Onboarding Project Coordinator

Onboarding Project Coordinator

Requirements

• Bachelor’s degree in Business Administration, Project Management, or a related field preferred.
• 2+ years of experience in project management, client onboarding, or a similar role.
• Strong proficiency in Salesforce and project management tools such as Asana.
• Excellent organizational skills and attention to detail.
• Strong communication and problem-solving abilities.
• Ability to manage multiple projects and deadlines in a fast-paced environment.

Responsibilities

• Address client inquiries and proactively follow up with unresponsive clients.
• Oversee client form intake, log data in Salesforce, and track client readiness.
• Coordinate with accounting to validate Stripe payment setups, ensuring correct billing configurations before client activation.
• Ensure accuracy in billing terms, pricing, and payment schedules before invoicing, identifying discrepancies early.
• Create and send adhoc contract adjustments to clients in onboarding.
• Maintain Salesforce data integrity, ensuring accuracy in work orders, launch dates, and missing details.
• Regularly update and clean internal project management tools such as Asana.
• Project manage ad hoc initiatives to support team objectives.

Preferred Qualifications

• Curious and empathetic individuals.
• Motivated by meaningful work.
• Resonates with the company’s four core values.
• Comfortable with ambiguity and thrives in an ever-evolving environment.
• Big picture thinkers and doers who can be both tactical and strategic.