Account Operations Project Coordinator

Cresa; Dallas (TX); On-site; USD 60,000 - 75,000; Full time

Job summary

Cresa is seeking an Assistant Project Manager – Account Operations (APM) to drive low-medium complexity account projects. You will coordinate a project team, manage scopes and dashboards, and ensure client satisfaction with strong communication at all levels.

Ideal candidates have 2–4 years of finance-related experience, proficient MS Office/Project/Visio, and excellent organizational skills for timely project delivery.

Qualifications

• Bachelor's degree (BA/BS) or equivalent job experience preferred, not required.
• Minimum two - four years of related experience in general finance
• Proficiency with MS Office Suite, MS Project, MS Visio, and other data management software.
• Strong verbal and written communication skills; role requires daily communication with client and team members.
• Requires organization, time management, attention to detail, and prioritization skills through all projects despite workload.
• Must be able to exchange accurate information at various levels demonstrating the ability to build consensus for decision-making.

Responsibilities

• Manages quoting and invoice processing and change order requests for account billables.
• Support with roll out of account dashboards, trainings, manual/process updates and initiatives.
• Analyze and provide account operational insights as directed.
• Responsible for developing and managing scope, schedule, and budget for each project.
• Provide measurable and timely response to client inquiries, work requests, and concerns.
• Communicate directly with client to define project goals and provide reports on project status and variances.
• Identify project resources from pre-qualified lists, conduct request for proposals, and complete bid analysis for approval.
• Coordinate a project team of key stakeholders, internal team members and vendor partners who meet the deliverables of the project.
• Develop and maintain complete knowledge of vendor service and material capabilities, processes, and deliverables.
• Oversee the project administrative processes and ensure accurate project documentation is filed in a timely manner.
• Manages, supports, and participates in the vendor and team meetings.
• Track and manage project issues and resolutions.
• Actively support the internal team that focuses on business development.
• Represent the company through outstanding project delivery, client service, process improvement and support.

Skills

Excellent communication

Project coordination

Customer service focus

Time management

Education

Bachelor's degree (BA/BS) or equivalent experience

Tools

MS Office Suite

MS Project

MS Visio

Data management software

Job description

Cresa is seeking an Assistant Project Manager – Account Operations (APM) to drive low-medium complexity account projects. You will coordinate a project team, manage scopes and dashboards, and ensure client satisfaction with strong communication at all levels.

Ideal candidates have 2–4 years of finance-related experience, proficient MS Office/Project/Visio, and excellent organizational skills for timely project delivery.