Account Coordinator

About the Role

The Account Coordinator will support PHM’s Account Management team as they prepare for newly sold business and continued growth. This role will take on administrative and transactional responsibilities, creating more capacity for strategic planning and relationship management while helping the team maintain timely, accurate execution. In addition to supporting Account Executives, the Account Coordinator will support smaller revenue-generating PHM clients, building hands-on account management experience and increasing ownership as they grow. This is an opportunity for someone early in their account management career, including a recent college graduate, to learn PHM’s business and develop within the role. The right person will thrive in a fast-moving environment where processes and role boundaries are not always fully defined.

What You’ll Accomplish

• Improve Salesforce data quality and help expand how the Account Management team uses Salesforce.
• Create useful reporting that gives Account Executives better information to manage their work and accounts.
• Develop the knowledge and capability to effectively support smaller revenue-generating PHM clients.
• Increase team capacity while helping maintain strong turnaround times and accuracy as the business grows.

How You’ll Spend Your Days

Account Management Support

• Take ownership of administrative and transactional work that supports Account Executives and helps keep account activity moving efficiently.
• Support recurring account needs, including monthly and quarterly meeting preparation and renewals.

Client Support

• Support smaller revenue-generating PHM clients, helping ensure their account needs are addressed accurately and on time.
• Build account management skills and client knowledge while taking on increasing ownership as experience grows.

Systems and Reporting

• Maintain and improve information in Salesforce, contribute to expanded Salesforce capabilities, and create reporting that supports Account Executives.
• Work regularly across Salesforce, Sigma, ServiceNow, Microsoft Office 365, and Zoom.

Growing With the Team

• Learn PHM’s account management processes and business quickly, taking on increasing responsibility as your knowledge grows.
• Navigate inconsistent or undocumented processes and evolving role boundaries with curiosity, initiative, and proactive communication.

Requirements & Tech Stack

• Strong organization and the ability to keep multiple details and priorities moving.
• Proactive communication skills, demonstrated through clear and timely follow-through.
• Comfort with ambiguity and a willingness to learn quickly.
• Strong attention to detail and a commitment to accurate work.
• Experience or exposure to Benefits, Insurance, or Digital Health (Nice to Have).

Qualifications

• Salesforce
• Sigma
• ServiceNow
• Microsoft Office 365
• Zoom

Compensation

Target Base Salary: $75,000 - $95,000 USD

Location

• Remote, United States