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- Track key account metrics and identify missing, incomplete, or outdated information requiring follow-up.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 new 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:

- Highly organized, driven, and exceptionally sharp with strong follow through
- Exceptional attention to detail and accuracy
- Demonstrate ability to create explicit, concise, and actionable reports for leadership
- Proactive, dependable, and consistently on top of priorities and deadlines

For detail discussion you can reach out to Jagnoor.irionline.com / (phone hidden)

📌 Portfolio Coordinator / Account Coordinator (Ahmedabad)
🏢 Integrated Resources
📍 Ahmedabad