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Intention.ly · 9 hours ago

Client Account Coordinator

Greater Philadelphia

Full-time

Hybrid

Entry Level

1+ years exp

Intention.ly is a growing company seeking a detail-oriented account coordinator with integrated marketing skills. The role focuses on supporting the Account Management team by ensuring effective communication with clients and managing client accounts through various administrative and project management tasks.

Financial Services

Responsibilities

Support team-level coordination by aligning cross-functional teams (strategy, creative, digital, execution) around priorities, timelines, and next steps

Communicate weekly agendas, notes, deadlines, and priority shifts clearly and consistently, particularly during short weeks or holidays

Help maintain momentum and accountability across the team through clear documentation, follow-through, and proactive coordination

Support consistent use and upkeep of shared systems including Monday.com boards, HubFlo portals, SharePoint/Drive folders, and documentation repositories

Provide proactive client follow-up and clarification outside of scheduled meetings, reinforcing trust through delivery confirmation, responsiveness, and clear next-step alignment

Serve as a continuity partner on accounts by maintaining awareness of all active initiatives, client questions, and evolving priorities

Support smooth transitions when accounts shift pods or team members, ensuring historical context and expectations are preserved

Act as a steward of account knowledge, helping prevent context loss and rework as initiatives evolve over time

Prepare and manage recurring client reporting, including quarterly reports and ad hoc performance requests

Partner closely with the digital and strategy teams to ensure reporting reflects accurate data, meaningful context, and agreed-upon success metrics

Contribute to documenting workflows, execution standards, and process improvements to reduce risk and improve efficiency

Support quality assurance by reviewing deliverables for alignment with client goals, brand standards, and documented strategy prior to go-live

Reinforce consistent execution checks across campaigns, content, and reporting

Utilize artificial intelligence tools in accordance with company policy to improve efficiency, organization, and execution

Demonstrate advanced working proficiency in Excel, HubSpot, Monday.com, and related marketing and project management platforms

Working knowledge of PowerPoint, SharePoint/Drive, WordPress, Google Drive, and email marketing platforms preferred

Qualification

Integrated marketing skillsClient communicationProject managementExcel proficiencyHubSpot proficiencyMonday.com proficiencyListening skillsVerbal communicationWritten communicationNegotiation skillsPresentation skills

Required

1-3 years servicing client accounts or working in-house on a marketing/PR team, preferably in the financial industry

Ability to think strategically and understand clients' business goals

Excellent verbal and written communication skills

Excellent listening, negotiation, and presentation skills

Detail-oriented account coordinator with integrated marketing skills

Strong multitaskers who can prioritize and organize their projects in a fast-paced, collaborative work environment

Support team-level coordination by aligning cross-functional teams (strategy, creative, digital, execution) around priorities, timelines, and next steps

Communicate weekly agendas, notes, deadlines, and priority shifts clearly and consistently

Help maintain momentum and accountability across the team through clear documentation, follow-through, and proactive coordination

Support consistent use and upkeep of shared systems including Monday.com boards, HubFlo portals, SharePoint/Drive folders, and documentation repositories

Provide proactive client follow-up and clarification outside of scheduled meetings

Serve as a continuity partner on accounts by maintaining awareness of all active initiatives, client questions, and evolving priorities

Support smooth transitions when accounts shift pods or team members