Consulting Operations Coordinator

Responsibilities:

• Review and verify all signed SOW’s and Change Orders to project estimates for accuracy.
• Create projects in SalesForce for verified SOW’s.
• Update project and project budgets for verified change orders.
• Coordinate with and support our Project Management team, Resource Planning team, and Sales team throughout the engagement delivery cycle.
• Assist with onboarding and offboarding team members in SalesForce.
• Respond to support cases filed by stakeholders.
• Support our delivery team to ensure timely and accurate timecard submission.
• Support our contract management system (CLM).
• Validate data in Salesforce/Certinia using provided audit reports, update data as needed.
• Support our Accounting and Billing team by processing corrections to projects and timecards as needed.
• Backup the Accounting team on our corporate travel and expense processing systems Expensify and Navan.
• Recommend and implement process and automation improvements to prevent errors and gain efficiency.
• Synergy Timecard tracking
• Assist in integration tasks

Requirements:

• Minimum of 3 years of experience in a sales and/or project coordinator role.
• Bachelor’s degree preferred.
• Ability to work during US business hours.
• Experience in Salesforce/Certinia preferred.
• Excellent communication skills: you are articulate, straightforward, thoughtful and consistent.
• Strong attention to detail, with strong analytical skills.
• A passion for using technology to solve problems.
• A natural inclination for building and fostering relationships with clients and project teams.
• A love for problem-solving - you can prioritize tasks, manage time effectively and can guide a team through the issue resolution process.
• The ability to multitask, juggling multiple concurrent streams of work and ensuring success for all of them.
• Proficient in Microsoft Office 365.
• Experience in Professional Services business model. Microsoft services a plus.