Account Coordinator

Job Description Job Description We are in need of an Account Coordinator to join our team based in Newark, New Jersey. In this role, you will be expected to handle data updates across Salesforce, manage user processes, and provide reporting and analytics to support decision-making.

This role is within the industry and offers a long-term contract employment opportunity. Responsibilities • Effectuate ongoing business needs through day-to-day data updates across Salesforce, including territory reassignments, new setups/close outs/edits for products, organizations, contacts, investments, fundraises, portal pages, etc. • Troubleshoot daily and collaborate with technology and users to log, track, and resolve issues. • Oversee user onboard and off board processes, including license review, security, and profile setup. • Manage native Salesforce reporting as needed and support daily InvestorFlow activities. • Oversee Salesforce connectivity across multiple systems and operational workflows. • Manage the setup and lifecycle for all diligence and investor reporting rooms across Salesforce and InvestorFlow platforms. • Collaborate on the integration of third-party market intel data sources, in-house AUM process, and CRM data from other institutional businesses to enhance understanding of client accounts and opportunities. • Handle the end-to-end investor communication process, including coordination of undeliverable emails after mailings and removal/inactivation of contacts. • Deliver reporting and analytics for key stakeholders to support decision-making and facilitate the sales process. • Manage auditing capabilities to proactively identify data issues across the platforms and collaborate with related parties to resolve these issues.• Proficiency in Accounting Software Systems is required • Familiarity with Aderant software is highly desirable • Experience with ADP - Financial Services is a must • Ability to efficiently use Customer Relationship Management (CRM) systems • Knowledge of Epic Software is beneficial • Proficiency in About Time software is preferred • Understanding of basic Accounting Functions is necessary • Experience in managing Accounts Receivable (AR) is essential • Ability to handle Authorizations effectively • Experience with Billing Functions is needed