Account Coordinator
Uplift, Air, Cruise, Hospitality
Posted on 2/7/2024
Upgrade

1,001-5,000 employees

Personal loans, cards and rewards checking
Company Overview
Upgrade's goal is to offer their users more value and a better experience than they receive from their traditional bank.
Financial Services
Data & Analytics

Company Stage

Series E

Total Funding

$357.2M

Founded

2016

Headquarters

San Francisco, California

Growth & Insights
Headcount

6 month growth

11%

1 year growth

24%

2 year growth

91%
Locations
San Francisco, CA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
Public Speaking
Tableau
Salesforce
JIRA
Marketing
Customer Service
Data Analysis
CategoriesNew
Sales & Account Management
Operations & Logistics
Requirements
  • Travel industry experience preferred
  • Proven experience in a sales support or account coordination role, preferably in an enterprise or B2B environment
  • Strong organizational skills with the ability to prioritize tasks and manage time effectively
  • Excellent communication skills, both written and verbal
  • Presentation and public speaking skills
  • Proficiency in Google Suite, Salesforce, Tableau and Jira
  • Detail-oriented mindset with a focus on accuracy and quality
  • Bachelor's degree in Business, Marketing, or a related field
Responsibilities
  • Provide regular performance reports and analysis for small/emerging accounts and support reporting and analytics needs for large enterprise accounts
  • Stay informed about industry trends, market conditions, and competitor activities. Provide insights and recommendations to enhance sales strategies
  • Assist in the creation of sales presentations, proposals, and contracts. Prepare sales-related documents and materials to support the sales team's efforts
  • Manage small/emerging accounts and provide support on large enterprise accounts. Maintain a deep understanding of account needs and requirements
  • Work closely with partner success and customer support teams to ensure operational excellence and resolve issues including but not limited to merchant inquiries, customer inquiries and operational investigations
  • Coordinate sales activities, including scheduling meetings, preparing sales documents, managing follow-up tasks and organizing internal meetings and offsites
  • Work closely with cross-functional teams, including compliance, operations, marketing, product development, and customer service, to align efforts and deliver cohesive support to merchants and team members
Desired Qualifications
  • Experience in the travel industry
  • Proficiency in additional languages relevant to the travel industry