US ACCOUNT SERVICES COORDINATOR

As a member of the account services team, the Account Services Coordinator will work closely with Account Services Managers, Sr. Managers, and Directors to help ensure the timely and excellent execution of Business Intelligence and MedComms programs, particularly as it relates to tracking and preparation of related project-specific documents.

Job Summary

As a member of the account services team, the Account Services Coordinator will work closely with Account Services Managers, Sr. Managers, and Directors to help ensure the timely and excellent execution of Business Intelligence and MedComms programs, particularly as it relates to tracking and preparation of related project-specific documents.

Job Duties and Responsibilities

  • Assist Account Services team in the management and execution of specific project related tasks
  • Keep Project Master Tracker up-to-date based on information provided by Account Services team members
  • Draft Consultancy Agreements and other communications based on existing templates
  • Prepare account service-related documents for virtual/live meetings, such as invitation letter, welcome letter, meeting agendas, participant lists, evaluation forms, print material (name badges, tent cards), and other as necessary
  • Administrate and submit purchase request orders and invoices within the financial system
  • Prepare honoraria payment request forms and ensure timely submission to finance department
  • Follow –up with HCPs for outstanding honoraria payments/W9/W8-BEN forms
  • Work with the PEM to help coordinate services for live and virtual meetings and related activities such as audio-visual, ARS, webcasting, F&B, and signage & materials printing on assigned projects
  • Support Account Services team with facilitating logistics and registration tasks as needed
  • Support the preparation of project final reconciliations
  • Maintain current work-in-progress records and archives of past project information as appropriate
  • Assist in the creation of project codes in Intacct
  • Provide general day-to-day administrative support to the Account Services team
  • Ensure company systems and procedures are adhered to and/or improved to ensure all expectations are fulfilled
  • Comply with organizational requirements for protection and use of intellectual property

Education, Experience, and Skills

  • Requires a High School education but college degree preferred
  • 2-3 years of experience working in an office environment
  • Excellent decision making, critical thinking and problem-solving capability in a very fast-paced environment
  • Be highly organized and able to track multiple operational needs
  • Have a desire to grow and learn about event/project management
  • Excellent communication and interpersonal skills
  • Experience in spreadsheets and project management software is preferred
  • Proven efficiency in the use of Office 365

Key Competencies

  • Excellent communication skills both verbally and written
  • Organized and detailed orientated
  • Able to work with deadlines and manage multiple projects

Conditions of Employment:
Verification of employment history, professional references, and education or training.

Working Conditions and Physical Effort:

  • Work is normally performed in a typical interior/office work environment
  • Travel may be required based on business needs (domestically and internationally) and attend virtual programs outside of working hours as needed.

Aptitude Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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