Fintech Programs & Operations Coordinator

Kforce Inc; Mountain View (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Kforce Inc in San Diego, CA is seeking a Project Coordinator II to support the IDEAS program within the Customer Success team. This role focuses on onboarding new businesses and ensuring setup on client products ahead of launch, with emphasis on reporting and process improvement.

Ideal candidates have 3–5 years in program management or operations, strong data skills, and experience with Google Sheets and Slides to build trackers and dashboards that consolidate KPIs for leadership review.

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 the client's products, 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, including extensions for former cohort members
• Help develop and improve the system for product provisioning for future IDEAS cohorts
• 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
• Troubleshoot technical setup issues directly with participants

Skills

Program management

Operations

Community engagement

Customer service

Cross-functional collaboration

Tools

Google Sheets

Google Slides

Job description

Kforce Inc in San Diego, CA is seeking a Project Coordinator II to support the IDEAS program within the Customer Success team. This role focuses on onboarding new businesses and ensuring setup on client products ahead of launch, with emphasis on reporting and process improvement.

Ideal candidates have 3–5 years in program management or operations, strong data skills, and experience with Google Sheets and Slides to build trackers and dashboards that consolidate KPIs for leadership review.