Job Title: Portfolio Coordinator/Account Manager

Reports To: VP Strategic Alliances

Location- Vadodara/Ahmedabad/Gurgaon/Pune

Position Summary-

The Portfolio Coordinator supports the VP of Client Success in the organization, administration, and operational coordination of a defined group of client accounts. The role helps ensure that account information, reporting, action items, customer requirements, and internal activities are organized, current, and effectively coordinated across the portfolio.

Working closely with Account Managers, Delivery, and Client Success leadership, the Portfolio Coordinator serves as a connecting point between the teams responsible for day-to-day account execution and the VP of Client Success. The role provides visibility into account activity, coordinates ongoing requirements, tracks commitments and follow-up items, and supports consistent execution across the portfolio.

The position is focused on operational coordination, administrative support, information flow, and maintaining the structure necessary to effectively support each customer.

Core Responsibilities:

1. Portfolio Coordination & Administration

- Support the VP of Client Success in the ongoing administration and organization of assigned customer accounts.
- Maintain current account information, documentation, contacts, requirements, and related portfolio records.
- Help coordinate recurring account activities, meetings, reporting requirements, and internal follow-up.
- Track action items, commitments, deadlines, and outstanding customer-related activities.
- Help ensure established Client Success processes and account requirements are consistently followed.

2. Reporting & Performance Support

- Gather and organize account-level operational and performance information for the VP of Client Success.




- Assist with recurring portfolio reports, dashboards, account reviews, and business review preparation.
- Track key account metrics and identify missing, incomplete, or outdated information requiring follow-up.
- Maintain organized historical information to support account performance reviews and planning.
- Support preparation for internal portfolio reviews and customer business reviews.

3. Account Team Coordination

- Serve as a connecting partner between Account Managers and the VP of Client Success.
- Coordinate the collection and flow of information needed to maintain visibility across assigned accounts.
- Follow up with appropriate internal stakeholders on outstanding tasks, documentation, reporting, and account requirements.
- Help ensure decisions, changes, and action items are documented and communicated to the appropriate internal teams.
- Support coordination across Client Success, Account Management, Delivery, Sales, and other internal functions as required.

4. Account Operationalization

- Help maintain account-specific processes, workflows, service requirements, and operating documentation.
- Support the onboarding and operational setup of recent customers within the assigned portfolio.
- Maintain account calendars, reporting schedules, business review timelines, and other recurring customer requirements.
- Assist with documenting changes to customer processes, contacts, requirements, and operating expectations.
- Identify administrative or process gaps that may affect consistent account execution and bring them to the attention of Client Success leadership.

Qualifications

Education

Bachelors degree in business, HR, or related field, or equivalent experience.

Experience

Experience in staffing, workforce solutions, client services, account coordination, program administration, or a related environment preferred.

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