Client Account Coordinator

Intention.ly is looking for a detail-oriented account coordinator with integrated marketing skills to join our growing team.

As an account coordinator, you’ll focus on supporting the Account Management team to ensure effective and regular communication with clients and proper management of client accounts. You’ll be responsible for both administrative and project management tasks associated with the account, in addition to taking on key execution deliverables tied to email, social, and content production. This role is the backbone of our most effective account teams. 

The ideal person for this role is personable and relationship-oriented, with strong written and verbal communication skills. Candidates should be strong multitaskers who can prioritize and organize their projects in a fast-paced, collaborative work environment.

Key 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.

Experience:

• 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