Account Coordinator

About This Role:

Insight Global is seeking an enthusiastic and motivated professional to support one of our top-producing Account Managers on a one-to-one basis. This role will be responsible for general sales, administrative, and consultant support. The ideal candidate will act as a liaison between our customers, consultants, account management and back-office functions. This role includes daily interactions with onsite consultants and customers and requires strong organizational and interpersonal skills.

What You’ll Do:

•Sales Support

o Support the Account Manager with administrative and customer service tasks

o Generate and manage leads and call sheet targets

o Create and update sales documents, decks, and reports

o Use and maintain CRM systems and tools (P-Zone/Atlis)

o Attend and host meetings as needed with both external clients and internal teams

o Build and maintain relationships with Hiring Managers as an extension of the Account Manager

o Partner with National Accounts to understand and help meet their expectations and priorities for account success

o Attend and contribute to field initiatives, sales events, morning Zone meetings, trainings, company/team calls, quarterly wraps, goals, and reports

•Administrative Support

o Coordinate with recruiters to manage paperwork, compliance, and payroll requirements for new hire onboarding

o Create and maintain systems to assist Account Manager in sales and recruiting related efforts, including but not limited to: candidate and consultant tracking, business pipeline documents, invoicing spreadsheets, etc.

o Perform various ad-hoc tasks such as creating org charts, SOWs, market research, managing ABOL accounts, running credit checks, processing write off approvals, and completing cyber trainings

o Assist with AM-specific tasks such as submitting expenses, mailbox management, sales activity documentation, and weekly statistics

•Consultant Support

o Manage and coordinate engagement activities for contractors, recruiters, and Account Managers in accordance with the outlined Engage structure/Consultant Roster.

o Prioritize accuracy of system end dates and contract ending emails

o Handle any consultant questions, issues, or escalations related to payroll, benefits, expenses, timesheets, etc.

o Ensure timely and proper entry, approval, verification, and commission releases as it pertains to timesheets

What You’ll Need to Succeed:

•Effective time management and workload prioritization skills

•Flexibility to both work autonomously and collaboratively as a part of a team

•A sense of urgency and ability to work in a fast paced, ever-changing environment

•A passion for problem solving and a solution-oriented mindset in the face of challenges

•Ability to effectively communicate both verbally and in writing (articulating messages, information, and ideas to a diverse audience)

•Strong relationship building skills, professionality, and the ability to build with internal and external audiences

•Demonstrated proficiency in Word, Excel and PowerPoint with solid computer skills

•Eagerness and aptitude to learn, grown and develop

•The desire, initiative, and creativity to provide value to your AM and their specific business in a way that allows them to level up and thrive as a salesperson