Consulting Operations Coordinator

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

📋 Description

• Review and confirm the accuracy of all signed Statements of Work (SOWs) and Change Orders against project estimates.

• Establish projects in SalesForce for SOWs that have been verified.

• Update project details and budgets in line with verified change orders.

• Collaborate with and assist our Project Management team, Resource Planning team, and Sales team throughout the engagement delivery cycle.

• Aid in the onboarding and offboarding of team members in SalesForce.

• Address support cases submitted by stakeholders.

• Assist our delivery team to ensure timely and precise submission of timecards.

• Provide support for our contract management system (CLM).

• Validate data in Salesforce/Certinia using supplied audit reports and update information as required.

• Aid our Accounting and Billing team by processing necessary corrections to projects and timecards.

• Serve as a backup for the Accounting team regarding our corporate travel and expense processing systems, including Expensify and Navan.

• Suggest and implement process enhancements and automation improvements to minimize errors and increase efficiency.

• Track Synergy Timecards.

• Assist with integration tasks.

⛳️ Requirements

• At least 3 years of experience in a sales and/or project coordinator position.

• Bachelor's degree is preferred.

• Must be able to work during US business hours.

• Experience with Salesforce/Certinia is preferred.

• Exceptional communication skills: articulate, straightforward, thoughtful, and consistent.

• Strong attention to detail coupled with robust analytical abilities.

• A genuine interest in utilizing technology to address challenges.

• An innate ability to build and nurture relationships with clients and project teams.

• A passion for problem-solving - adept at prioritizing tasks, managing time effectively, and guiding a team through the resolution process.

• Capability to handle multiple tasks, managing several concurrent work streams and ensuring success across all of them.

• Proficient in Microsoft Office 365.

• Familiarity with the Professional Services business model; Microsoft services experience is a plus.

🏝️ Benefits

• Remote work opportunities.

• Potential for professional growth.

• A diverse and inclusive workplace.