Project Onboarding Executive I

ARCHER Transnational Systems Pvt. Ltd.; Vadodara; On-site; INR 300,000 - 500,000; Full time

Job summary

ARCHER Transnational Systems Pvt. Ltd. is seeking an onboarding coordinator to manage project and case onboarding from intake to handoff, ensuring accurate records and approvals. The role requires attention to detail, strong communication, and the ability to work across teams to resolve blockers and ensure smooth service setup.

You will validate requests, maintain records, and support billing/configuration activities, while meeting deadlines and quality standards in a fast-paced environment.

Qualifications

• High attention to detail with a professional approach.
• Strong verbal, written, and presentation skills.
• Ability to understand ARCHER's business and communicate clearly in a team.

Responsibilities

• Manage project onboarding from intake to handoff with complete records and approvals.
• Validate onboarding requests for completeness and accuracy; resolve gaps on time.
• Maintain accurate records across projects, cases, claimant, contacts, scope and billing in approved systems.
• Perform searches and validation checks to prevent duplicates and data gaps.
• Interpret contracts, SOWs, pricing, and onboarding instructions to align system setup.
• Coordinate with internal teams to clarify requirements and resolve blockers.
• Support billing and service configuration setup, validation, approval, and quality review.
• Complete readiness and quality checks before activation, reassignment, or closure.

Skills

Attention to detail

Verbal communication

Time management

Multitasking

Team collaboration

Education

Bachelor's degree

Tools

Excel

SQL

Power BI

Tableau

Power Automate

Job description

Job Description:

JOB RESPONSIBILITIES:

• Manage project and case onboarding from intake to handoff, ensuring complete and accurate records, documents, and approvals.
• Validate onboarding requests for completeness, accuracy, authorized scope, and setup readiness; resolve gaps on time.
• Maintain accurate project, case, claimant, contact, scope, billing, and operational records in approved systems.
• Perform searches and validation checks to prevent duplicates, data gaps, incorrect associations, and rework.
• Interpret approved agreements, SOWs, pricing, and onboarding instructions to align system and service setup.
• Review, organize, upload, and track onboarding documents; manage deficiencies through closure.
• Coordinate with internal teams to clarify requirements, resolve blockers, and confirm downstream readiness.
• Support billing and service configuration setup, validation, approval, creation, and quality review.
• Complete readiness and quality checks before activation, reassignment, or closure.
• Prioritize concurrent work, meet TAT and SLA commitments, and communicate risks or delays proactively.
• Resolve routine issues and elevate unclear instructions, access gaps, quality concerns, or timeline risks.
• Maintain audit-ready records through accurate notes, updates, approvals, checklists, and closure evidence.
• Identify improvements to simplify work, reduce manual effort, prevent errors, and strengthen controls.
• Build cross-functional knowledge to support coverage, transitions, and service continuity.
• Communicate updates clearly through emails, meetings, tickets, and status reports.
• Support additional operational, administrative, reporting, and improvement activities as needed.

KNOWLEDGE, SKILLS AND ABILITIES:

Education & Experience:

• Bachelors degree in any stream.
• Candidates with up to 3 years of experience in client interactions and document processing are encouraged to apply.

Preferred:

• Prior exposure to legal services, insurance operations, document processing, contract review, billing setup, or case administration is a plus.

Technical Skills:

Required:

• High attention to detail with a consistently professional approach.
• Strong verbal, written, and presentation skills, with the ability to understand ARCHER's business and communicate clearly in a team environment.
• Advanced MS Office skills, including Excel formulas, tables, formatting, dashboards, Power Query, macros, and Outlook mailbox/calendar management.
• Working knowledge of advanced Excel, SQL, and visualization tools such as Power BI or Tableau, or willingness to learn.
• Familiarity with Power Automate, AI tools, or similar solutions to reduce repetitive work and improve efficiency.
• Strong phone etiquette, verbal communication, and active listening skills.
• Ability to multitask, prioritize effectively, and manage time across concurrent cases, tasks, and tickets.
• Ability to quickly learn and work across case-management, ticketing, document-management, billing, and workflow systems.
• Comfort using trackers, spreadsheets, dashboards, checklists, and audit evidence to monitor status, deficiencies, quality, and deadlines.
• Strong analytical and reconciliation skills to identify gaps, inconsistencies, duplicates, and downstream risks.