Project coordinator

As an Onboarding & Project Coordination Specialist at our company, your role will involve managing the internal onboarding process for clients with a proactive and detail-oriented approach. You will work closely with key stakeholders, including sales representatives and client partners, to ensure a smooth transition into our systems and processes. Additionally, you will support project communication and coordination during the initial 30-45 days of client engagement. Key Responsibilities: - Coordinate and participate in client meetings during the onboarding phase (first 30-45 days). - Ensure clients are properly set up in internal systems and data management platforms. - Maintain clear and consistent communication between clients and internal teams. - Monitor client satisfaction and proactively address concerns or feedback. - Maintain accurate records of onboarding activities, including forms and meeting notes. Role Requirements: - Ability to handle sensitive and confidential information with discretion. - Proficiency in Microsoft 365. - Experience using CRM tools like HubSpot/Microsoft Team Channels (preferred). - 3-4 years of experience in client onboarding, project coordination, or customer success. - Strong organizational and time management skills with attention to detail. - Excellent communication and interpersonal abilities to work effectively with cross-functional teams. In addition to the above responsibilities and requirements, it is important to note that the person in this role is expected to work every alternate Saturday for a half-day. Attendance on those Saturdays is required. The shift timing for this position is from 1:00 PM to 10:00 PM, with flexibility based on process needs. Currently, we are looking for someone available to work this full shift. As an Onboarding & Project Coordination Specialist at our company, your role will involve managing the internal onboarding process for clients with a proactive and detail-oriented approach. You will work closely with key stakeholders, including sales representatives and client partners, to ensure a smooth transition into our systems and processes. Additionally, you will support project communication and coordination during the initial 30-45 days of client engagement. Key Responsibilities: - Coordinate and participate in client meetings during the onboarding phase (first 30-45 days). - Ensure clients are properly set up in internal systems and data management platforms. - Maintain clear and consistent communication between clients and internal teams. - Monitor client satisfaction and proactively address concerns or feedback. - Maintain accurate records of onboarding activities, including forms and meeting notes. Role Requirements: - Ability to handle sensitive and confidential information with discretion. - Proficiency in Microsoft 365. - Experience using CRM tools like HubSpot/Microsoft Team Channels (preferred). - 3-4 years of experience in client onboarding, project coordination, or customer success. - Strong organizational and time management skills with attention to detail. - Excellent communication and interpersonal abilities to work effectively with cross-functional teams. In addition to the above responsibilities and requirements, it is important to note that the person in this role is expected to work every alternate Saturday for a half-day. Attendance on those Saturdays is required. The shift timing for this position is from 1:00 PM to 10:00 PM, with flexibility based on process needs. Currently, we are looking for someone available to work this full shift.