WHAT DOES AN ACCOUNT COORDINATOR DO?

Updated: Apr 02, 2026. The Account Coordinator supports campaign execution, order management, and client account operations across digital and traditional advertising environments. This role focuses on coordinating cross-functional teams, managing CRM data, tracking performance metrics, and ensuring accurate billing, reporting, and campaign delivery. By driving operational efficiency, client satisfaction, and data-driven insights, the Coordinator also contributes directly to revenue growth, campaign optimization, and overall business performance.

Key Responsibilities of an Account Coordinator

1. Account Coordinator Duties

  • Client Communication Management: Support the Client Account Lead with timely, professional, and helpful client comms, taking ownership of contact reports, status tracking, and internal project management.
  • Training Facilitation: Play a pivotal role in the running of monthly onboarding sessions for client teams and other agencies, ensuring training materials are kept up to date.
  • Helpdesk Management: Ensure a timely and proactive response to all inbound queries to the Helpdesk inboxes, keeping up to date with specific clients’ past queries and situations.
  • Product Expertise: Proactively getting under the skin of product updates and new releases, becoming the go-to person for advice, training documentation, delivering training sessions, and troubleshooting.
  • Customer Liaison: Act as secondary internal contact between the company and customers for assigned accounts and sales representatives.
  • Customer Satisfaction: Maintain an optimal level of customer satisfaction for customers and sales representatives.
  • Order Management: Order entry and order modifications.
  • Issue Resolution: Research, review, and provide solutions to customers' and sales representatives' issues.
  • Communication Management: Communicate issues such as inventory availability or art capabilities.
  • Customer Follow-Up: Follow up with customers via email and phone.
  • Credit Processing: Process credit and/or return requests.

2. Account Coordinator Details

  • Project Management: Under the guidance of the Account Manager or Supervisor, develop and adhere to project plans, timelines, and status reports for internal and client needs.
  • Process Efficiency: Ensure that work is accurately and efficiently pushed through all internal processes.
  • Logistical Coordination: Independently handle all logistical arrangements for client meetings and internal team meetings, including making sure conference rooms and teleconferencing tools are booked, refreshments are ordered, and the correct attendees are listed on meeting invites.
  • Meeting Facilitation: Take meeting notes and develop conference reports confirming all client approvals or directions for work.
  • Collateral Traffic Management: Traffic digital and traditional collateral to appropriate service areas for production and distribution.
  • Order Processing: Convert customers' purchase orders to sales orders, and provide price confirmation and shipping deadlines.
  • ERP Management: Create and maintain the ERP systems for customers' information.
  • Inventory Reporting: Create inventory reports to provide to customers monthly.
  • Performance Review: Participate in a monthly touch-base meeting with the manager to review any concerns, project status issues, process improvements, etc.
  • Customer Reporting: Report to each of the assigned customers, and participate in regular meetings/conference calls with the manager to review and resolve any issues.

3. Account Coordinator Responsibilities

  • Client Collaboration: Work directly with clients and the Director of Accounts on a project-by-project basis.
  • Project Management: Manage project plans in collaboration with internal and external teams, adjusting project scope and schedules accordingly.
  • Campaign Coordination: Partner with the internal account and creative team to develop/maintain timelines, deadlines, and guidelines for all campaigns through the project management system.
  • Creative Development: Create and write creative briefs.
  • Task Management: Create, assign, and manage task completion using productivity tools like Freedcamp and Slack.
  • Process Optimization: Evaluate current processes, identify, and implement improvements.
  • Project Reporting: Update leadership on project status and key metrics.
  • Client Service: Provide general support to the team to ensure a high level of client service focused on meeting client solutions.
  • Media Relations: Develop relationships with media partners to understand the media landscape and opportunities for clients.
  • Media Buying: Assist the team in buying and implementing media for client campaigns across all channels (digital and above-the-line).
  • Financial Administration: Check monthly invoicing and participate in training.
  • Administrative Support: Provide administrative support to the team/agency.

