Account Coordinator

Join our winning team recently honored as on Forbes list of Americas Best Startup Employers for 2025!

The Helper Bees (THB) was created to fill an obvious need in an underserved community. Inspired by love and brought to reality through passion and determination The Helper Bees was founded to empower older adult citizens and their families in their search for quality affordable in-home care providers. We do this by providing older adults the ability to easily review choose and access affordable quality in-home helpers.

The Helper Bees mission is to help people stay home longer through data-driven services that transform both the payer and the care-recipient experience.

At THB we define our company culture through our Core Values:

• Quickly iterate through solutions - We move at a fast pace which requires quick iterations to find a path to a repeatable solution
• Seek ways to create immediate impact - Be thoughtful and proactive in how you make an impact on your team. Actively look for ways to make a fast positive impact.
• Bee the teammate you want to work with - We work as a team help each other and encourage each other
• Ask questions answer questions - You cant iterate through solutions if you dont ask the right questions which is why there is an expectation that questions should be asked. When you know the answer being a good teammate means chiming in to get others up to speed.
• Take the time to celebrate wins - Its so easy for a team that is heads down to forget about all the great things theyve accomplished. Thats why we make it a priority to remind ourselves to create space to celebrate wins big or small.

Job Summary:

As an Account Coordinator you will support account management for enterprise level clients on the Government Programs team. You will build and maintain relationships with plan partners manage projects tied to assigned accounts and ensure client requests escalations and concerns are handled in a professional efficient and timely manner. You will play a key role in coordinating across internal teams and delivering accurate reporting to support account performance.

Duties/Responsibilities:

• Cultivate long-lasting relationships with new and existing clients/customers
• Collaborate closely with cross functional teams to resolve issues and fulfill partner requirements efficiently
• Lead or support all client meetings with existing clients taking charge of agenda development allocation of follow-up tasks and the efficient management of account teams to ensure optimal client engagement and satisfaction
• Actively participates in staff meetings and attends other meetings and seminars as needed
• Serve as a key liaison between various internal departments and external project stakeholders to ensure successful project delivery
• Manage tickets for assigned plan partners
• Assist with invoice management
• Assist with monitoring SLAs for assigned plan partners
• Contribute to the creation of compelling presentations for client reporting
• Compile and analyze data on a daily weekly monthly and annual basis and be able to apply critical thinking to client reporting
• Create and execute specialized trainings by plan partner to promote growth
• Travel to client meetings and pull through events as required by the assigned plan partners
• Other: Were rapidly growing startup and a new team there will be new opportunities and responsibilities that come your way as the role expands

Performance Metrics:

• Revenue Growth (Support)
  • Timeliness of Deliverables: % of tasks reports and client requests completed on or before deadline.
  • Data Accuracy Rate: % accuracy in reporting eligibility files and documentation that informs business development and revenue tracking.
• Client Retention Rate (Support)
  • Client Issue Resolution Speed: Average time to resolve client issues or escalations assigned.
  • Client Satisfaction Feedback: Scores/feedback from client-facing interactions (e.g. responsiveness professionalism follow-through).
  • Touchpoint Completion: % of scheduled check-ins reports or deliverables completed on time to maintain ongoing engagement.
• New Client Acquisition (Support)
  • Proposal/Implementation Readiness: % of required implementation materials (crosswalks reporting templates process flows) completed accurately and on time for prospective clients.
  • Internal SLA Adherence: Turnaround time for requests from Manager/Business Development team that directly impact prospective client success.
• Account Expansion (Support)
  • Upsell/Expansion Enablement: % of expansion opportunities supported through accurate reporting case studies or success documentation provided to the Manager.
  • Cross-Sell Support Accuracy: Rate of error-free data and materials provided for expansion initiatives.

Required Skills/Abilities:

• Remarkable written communication skills
• Highly effective verbal communicator
• Detail-oriented with effective project management skills
• Comfortable with data analysis
• Flexible and open to change in a fast paced environment
• Ability to navigate multiple platforms especially Excel and Google Sheets
• Comfort and adaptability when working with technology and learning new programs and computer systems
• Ability to travel as required (15-25 trips annually).
• Must be 18 years of age or older

Education and Experience:

• 2 years of experience in account coordination client services project management or related roles dealing with enterprise level clients
• Background in the Medicare Advantage or Long-Term Care Insurance industry preferred
• Bachelors degree preferred

Physical Requirements:

• Ability to remain at your designated workstation for the duration of the workday
• Constantly operates a computer and other office productivity machinery such as a phone and Voice over Internet Protocol (VoIP).
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• The ability to observe details at close range (typically on a computer screen)
• Ability to lift and carry up to 25 pounds.
• Ability to navigate airports conference venues and customer sites which may include extended periods of walking standing and occasional stair climbing.
• This position offers the flexibility of remote work at approved locations within the United States. Candidates must have a reliable internet connection and a designated work environment conducive to professional phone calls and sensitive data. Enjoy the convenience and comfort of working remotely while contributing to our teams success.

The Helper Bees is committed to building a workplace where diversity equity and inclusion are valued and prioritized. We are an equal opportunity employer that welcomes all qualified applicants without discrimination based on race religion color national origin gender sexual orientation age marital status veteran status disability status or any non-merit based or legally protected grounds.

The Helper Bees provides reasonable accommodations to qualified individuals with disabilities during the job application and interview process. To request accommodation please let your recruiter know.

As part of our standard hiring process selected candidates may be required to undergo a background check and/or drug screen. The Helper Bees adheres to applicable federal state and local laws regarding these screenings and the results will be considered in accordance with applicable regulations.

The Helper Bees was recently made aware of a fraudulent entity posing as our organization and requesting personal information. Please be aware of and protect yourself from scams. Visit the careers page of our website to view all current job openings.