Client Project Systems Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact for daily administration of the Kantata system across designated accounts.

• Ensure the accuracy and integrity of data related to assigned projects.

• Maintain a thorough understanding of NetSuite in relation to Kantata functionalities.

• Collaborate with Client Project Leads to keep project information up to date, including project values, invoicing schedules, and resource allocations.

• Work with Finance Operations for the setup and modification of Sales Orders.

• Participate in internal status meetings and make necessary updates to the systems.

• Notify Client Project Leads when billing volumes are at risk of exceeding deliverables or tasks.

• Review monthly out-of-pocket expenses on completed client invoices and update the system accordingly.

• Monitor Kantata for possible client overservice situations and communicate important details for action planning.

• Schedule and attend monthly EAC meetings and ensure updates in Kantata align with closing deadlines.

• Capture and implement month-end changes across assigned projects.

• Assist in business planning preparation by gathering necessary information.

• Confirm the completion of tasks, billing milestones, and pass-through cost line items.

• Mark projects as “Complete” and coordinate with Financial Operations on post-completion audits and archiving.

⛳️ Requirements

• A Bachelor’s degree is required.

• Minimum of 2 years of experience in project administration or coordination, business or financial operational support, or ERP/PSA system administration.

• Familiarity with Kantata or comparable systems such as FinancialForce or Workday PSA.

• Preferred hands-on experience in managing project budgets, hours, and expenses.

• Preferred experience in coordinating activities among various stakeholders.

• Experience in implementing best practices for data accuracy and reporting.

• Background in the Med Comm industry.

• Strong financial acumen.

• Keen attention to detail.

• Capability to multitask and work collaboratively with internal teams.

• Excellent oral and written communication skills.

• Must be available to work during EST hours.

🏝️ Benefits

• A comprehensive benefits package that emphasizes health and well-being, personal finances, professional growth, and a balanced work/life integration.