Technology Operations Coordinator

Creative Financial Staffing, LLC; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

Creative Financial Staffing, LLC in New York is seeking a Technology Operations & Project Coordinator to support technology rollouts, process improvements, compliance, and AI initiatives. You will partner with operational leaders to move projects forward while documenting workflows and SOPs.

In this hands-on role, you’ll coordinate cross-functional initiatives, track milestones, prepare training materials, and help teams adopt new tools such as Salesforce, SharePoint, and Power Automate.

Qualifications

• 2-3+ years of experience in project coordination, operations, or implementation support.
• Strong organizational and communication skills.
• Experience managing multiple priorities simultaneously.
• Proficiency with Microsoft Office, especially Excel.
• Exposure to Salesforce, SharePoint, or Power Automate.
• Experience using AI tools in a professional environment.
• Bachelor's degree is a plus.

Responsibilities

• Coordinate cross-functional projects and operational initiatives.
• Document workflows and create process documentation.
• Assist with technology rollouts, testing, and user adoption.
• Support AI and automation initiatives.
• Help manage compliance-related documentation and reporting.
• Coordinate with technology vendors and internal stakeholders.
• Track project milestones, action items, and deliverables.
• Create SOPs, training materials, and user guides.

Skills

Project coordination

Operations

Process documentation

Microsoft Excel

Communication skills

Multitasking

AI tools exposure

Education

Bachelor's degree

Tools

Salesforce

SharePoint

Power Automate

Job description

A fast-growing professional services organization is seeking a highly organized Technology Operations & Project Coordinator to support technology, process improvement, compliance, and AI-related initiatives.

This role is ideal for someone who enjoys coordinating projects, documenting workflows, improving business processes, and helping teams adopt new technology solutions. You'll partner with operational leadership to drive projects forward while supporting system implementations, compliance activities, and workflow improvements.

Responsibilities

• Coordinate cross-functional projects and operational initiatives
• Document workflows and create process documentation
• Assist with technology rollouts, testing, and user adoption
• Support AI and automation initiatives
• Help manage compliance-related documentation and reporting
• Coordinate with technology vendors and internal stakeholders
• Track project milestones, action items, and deliverables
• Create SOPs, training materials, and user guides

Qualifications

• 2-3+ years of experience in project coordination, operations, business systems, or implementation support
• Strong organizational and communication skills
• Experience managing multiple priorities simultaneously
• Proficiency with Microsoft Office, particularly Excel
• Exposure to Salesforce, SharePoint, Power Automate, or similar business applications preferred
• Experience using AI tools in a professional environment
• Bachelor's degree a plus