4. Account Coordinator Accountabilities

  • Campaign Management: Assist in managing TV and streaming campaigns, direct mail campaigns, email campaigns, and more.
  • Budget Tracking: Prepare estimates, track budgets, develop schedules, and track performance analytics.
  • Report Compilation: Compile status reports and conference reports.
  • Competitive Analysis: Research and analyze competitive landscapes.
  • Client Engagement: Attend key internal and client meetings to stay informed about clients' businesses and best practices.
  • Cross-Department Collaboration: Work and collaborate with other key agency departments, including creative, media, production, analytics, operations, finance, etc.
  • Strategic Planning: Calendar and help create strategies and action plans for designated customer accounts.
  • Client Communication: Act as the main point of contact for the sales team and clients to gather customer/vendor requirements, customer setup, and customer orders.
  • Inventory and Order Tracking: Maintain trackers, logs, and systems for orders, inventory, etc.
  • Data Reporting: Compile data and reports for customers and senior management consistently.
  • Shipment Coordination: Coordinate shipment of merchandise (inbound/outbound) with manufacturers, freight forwarders, and shipment carriers, as well as prepare appropriate documentation.
  • Quality Assurance: Ensure item information, pricing, packaging, and images are correct and consistent with the brand.

5. Account Coordinator Functions

  • Partnership Management: Work alongside Senior Management on multiple, high-touch, high-value partnerships.
  • Process Optimization: Create solutions to optimize operations and processes, including Financial Dispute Management and Quality Assurance/Site Reviews.
  • CRM Management: Manage and maintain the Salesforce CRM.
  • Dispute Resolution Updates: Work closely with Senior Management teams at PPS to provide consistent, timely, and thorough updates on all payment disputes.
  • Relationship Building: Develop and maintain high-value relationships internally and externally.
  • Quality Assurance Review: Perform Quality Assurance/Site Reviews for PPS partners that have completed API development and provide "sign off" to allow partners to go live.
  • Commercial Relationship Development: Build up commercial relationships with medium and large-sized farms.
  • Seminar Organization: Combine with PM and Technical teams to organize seminars regularly, updating customers on new technologies, knowledge, and industry practices.
  • Strategic Planning: Propose strategy plans to work with farm owners to deliver services, trials, promotion programs, or other necessary programs to boost sales and expand market share.
  • Market Monitoring: Continuously update market information and competitor activities to devise suitable action plans.
  • Business Environment Reporting: Report business environment changes to the Supervisor.

6. Account Coordinator Overview

  • Campaign Execution: Assist with campaign implementation and reporting to meet client objectives within defined timeframes.
  • Asset Coordination: Coordinate asset delivery by gathering specifications and liaising with internal teams and external partners.
  • Ad Placement Management: Manage the booking of advertising placements while coordinating with internal teams and publishers.
  • Performance Monitoring: Monitor digital media performance and communicate delivery updates to internal teams and clients.
  • Campaign Trafficking: Oversee the trafficking and tracking of campaigns, ensuring alignment with defined campaign parameters.
  • Invoice Processing: Process monthly invoices and maintain accurate budget records within established deadlines.
  • Strategic Alignment: Collaborate with planning teams to ensure campaigns align with strategic objectives and timelines.
  • Progress Tracking: Track campaign progress and identify issues to support timely optimization and delivery improvements.
  • Record Maintenance: Maintain organized records of campaign activity to support reporting accuracy and audit readiness.

7. Account Coordinator Details and Accountabilities

  • Customer Support: Function as a key support resource for customers by assisting with account and campaign activities.
  • Request Resolution: Ensure client requests are resolved in a timely manner while maintaining high service standards.
  • Strategic Planning: Support the development of strategic plans to meet and exceed client goals and performance expectations.
  • Tool Expertise: Develop expertise in internal tools and prepare performance reports to support client insights.
  • Engagement Coordination: Manage prioritization, internal coordination, and scheduling of strategic customer engagements effectively.
  • QBR Development: Lead the development of Quarterly Business Reviews to communicate performance and strategic recommendations.
  • Retention Support: Collaborate cross-functionally to support the coordination and tracking of customer retention processes.
  • Post-Meeting Recaps: Conduct post-meeting recaps to refine materials and improve team processes and effectiveness.
  • Data Gathering: Gather customer and industry data using internal tools to support insights and engagement strategies.
  • Timeline Management: Manage internal preparation timelines and scheduling while ensuring the effective distribution of customer resources.

