SaaS Project Onboarding Lead

KMC Careers; Makati; On-site; PHP 360,000 - 600,000; Full time

Benefits offered by this job

Health Insurance/HMO

Diverse learning & growth机会

Accessible Cloud HR platform (Sprout)

Above standard leaves

Job summary

KMC Careers is seeking a Project Coordinator in the Philippines to support the CS team, coordinating tasks across Customer Success, Implementation, Data Migration, Development, and QA to drive successful customer projects. You will oversee onboarding activities, act as a point of contact for stakeholders, and help the team meet milestones and deadlines.

The role requires strong organization, excellent communication, and the ability to manage multiple onboarding projects in a fast-paced SaaS

Qualifications

• 4+ years in a customer-facing role for a technology company (SaaS preferred).
• Highly organized with strong attention to detail.
• Excellent written and verbal communication with cross-functional collaboration.
• Proven success in managing customer integration projects.
• Strong conflict management and team leadership.
• Proficient with Excel/spreadsheet tracking; CRM experience a plus.
• Ability to multi-task in a fast-paced environment.
• Strong organizational and presentation skills.
• Experience managing multiple onboarding projects with prioritization.

Responsibilities

• Organize and coordinate cross-functional to maximize customer success.
• Provide daily oversight to ensure the project plan progresses.
• Coordinate onboarding activities for SaaS customers.
• Schedule and facilitate project meetings with agendas and outcomes.
• Communicate project updates to relevant parties.
• Maintain project documentation and create detailed project plans.
• Collaborate with Engineering and product teams to resolve issues.
• Track projects using ClickUp or Jira.
• Assist with internal handoff and kickoff with customers.
• Be SOCi product expert and educate others.

Skills

Project management

Cross-functional collaboration

Customer-facing

Communication

Organization

Time management

Presentation skills

Problem solving

Multi-tasking

Tools

Excel

ClickUp

Jira

CRM software

Job description

About the job XTN-7FE0662 | PROJECT COORDINATOR

The Project Coordinator supports the CS team in overseeing customer projects to successful completion. This role ensures smooth project operations and closely coordinates tasks between various teams within Customer Success, including Customer Success Managers (CSMs), Implementation Specialists, Data Migration Specialists, Front-End Developers, and QA team members.

The Project Coordinator participates in all phases of onboarding activities for our SaaS customers. Acting as a point of contact for project team members, stakeholders, and external parties. The position is responsible for all open projects and milestones, helping the team meet or exceed project deadlines.

Responsibilities

• The ideal candidate is organized, with strong project management abilities, technical aptitude, and relationship-building skills. Effective cross-functional collaboration is essential to maximize customer success and outcomes.
• Health Insurance/HMO
• Diverse learning & growth opportunities
• Accessible Cloud HR platform (Sprout)
• Above standard leaves
• Collaborate cross functionally to facilitate high-level discussions and explain concepts comprehensively
• Provide daily oversight to ensure the project plan progresses according to schedule
• Understand customer product contracts and execute against a defined schedule
• Schedule and facilitate project meetings, including preparing agendas and documenting meeting outcomes
• Communicate project updates and changes to relevant parties in a timely manner.
• Create and maintain comprehensive project documentation.
• Develop a detailed project plan as needed and monitor progress for on time execution and deliverables.
• Collaborate with the team to identify issues and help overcome them to complete open projects
• Work with the Engineering and product team to resolve issues or document any new custom use case(s).
• Maintain and track all projects using the project management platform indicated by management (e.g. ClickUp, Jira), ensuring the creation of appropriate and necessary documentation.
• As necessary, coordinate and run internal sales/customer success handoff and implementation kickoff deck and call with customers.
• Be a SOCi expert and discuss or educate on any nuance of the product internally and externally
• Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed
• Develop credibility and earn customer trust by demonstrating expertise, professionalism and an ability to listen, digest and offer solutions

Experience & Qualifications

• 4+ years of experience in a customer-facing role for a technology company (preferably SaaS)
• Highly organized and high attention to detail
• Exceptional written and verbal communication skills, with strong interpersonal abilities and proven success in cross-functional collaboration
• Demonstrated success in managing customer integration projects to achieve positive outcomes and accelerated Time to Value
• Strong conflict management skills, with proven team leadership and effective meeting facilitation abilities
• Proficient with Excel/spreadsheet tracking programs, and any experience with CRM or SaaS support software is a plus
• Ability to problem-solve and generate creative solutions to onboarding challenges, while working effectively with team members
• Ability to multi-task and manage competing priorities and a diverse workload, while achieving results in a fast-paced, deadline-driven environment
• Strong organizational and presentation skills
• Proven ability to manage multiple onboarding projects with keen prioritization and multitasking abilities