Project coordinator
How you'll make an impact:
As a Project Coordinator, you will be responsible for supporting our consulting teams and partnering with Services Team Leaders on optimization project management including system updates (Salesforce, Task Ray, etc.), coordination between teams, and general project management administration. Project Coordinators may also be tasked with coordination of ad hoc projects. Additionally, you will:- Complete initial project setup, including ensuring the correct resources, estimated work hours and dates are used.
- Provide project management support for optimization projects including ensuring team members kick off and close projects on agreed upon dates, noting issues/risks related to the project, and partnering with project owners on budget management.
- Assist with SalesForce management, including survey follow‐ups, compilation of at-risk project reports, and case queue management.
- Maintain integrity of Customer Relationship Management (CRM) system by conducting regular audits of data to ensure accuracy.
- Partner with our Internal Project Managers on internal investment projects and assist with ad hoc administrative projects as assigned.
- Provide reporting and data analytics, as needed, to Operations leadership to ensure efficient, effective management of client services.
- Update project records, account records, contact records, cases, licenses, opportunities, dashboards, and reports upon request.
- Impeccable organizational skills and the ability to manage competing projects and deadlines
- Strong attention to detail on all projects, internal and external
- Servant leadership mindset with demonstrated focus on rallying a team toward a shared commitment to achieve key deliverables
- Effective communicator who knows how to navigate situations of misalignment and appropriately escalates issues when needed
- Self-starter with a demonstrated ability to work effectively with limited guidance when necessary
- Ability to bring a positive, solution‐oriented, and resilient attitude to their work with a desire to continuously improve
- We connect with positive intent.
- We are helpful.
- We own it.
- We get better every day.
- We are humble.
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