Account Management Sales Coordinator

Summary

Join SafelyYou, a rapidly scaling AI company focused on improving care for those with Alzheimer's and dementia, as an Account Management Sales Coordinator. This critical support role involves managing calendars, scheduling meetings, coordinating travel, maintaining documentation, facilitating client gifts, updating Salesforce data, conducting research, and providing general administrative support. You will work cross-functionally with various teams to ensure operational excellence and client satisfaction. The ideal candidate possesses strong organizational and communication skills, experience in a similar role, and proficiency with various software applications. SafelyYou offers a competitive compensation package and a mission-driven culture.

Requirements

• Bachelor’s degree or equivalent experience
• 2+ years of experience in an administrative, operations, or customer-facing support role, preferably in SaaS, HealthTech, or a high-growth startup environment
• Strong organizational and time-management skills, with an ability to prioritize multiple tasks effectively
• Experience with Salesforce (CRM), Google Workspace, Microsoft Office, and scheduling tools (e.g., Calendly, Zoom, etc.)
• Excellent written and verbal communication skills with strong attention to detail
• Ability to work independently while collaborating cross-functionally with multiple teams
• A proactive, problem-solving mindset with a passion for process improvement and operational excellence

Responsibilities

• Manage calendars, schedule meetings, and organize agendas for client-facing and internal sessions
• Assist in coordinating travel arrangements for the AM team and managing related expense reporting
• Maintain organized documentation of meeting notes, agendas, and follow-ups to ensure seamless team communication
• Facilitate the sending of appreciation gifts to clients and track engagement
• Support customer data entry and updates in Salesforce, ensuring accuracy in contacts, site details, and product information
• Conduct backend research to verify operator details, including addresses, contact names, and phone numbers
• Support Account Management and Sales Leadership with additional tasks as needed
• Work cross-functionally with Customer Success, Marketing, Implementation, and other teams to align on shared goals
• Support quarterly reviews and updates of customer contacts, ensuring all information is current
• Provide general administrative and operational support to enhance the efficiency and effectiveness of the Account Management team

Benefits

• A mission-driven company culture
• Fully remote
• Stock Options
• Competitive salary & benefits, including fully paid employee premiums for Medical, Dental, Vision and Life Insurance
• 401K Program
• Company laptop
• Monthly Education, Well-being & WFH stipends
• Unlimited PTO
• Growth Potential
• Company Retreats
• Medical & Family/Parental Leave