Associate Account Management

Job Purpose

The Associate Account Management provides advanced administrative and operational support to the Account Management team. The role coordinates complex account activities, reporting, documentation, implementations, business reviews, compliance tracking, and cross-functional follow-up. Working within established policies and service expectations, this position helps ensure work is accurate, organized, timely, and consistently documented, enabling client-facing team members to focus on relationship management, portfolio performance, retention, and growth.

Primary Job Responsibilities

Advanced Account and Administrative Support | 30%

• Provide advanced administrative and operational support for assigned accounts and Account Management team members.
• Coordinate calendars, internal and client meetings, agendas, meeting materials, notes, action items, and follow-up activities.
• Organize business review preparation, including timelines, content requests, document assembly, quality checks, and logistical arrangements.
• Maintain account files, contact lists, operating documents, correspondence, and other required records in approved systems.
• Coordinate routine information requests and route questions to the appropriate Account Executive, Lead Account Executive, or functional partner.

Reporting, Data Quality, and Systems Support | 25%

• Validate report inputs for completeness and accuracy, research discrepancies, and escalate unresolved data issues.
• Maintain current account information in customer relationship management and internal systems.
• Compile performance information and support narratives for internal reviews and client business reviews.
• Serve as an operational resource for standard system processes and assist team members with consistent use of tools and templates.

Implementation and Project Coordination | 20%

• Coordinate administrative workstreams for client implementations, program changes, and operational initiatives.
• Maintain project plans, status trackers, decision logs, documentation inventories, dependencies, and due dates.
• Schedule project meetings, document outcomes, monitor assigned actions, and escalate risks or delays to the accountable project or account lead.
• Coordinate deliverables across Account Management and internal functional partners to support timely completion.
• Assist with account setup documentation, business rules, standard operating procedures, and readiness materials.

Contract, Compliance, and Audit Administration | 15%

• Maintain contract inventories, renewal schedules, approval records, and execution status trackers.
• Coordinate document routing and follow-up with Account Management, Legal, Compliance, and other authorized stakeholders.
• Gather and organize documentation needed for internal reviews, audits, and compliance activities.
• Monitor administrative deadlines and communicate upcoming requirements to the appropriate account owner.
• Handle confidential or protected information in accordance with applicable company policies and authorized access.

Process Improvement and Team Support | 10%

• Document administrative workflows, procedures, templates, and team reference materials.
• Identify recurring administrative issues and recommend practical improvements to accuracy, consistency, and efficiency.

Provide backup coverage for essential Account Management support activities as assigned.

Required Experience, Skills, and Knowledge

High school diploma or equivalent.

Four years of experience in administrative support, account support, operations, project coordination, customer service, or a related business function.

Experience managing multiple deadlines, maintaining business documentation, and coordinating work across stakeholders.

Working proficiency with Microsoft Outlook, Teams, Word, Excel, and Powe