Project Coordinator

Confidential; Plano (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Flexible Spending

Generous PTO

Free lunch

Job summary

Confidential is seeking a Project Coordinator to own onboarding and implementation of technology solutions, bridging Sales, Implementation, Customer Success, Support and Operations to launch new customers efficiently and position them for long-term success.

The role thrives in a fast-paced environment, juggling multiple projects while delivering exceptional customer experiences and improving internal processes with AI and automation.

Qualifications

• Must have strong project coordination experience and a track record of onboarding customers.
• Excellent written and verbal communication for cross-functional teams.
• Demonstrated curiosity about AI and automation to improve workflows.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Independently manage onboarding and implementation projects from sales handoff to go-live.
• Review orders and onboarding docs for accuracy using automation where possible.
• Own onboarding paperwork, forms, assignments, and signoff docs.
• Coordinate Go-Live calendar and resource allocations across teams.
• Collaborate with Sales, Support, CS, and Operations to align projects.
• Lead recurring cross-functional meetings for visibility and accountability.
• Manage hardware escalations and coordinate resolutions with support handoffs.
• Optimize tools like Monday.com and Salesforce, including AI-assisted processes.
• Analyze KPIs and surface risks using AI tools to drive improvements.
• Identify gaps and propose onboarding workflow enhancements with Global IT.

Skills

High EQ

Problem solving

Project management

Communication

Cross-functional

AI curiosity

Multitasking

Fast-paced

Stakeholder meetings

Analytical thinking

Tools

Monday.com

Salesforce

ChatGPT

Claude

Job description

We are seeking a highly organized and customer-focused Project Coordinator to own the successful implementation, onboarding, and operational execution of our technology solutions. This role serves as a critical bridge between Sales, Implementation, Customer Success, Support, and Operations teams to ensure new customers are launched efficiently and positioned for long-term success.

The ideal candidate thrives in a fast-paced environment, enjoys managing multiple projects simultaneously, and is passionate about delivering exceptional customer experiences while improving internal processes. You're naturally curious about how AI and automation can make work smarter, and you like digging into tools to figure out what they can really do.

KEY RESPONSIBILITIES

• Independently manage and make decisions on assigned customer onboarding and implementation projects from sales handoff through go-live and project completion, serving as the primary operational decision-maker for your projects.
• Review and validate sales orders, hardware orders, and onboarding documentation for accuracy and completeness, using automation and AI-assisted checks where possible to catch errors earlier.
• Own onboarding paperwork, implementation forms, project assignments, and project signoff documentation.
• Evaluate project scope, competing priorities, regional needs, and team capacity to determine implementation schedules and resource assignments, and reallocate resources as business or customer needs change.
• Maintain and manage the Go-Live Calendar to ensure effective project planning and resource utilization.
• Collaborate with Sales, Support, Accounting, Customer Success, and Operations teams to ensure alignment across all active and upcoming projects.
• Facilitate recurring cross-functional meetings to drive communication, accountability, project visibility, and collaboration across departments.
• Own and manage hardware escalations, coordinating resolution efforts from support handoff through customer resolution.
• Exercise independent judgment in resolving onboarding, implementation, and operational exceptions, escalating only matters outside established authority and recommending solutions when existing procedures don't fit.
• Administer and optimize operational tools, including Monday.com and Salesforce, and actively explore and apply their AI and automation capabilities (along with connected AI assistants) to reduce manual work, automate handoffs and status updates, and improve data quality. Provide training, reporting, and process guidance to internal teams.
• Analyze operational data and KPIs, using AI tools to surface trends and risks faster, to determine corrective actions and make recommendations to management and Global IT that drive process improvements, system enhancements, and operational efficiencies.
• Identify operational gaps and independently recommend and implement improvements to onboarding workflows and systems, aligning with Global IT on company initiatives, integrations, and responsible use of AI tools with customer data.
• Coordinate post-sales opportunities with the Sales team to ensure appropriate billing and pricing.

DESIRED SKILLS:

• High EQ - patient, assertive, and able to multitask within various departments and tools
• Proactive problem solver who can identify gaps, ask clarifying questions, and resolve issues independently, escalating when appropriate
• Prior experience in implementation or business operations, project management, and/or customer operations
• Sensitivity to timelines and key events
• Strong written, visual, and verbal communication with the ability to manage and lead stakeholder meetings
• Comfortable working in a fast-paced environment with shifting priorities and evolving processes
• Experience working with Monday.com or a similar Project Management tool
• Good analytical and troubleshooting skills
• Hands-on curiosity about AI and automation: you've experimented with tools like ChatGPT, Claude, or the AI features in Monday.com/Salesforce and want to apply them to real workflows

PERKS AND BENEFITS

• Competitive compensation package
• Medical, Dental, Vision, Life, STD, LTD and accident insurance
• Flex Spending plan
• Generous PTO and company holidays
• Free lunch, yes - we provide free lunch!