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Account Coordinator

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Job Description - Account Coordinator

Account Coordinator



Department:                          Client Services                     


Reports to:                              Director of Client Services



We’re looking for an Account Coordinator to join our Client Services team and take ownership of a portfolio of small business clients. This role is ideal for someone early in their career who enjoys working with clients, understands IT services, and wants to grow into an Account Management role over time.



The Account Coordinator manages approximately 40+ small accounts (under 20 staff) that require lighter day-to-day support but still need proactive relationship management, planning, and commercial follow-up. You’ll be responsible for ensuring clients are engaged, satisfied, and supported while identifying opportunities to protect and grow existing revenue.



This role is a career pathway position. Strong performers will have opportunities to grow into Account Manager or Client Success roles as the business evolves. Advancement is based on performance, capability, and business needs.



ACCOUNTABILITIES



Client Relationship Management



  • Own the day-to-day relationship for assigned client accounts.

  • Proactively schedule and conduct two client check-ins per year, with additional touchpoints as needed.

  • Communicate with clients via phone, email, and in-person or virtual meetings.

  • Ensure clients feel supported and confident in the services being delivered. 



Account Health & Planning



  • Understand each client’s environment, challenges, and future needs.

  • Monitor account health indicators such as ticket trends and activity levels.

  • Identify potential risks and escalate concerns when appropriate.

  • Professionally manage scope and set expectations with clients. 



Revenue Protection & Growth



  • Identify upsell and cross-sell opportunities based on client needs.

  • Initiate expansion conversations with clients.

  • Work with internal teams to support quoting and solution recommendations.

  • Track opportunities and follow through to completion or handoff. 



Internal Coordination & Documentation



  • Maintain accurate and timely documentation in the CRM.

  • Track action items and follow up consistently.

  • Collaborate closely with technical teams and procurement.



  • Follow established processes and client engagement templates. 



Measures of Performance



  • Client retention across assigned accounts.

  • Completion of bi-annual client check-ins.

  • Expansion opportunities identified and influenced revenue growth.

  • Strong CRM documentation and follow-through.

  • Reduced client escalations and surprises.


 


QUALIFICATIONS



  • Entry-level professional experience in a customer-facing role.

  • MSP / IT services knowledge is considered an asset.

  • Strong organizational and time-management skills.

  • Clear, confident communicator (written and verbal).

  • Persistent, proactive, and comfortable following up with clients.

  • Experience with CRM systems (Autotask) is considered an asset.

  • Familiarity with BrightGauge, IT Glue, and Microsoft 365 is considered an asset.

  • Exposure to IT services, managed services, or technology environments is strongly preferred.



Why Choose Accurate?



  • Generous professional development program.

  • Active Social Committee with events you can write home about.

  • Health Benefits after 3 months of employment.

  • Optional Health and Wellness Spending Account.

  • Multiple opportunities for growth (we promote based on skill—not tenure or bureaucracy).



About Us


Accurate Network Services Inc. is an Alberta-based managed service provider focused on common sense, practical IT solutions for small and medium-sized businesses. We’ve been in business since 2008, growing from a one-man-shop run primarily out of the back of a car to the 50+ person company we are today. We care a lot about providing quality service to our customers, and as a result, we have grown almost entirely through word of mouth and referrals.



We would like to thank all applicants for applying; however, only those selected will be contacted for an interview.


Original job Account Coordinator posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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