The Sr Coordinator, Account Management Support role will provide support services to staff who serve as account managers in Corporate, Cancer Control and Community Development in the region; supports a large team of up to 25 account managers. Responsibilities include but are not limited to: material and product management, program and mission support, account management service requests, account management data support, standard reporting, and supervising a small team of account management support staff. In partnership with Senior Manager Support Services, serves as coach to a team of account management staff to effectively meet the account management needs of the region.
Account Management Support:
- Provides material and product management support: ordering, brochures, flyers, kits and other materials/products needed to support account request such as health fairs, and assembles packet and mailings
- Assist account managers with proposal preparation by conducting research on accounts (e.g., account ID, number of employees, donation history, etc.)
- Provides program & mission support for corporate RFL implementation activities, website setup, ordering t-shirts, etc.
- Responds to account related service requests as assigned.
- Provides account management data support with the management of the master account list and constituent IDs in Siebel, support in merging duplicate account records, review of priority account data for accuracy and completeness, data clean-up activities as identified.
- Pulls reports as needed to support account management, reviews reports as needed, follows up on data quality or content concerns; compiles and summarizes data to meet specific account management needs. Manages specific data (i.e., account profiles, income reports, opportunity reports, audit reports for Siebel accuracy, etc.).
- Tracks income for specific corporate accounts (payroll deduction, etc.) and keeps account team updated on status.
- Meet regularly with account managers and program managers.
- Provides Siebel support for account managers, including data entry for opportunities identified
Supervisory Support:
- In partnership with the Senior Manager Support Services, coaches and develops a team of account management support staff to meet the needs of assigned account portfolio.
- Collaborates with Senior Manager Support Services on hiring, onboarding/training, coaching, monitoring performance and conducting reviews.
- Approves staff eTime, T&E, ePRF, and Society Mart orders for direct reports; in coordination with the Senior Manager Support Services manages staff PTO and backup coverage.
Position Requirements
- 2-4 years of mission support experience with some supervisory experience preferred.
- Knowledge of office, mission, event and account management support preferred.
Demonstrates Regional Support Services Competencies:
- Being resilient - Rebounds from setbacks and adversity when facing difficult situations.
- Collaborates - Builds partnerships and working collaboratively with others to meet shared objectives.
- Communicates effectively - Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
- Customer focus - Builds strong customer relationships and delivering customer-centric solutions.
- Ensures accountability - Holds self and others accountable to meet commitments.
- Instills trust - Gains the confidence and trust of others through honesty, integrity, and authenticity.
- Optimizes work processes - Knows the most effective and efficient processes to get things done, with a focus on continuous improvement.
- Resourcefulness - Secures and deploys resources effectively and efficiently.
Other skills:
- Strong collaborative leadership, coaching and development skills of diverse staff.
- Demonstrated issue resolution skills.
- Self-driven/self-motivated, able to work with very little direct supervision or direction.
- Strong customer service focus.
- Excellent written and verbal communication and interpersonal skills.
- Strong computer skills; strong word processing, database management and spreadsheet skills.
- Able to work successfully in a diverse team environment.
- Ability to respond to changing circumstances and priorities in a focused and timely manner
- Ability to interpret, adapt and apply guidelines and procedures.
- Able to cultivate relationships in a diverse population of community leaders and volunteers.
SPECIAL MENTAL OR PHYSICAL DEMANDS:
- Limited travel, including evening and weekend work required.
- Ability to lift 30lbs.
We are committed to providing staff with fulfilling opportunities to learn, grow and make an impact in their local communities. We offer staff a generous paid time off policy; medical, dental and retirement benefits, and professional development programs to enhance staff skills.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.