Financial Technology Project Coordinator

Lexitas Legal Talent Solutions; Atlanta (GA); On-site; USD 79,901,000 - 86,789,000; Full time

Job summary

Lexitas Legal Talent Solutions seeks a Project Coordinator for a client, a global fintech company, in Atlanta, GA or San Diego, CA. This is a 12-month role with a pay rate of $28/hour.

Responsibilities include supporting system setup, cohort issue resolution, and developing monthly reporting. Ideal candidates have 3–5 years in program or project management, high data fluency, and advanced Google Sheets and Slides skills for dashboards, trackers, and KPIs.

Qualifications

• 3–5 years in program or project management, operations, and/or community engagement.
• Strong technical and data aptitude; quickly learn new tools and processes.
• Advanced proficiency in Google Sheets and Slides; building trackers, dashboards, and reporting from multiple data sources.
• Strong customer service skills; experience troubleshooting directly with end users or clients.
• Excellent organizational and communication skills; capaz de manage multiple priorities in a fast-paced environment.
• Experience in a matrixed or cross-functional organization.
• Familiarity with small business operations or fintech is a plus.

Responsibilities

• Support the QuickBooks Online setup and cleanup process, including supportability, access issues, and escalations.
• Support resolution of product carryover issues between cohorts.
• Help develop and improve the system for product provisioning.
• Build and own the program's monthly reporting process, consolidating dashboards, partner metrics, and KPIs into a single recurring report.
• Maintain trackers and dashboards using Google Sheets and Slides.
• Develop self-serve resources (FAQs, setup guides, walkthrough videos) to reduce recurring support needs.
• Escalate technical/product questions directly; route non-technical participant questions to the appropriate teammate.
• Manage incoming participant queries across all channels — the shared inbox and questions posted on the community platform.
• Serve as a front-line point of contact for participant questions, escalating technical issues appropriately and routing others to the right teammate.
• Partner with program leadership on day-to-day operations, documentation, and internal coordination.
• Support workshop logistics and materials preparation.
• Build and maintain relationships with internal stakeholders across product, support, and operations to keep the program running smoothly.

Skills

Project coordination

Data aptitude

Customer service

Organizational skills

Communication skills

Cross-functional teamwork

Fintech familiarity

Tools

Google Sheets

Google Slides

Job description

Our client, a global financial technology company, seeks to hire a Project Coordinator for their Atlanta, GA or San Diego, CA, office on an immediate basis. This is slated to be a 12-month role. Pay rate is $28/hour.

Responsibilities:

• Support the QuickBooks Online setup and cleanup process, including supportability, access issues, and escalations
• Support resolution of product carryover issues between cohorts
• Help develop and improve the system for product provisioning
• Build and own the program's monthly reporting process, consolidating dashboards, partner metrics, and KPIs into a single recurring report
• Maintain trackers and dashboards using Google Sheets and Slides
• Develop self-serve resources (FAQs, setup guides, walkthrough videos) to reduce recurring support needs
• Escalate technical/product questions directly; route non-technical participant questions to the appropriate teammate
• Manage incoming participant queries across all channels — the shared inbox and questions posted on the community platform
• Serve as a front-line point of contact for participant questions, escalating technical issues appropriately and routing others to the right teammate
• Partner with program leadership on day-to-day operations, documentation, and internal coordination
• Support workshop logistics and materials preparation
• Build and maintain relationships with internal stakeholders across product, support, and operations to keep the program running smoothly

Qualifications:

• 3–5 years of experience in program or project management, operations, and/or community engagement
• Strong technical and data aptitude, with the ability to quickly learn new tools and processes
• Advanced proficiency in Google Sheets and Slides, including building trackers, dashboards, and reporting from multiple data sources
• Strong customer service skills, with experience troubleshooting directly with end users or clients
• Excellent organizational and communication skills, with the ability to manage multiple priorities in a fast-paced environment
• Experience in a matrixed or cross-functional organization
• Familiarity with small business operations or fintech is a plus

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