Account Management Sales Coordinator

Posted 5 Days Ago
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San Francisco, CA
Junior
Artificial Intelligence • Healthtech
The Role
The Account Management Sales Coordinator assists the Account Management team by managing calendars, scheduling meetings, organizing documentation, coordinating travel, and supporting data entry and communication across teams. This role involves optimizing workflows for enhanced productivity and client satisfaction, while maintaining organized records and facilitating interactions with clients.
Summary Generated by Built In

About SafelyYou
SafelyYou is a mission-driven company that raised $60m in 2021 through series A and series B financing and is now rapidly scaling. Our company spun out of the UC Berkeley AI Research Lab and develops artificial intelligence to support care for those with Alzheimer’s disease, Dementia, and other cognitive impairments. Alzheimer’s disease is the single most expensive disease in the US, costing an estimated $600b per year in direct and indirect costs. It affects 1 in 3 people over 85, 1 in 9 people over 65, and accounts for 1 in 5 Medicare dollars. Our first product is focused on reducing the frequency and impact of falls, the leading cause of hospitalization for those living with dementia. We have peer-reviewed results showing up to 80% fewer falls with an average of 40% fewer falls and 80% fewer ER visits from falls. We've raised capital from top VC firms, including Founders Fund, Eclipse, Foundation Capital, and Data Collective, and the largest providers in the space are actively using, expanding, and evangelizing the service. We have also been awarded grants from the National Institutes of Health and the National Science Foundation, given the national importance of the issue. As the population continues to age, the global costs of Alzheimer’s and Dementia are expected to double over the next 10 years. With fewer and fewer young people available to provide the care needed, we must find a way for technology to bridge the gap.
Your Role at SafelyYou
The Account Management Sales Coordinator is a critical support role within the Account Management team. This individual will assist in driving operational excellence, streamlining processes, and enabling the team to deliver exceptional service to our customers. The ideal candidate thrives in a fast-paced environment, has impeccable organizational skills, and is passionate about optimizing workflows to enhance team productivity and client satisfaction.
Key Responsibilities:

  • Manage calendars, schedule meetings, and organize agendas for client-facing and internal sessions.
  • Assist in coordinating travel arrangements for the AM team and managing related expense reporting.
  • Maintain organized documentation of meeting notes, agendas, and follow-ups to ensure seamless team communication.
  • Facilitate the sending of appreciation gifts to clients and track engagement.
  • Support customer data entry and updates in Salesforce, ensuring accuracy in contacts, site details, and product information.
  • Conduct backend research to verify operator details, including addresses, contact names, and phone numbers.
  • Support Account Management and Sales Leadership with additional tasks as needed
  • Work cross-functionally with Customer Success, Marketing, Implementation, and other teams to align on shared goals.
  • Support quarterly reviews and updates of customer contacts, ensuring all information is current.
  • Provide general administrative and operational support to enhance the efficiency and effectiveness of the Account Management team.


The Ideal Candidate
 

  • Bachelor’s degree or equivalent experience
  • 2+ years of experience in an administrative, operations, or customer-facing support role, preferably in SaaS, HealthTech, or a high-growth startup environment.
  • Strong organizational and time-management skills, with an ability to prioritize multiple tasks effectively.
  • Experience with Salesforce (CRM), Google Workspace, Microsoft Office, and scheduling tools (e.g., Calendly, Zoom, etc.).
  • Excellent written and verbal communication skills with strong attention to detail.
  • Ability to work independently while collaborating cross-functionally with multiple teams.
  • A proactive, problem-solving mindset with a passion for process improvement and operational excellence.

 

Why Join Us? You Can Make a Difference!
SafelyYou offers a competitive compensation package, including but not limited to:

  • A mission-driven company culture
  • Fully remote 
  • Stock Options
  • Competitive salary & benefits, including fully paid employee premiums for Medical, Dental, Vision and Life Insurance
  • 401K Program
  • Company laptop
  • Monthly Education, Well-being & WFH stipends
  • Unlimited PTO
  • Growth Potential
  • Company Retreats
  • Medical & Family/Parental Leave


At SafelyYou, we believe that a diverse, equitable, and inclusive workplace makes us a more relevant, competitive, and resilient company. We are committed to creating a diverse and inclusive workforce that celebrates diversity. We do not discriminate based on race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender identity or expression, veteran status, or any other legally protected status.

We value all the perspectives our team members bring to the table, and that is why we don’t look for culture fit, but culture add. We want to hear from YOU! We encourage you to apply even if you do not fit 100% of the technical requirements.

Top Skills

Salesforce
The Company
HQ: San Francisco, CA
101 Employees
On-site Workplace
Year Founded: 2015

What We Do

Alzheimer's disease is the 6th most common and single most expensive disease in the US. Our company SafelyYou spun out of the UC Berkeley AI Research Lab and develops artificial intelligence for managed Alzheimer's care to reduce the frequency and impact of falls, the leading cause of hospitalization in Alzheimer's care. We have peer-reviewed results showing up to 80% fewer falls with an average of 40% fewer falls and 70% fewer ER visits from falls for communities currently using the system. We've raised capital from top VC firms and government funding agencies including Foundation Capital, Data Collective, the National Institutes of Health, and the National Science Foundation. We're always looking for great people eager to make a far-reaching positive impact (http://www.safely-you.com/careers).

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