8. Account Coordinator Tasks

  • Account Planning: Assist Client Services in creating account plans for Utility Partners, including promotions, incentives, training, and reporting initiatives.
  • Performance Monitoring: Monitor account activity, including performance metrics, escalations, and trends, and communicate insights to key stakeholders.
  • Tactical Planning: Develop tactical plans that support Utility Partner performance and contribute to overall business growth.
  • Relationship Building: Formulate relationship-building strategies to strengthen engagement with Utility Partners and key contacts.
  • Client Support: Support Client Services with additional Utility Partner accounts through client visits, project planning, and analysis.
  • Task Prioritization: Collaborate with team members to prioritize tasks and ensure effective allocation of work assignments.
  • Revenue Growth: Identify new revenue opportunities within existing accounts through product expansion and program implementation.
  • Cross-Functional Coordination: Engage internal teams, including Finance, Technology, Marketing, and Legal, to support program initiatives.
  • Project Planning: Develop project plans that align with objectives across multiple Utility Partner accounts.
  • Program Implementation: Implement tactics that increase volume, revenue, and customer satisfaction across Utility Partner accounts.

9. Account Coordinator Roles

  • Pre-Sale Support: Provide pre-sale support to CSMs by assisting with inventory forecasting and media planning.
  • Campaign Execution: Facilitate the implementation and execution of digital advertising campaigns across relevant platforms.
  • Implementation Proof: Provide proof of campaign implementation through screenshots and verification documentation.
  • Issue Resolution: Identify and resolve campaign issues, including trafficking, delivery discrepancies, and invoicing concerns.
  • Reporting Analysis: Maintain campaign reporting and support analysis of performance data for client communication.
  • Order Fulfillment: Ensure fulfillment of insertion orders and reconcile billing processes on a monthly basis.
  • Client Communication: Assist in client communication to support campaign execution and issue resolution.
  • Process Expertise: Develop expertise in CSM processes and best practices to improve operational efficiency.
  • Team Collaboration: Collaborate with internal teams to ensure accurate campaign setup and timely execution.

10. Account Coordinator Additional Details

  • Code Acquisition: Secure market-leading codes for retail partners to support promotional performance and competitiveness.
  • Sales Development: Sell exposure opportunities and promotional packages based on fixed-fee commercial agreements.
  • Market Research: Conduct market research to identify trends and acquire new partners to expand the network.
  • Partner Collaboration: Collaborate with partners to support immediate objectives and broader business growth strategies.
  • Stakeholder Presentation: Present proposals and performance insights to affiliate managers and senior-level stakeholders.
  • Reporting Analysis: Prepare campaign reports and analysis to support optimization and long-term growth planning.
  • Relationship Management: Manage partner relationships proactively while maintaining transparency and professional communication standards.
  • Account Management: Manage accounts independently under the guidance of the Head of Account Management to ensure performance delivery.
  • Editorial Collaboration: Collaborate with the editorial team to promote brand partners through strategic content initiatives.
  • Industry Representation: Represent the company at industry events and support additional duties aligned with business needs.

11. Account Coordinator Essential Functions

  • Order Estimation: Create estimates and assist in processing sales orders, ensuring accuracy and timely completion.
  • Mockup Coordination: Facilitate mock-up and rendering processes for customization and product solution opportunities.
  • Vendor Onboarding: Complete required documentation to establish vendor status with customers and support onboarding processes.
  • CRM Management: Maintain data integrity within the CRM by ensuring accurate and consistent record management.
  • Invoice Follow-Up: Import completed orders into the CRM and follow up on outstanding invoices to ensure timely payment.
  • Product Knowledge: Develop a strong understanding of products, mission, and business model to support sales activities.
  • Sales Data Support: Compile data for the Sales Team to support decision-making and address client needs effectively.
  • Strategy Implementation: Assist in implementing sales strategies to drive revenue growth and improve team performance.
  • Pipeline Management: Support sales pipeline management by tracking opportunities and updating progress regularly.
  • Customer Engagement: Engage with customers on transactional accounts to provide support and ensure satisfaction.

12. Account Coordinator Role Purpose

  • Account Support: Work with the Account Executive to support the management of sales revenue and account performance.
  • Cost Evaluation: Evaluate and communicate job costs and technical specifications to clients and internal teams.
  • Quote Generation: Generate quotes using asset management systems, ensuring accuracy and alignment with requirements.
  • Customer Response: Respond to phone and email inquiries from prospective and existing customers in a timely manner.
  • Technical Coordination: Coordinate with engineering, preparation, and quality control teams to understand customer needs.
  • Operations Collaboration: Collaborate with operations and logistics teams to ensure delivery meets quality standards.
  • Knowledge Development: Seek opportunities to improve the knowledge base to better support customers and business objectives.
  • On Call Support: Participate in on-call rotation to support operational needs and customer requirements.
  • Cost Tracking: Track and manage job costs to ensure budget alignment and financial accuracy.
  • Decision Making: Make real-time operational decisions that impact budget outcomes and customer satisfaction.

