Account Coordinator Team Lead

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Requirements:

• Pardot Specialist Certified
• Pardot Consultant Certifiied
• 3+ years experience in account or project management
• 1+ years of leadership experience
• High-level of efficiency and accuracy (very detail-orientated)
• Exceptional verbal, written, and interpersonal skills
• Excellent time management, project management, and organizational skills
• Adaptable and excited about fast growth
• Passionate about helping people
• Ability to take initiative and make things happen
• Ability to solve problems quickly and think strategically
• Experience with task management tools, such as Asana

Responsibilities:

• Leads and supports a team of Account Coordinators
• Assists with training new AC team members
• Oversees process and guideline compliance and quality assurance within your team
• Coaches direct reports in managing client task requests and communicating clearly with internal teams
• Provides basic-level strategy consulting to clients, ensuring client goals are met
• Communicates clearly and timely with clients, adhering to best practices and training team members to do the same
• Manage client project boards and ensure timely completion of projects, coach direct reports in project management
• Maintains strong relationships with personal clients and supports relationship-building of direct reports’ clients
• Leads client check-in and strategy sessions independently, can support direct reports in their client sessions
• Leads newly assigned client onboarding calls for their accounts and their team members' accounts
• Manage client relations and tasks for direct reports in their absence
• Executes medium-level Pardot and Salesforce tasks and assists team members with questions
• Proficient knowledge of WordPress and Hootsui
• Researches tools and approaches in marketing and project management for team growth
• Collaborates with internal teams for task completion, and trains team members to successfully do the same
• Supports in leading internal team trainings and demos
• Suggest improvements to client service and experience to team lead
• Assists upper leadership with process improvement, development, and implementation
• Escalates critical client feedback, resolves mid-high level issues quickly and effectively, and provides guidance to team members
• Leads team huddles and assist ACs with task questions
• Reports to upper leadership on team metrics
• Evaluate and manages direct reports’ performance, set and manage goals for direct reports
• Lead 1:1s and performance review evaluation sessions for direct reports
• Attends leadership meetings and trainings
• Embodies and promotes SLX and RISE values