow‑up for assigned accounts.
• Validate report inputs, maintain CRM data, compile performance information, and support internal and client business reviews.
• Manage administrative workstreams for client implementations, program changes, and operational initiatives, including project plans and status trackers.
• Maintain contract inventories, renewal schedules, and audit documentation, coordinating with Legal, Compliance, and other stakeholders.
• Document workflows, identify recurring issues, and recommend improvements to increase efficiency and accuracy.

Required profile

• High school diploma or equivalent.
• At least four years of experience in administrative support, account support, operations, project coordination, or customer service.
• Strong organization, prioritization, attention to detail, and ability to handle confidential information.

Required skills

• Working proficiency with Microsoft Outlook, Teams, Word, Excel, and PowerPoint.