13. Account Coordinator General Responsibilities

  • Order Management: Fulfill order management activities for distributors, ensuring accurate processing and timely delivery.
  • Customer Service: Drive customer affinity by delivering exceptional customer service across phone and email channels.
  • SLA Performance: Meet or exceed defined service level agreements and customer communication performance metrics consistently.
  • Process Improvement: Identify process improvement opportunities and implement changes to enhance efficiency and service quality.
  • CRM Usage: Maintain daily usage of customer relationship management tools to track interactions and order status.
  • Change Notice: Manage change notice processes, ensuring accurate communication and timely updates to relevant stakeholders.
  • Information Flow: Facilitate efficient information flow to meet customer needs and departmental performance expectations consistently.
  • Demand Prioritization: Prioritize customer demand to improve product flow and support effective order fulfillment operations.
  • Finance Coordination: Collaborate with finance teams to resolve customer credit requests and ensure timely account processing.
  • Account Management: Manage strategic accounts by coordinating activities and maintaining strong ongoing customer relationships.
  • Backlog Analysis: Analyze back orders and backlog data to identify issues and support resolution and demand planning.
  • Request Assignment: Ensure correct assignment of cross-divisional requests to appropriate teams for efficient processing.
  • Portal Maintenance: Maintain web portal content and functionality to support customer access and accurate information availability.

14. Account Coordinator Key Accountabilities

  • Client Support: Provide proactive support to clients and executive-level stakeholders across account and project activities.
  • Request Management: Respond to client requests promptly while ensuring accuracy and alignment with expectations.
  • Market Research: Compile data for competitor analysis, industry trends, and research to support strategic insights.
  • Plan Updates: Update client plans based on feedback, ensuring accuracy and alignment with evolving requirements.
  • Account Administration: Support daily account administration by maintaining organized folders and up-to-date documentation.
  • Financial Management: Manage financial processes, including maintaining purchase orders and ensuring accurate tracking records.
  • Task Support: Support team tasks by delivering timely and accurate responses to operational requirements.
  • System Expertise: Develop expertise in internal systems and tools to support efficient workflow and execution.
  • Market Knowledge: Build market knowledge and share relevant insights to enhance team understanding and performance.
  • Media Liaison: Liaise with media owners to understand product offerings and support campaign planning activities.
  • Internal Collaboration: Develop internal relationships to promote collaboration and effective cross-team communication.
  • Relationship Building: Collaborate with team members to build strong and credible client relationships.

15. Account Coordinator Roles and Details

  • Order Entry: Accurately enter orders for linear and digital advertising schedules, ensuring completeness and accuracy.
  • Order Processing: Review and process orders, ensuring all required documentation is submitted to cross-functional teams.
  • Credit Verification: Partner with the Credit team to verify client credit eligibility and ensure contracts are fully completed.
  • Billing Coordination: Coordinate with Billing to ensure ad copy scripts are submitted and campaigns are billed correctly.
  • Campaign Fulfillment: Collaborate with Traffic and Operations teams to ensure accurate fulfillment of client campaigns.
  • Ad Copy Management: Manage ad copy by distributing traffic instructions and handling client spot uploads.
  • Production Coordination: Coordinate production services with internal teams to ensure campaigns start on schedule.
  • Campaign Management: Manage campaigns by reviewing performance and adjusting inventory allocation.
  • Makegood Handling: Handle make goods for reach and frequency accounts to maintain campaign commitments.
  • Performance Monitoring: Monitor account performance and collaborate with planning and inventory teams when delivery issues arise.
  • Status Communication: Communicate campaign status updates clearly with the Account Executive to ensure alignment.
  • Client Coordination: Engage with clients to gather necessary information for efficient campaign scheduling and execution.
  • Pacing Optimization: Collaborate with Ad Operations to monitor campaign pacing and adjust strategies proactively.
  • Data Analysis: Analyze campaign performance using internal and external tools to support data-driven decisions.
Relevant Information
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