Account Coordinator

Customer Service

• Respond to all client/prospect inquiries within 24 hours.
• Serve as primary liaison between the JV, CBIZ personnel, clients, prospects, and partner organizations.
• Proactively keep clients on schedule for meetings and check-ins through multi-channel outreach (email, phone, text) and follow up on resulting action items.
• Identify and pursue opportunities to cross-sell services and support client retention.
  

Marketing & Business Development

• Manage all correspondence with clients and prospects.
• Generate and share with prospects proposals for services.
• Develop and distribute marketing materials and campaign communications.
• Organize outreach to prospects and coordinate invitations to events and webinars.
• Track and follow up on leads and referrals.

Administrative

• Set up clients and engagements in Maconomy/Billing Software.
• Issue and track retainer invoices, maintain updated client information.
• Prepare, update, and manage engagement letters in compliance with policies.
• Interface with CBIZ accounting for payment processing and refunds.

Billing & Collections

• Administer billing, process payments, maintain compliance with PCI DSS.
• Manage collections: run A/R reports, follow up on outstanding invoices, advocate for client retention.
• Organize and update client databases and track key client activities.

Scheduling

• Schedule all client coaching sessions, reviews, and meetings.
• Coordinate staffing and logistics for tax return reviews and conferences.
• Manage reminders, updates, and communications around appointments.

Conference & Event Coordination

• Support in-person (West Palm Beach, FL) and virtual conferences (January), managing booth, logistics, and scheduling consultations.
• Serve as key point of contact for attendees, vendors, and partner organizations.
• Send real-time marketing campaigns during events and compile metrics for reporting.

Other Logistics

• Organize and prioritize client data.
• Track client engagement and maintain accurate records.

• Set up secure client accounts for document uploads.

Personal Traits

• Self-starter with strong follow-through and autonomy.
• Highly organized and detail-oriented.
• Excellent communicator with customer-service mindset.
• Innovative, resourceful, and technology-oriented.
• Strong problem-solver, able to manage surprises and meet deadlines.
• Engaging, proactive, and able to drive cross-team collaboration.

Preferred Qualifications

• Bachelor's degree preferred.
• Customer-facing experience preferred.
• Experience or familiarity with accounting industry is a plus.

Minimum Qualifications

• High School diploma or GED
• Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
• Proficient use of applicable technology
• Ability to work in a team environment as well as independently
  

The hourly rate for this job in this market is $22.00 - $30.00. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

#LI-DZ1 #L-Onsite