Account Coordinator

Location: Boston, MA

Department: Account Management

Type: Full Time

Min. Experience: Entry Level

Customer Portfolios is a rapidly growing, multi-channel database marketing services provider located in Boston’s seaport district.  Since 2001, CP has been building marketing databases, performing advanced data analysis and segmentation modeling, developing and packaging insight based on analysis and delivering strategic lifecycle marketing programs on behalf of its clients.

To meet the needs of a growing client base, CP is seeking an entry-level addition to its account team to work on project management related deliverables.  The Account Coordinator will officially report to the SVP of Delivery with hands on training and mentorship by an Account Manager to work exclusively on specific accounts as part of a team.

A qualified candidate:

  • Is highly organized
  • Is able to communicate clearly both in writing and in person
  • Is a self-starter, able to take initiative, ask questions and problem solve
  • Is able to manage their own time and effectively
  • Has a basic knowledge of marketing principles
  • Is a proud Digital Citizen with a working knowledge of social media and online technology

Responsibilities of the position

  • Manage each client account’s weekly, status-related communication
  • Maintain each client account’s list of priorities and work with the Account Director, internal team and client to adjust the list each week
  • Provide regular two-way communication between the client and internal team
  • Works closely with the internal team in order to maintain a continuous knowledge of project status in order to identify potential issues and/or opportunities within or related to the project
  • Ensures that all processes and procedures are completed, quality standards are met
  • Ensures that client issues are dealt with in an efficient manner, informing the Account Director of any problems that may arise


  • Demonstrable leadership skills
  • Prior project management experience a plus
  • Undergraduate degree in marketing or business preferred
  • Proven written and verbal communication skills
  • Comfortable with Microsoft Windows
  • Strong MS Excel, MS Word and MS PowerPoint skills 
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