Project Setup Lead

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

📋 Description

• Take charge of project setup activities, ensuring accurate and timely establishment of projects in NetSuite and other relevant systems.

• Examine contracts, statements of work, proposals, purchase orders, and commercial documents to define project and billing requirements.

• Analyze contractual terms to pinpoint missing, incomplete, conflicting, or unsupported information for further action or escalation.

• Set up project and sales order records in accordance with business rules and quality benchmarks.

• Collaborate with Revenue, Accounts Receivable, PMO, Business Development, Proposals, Operations, and systems teams to address setup challenges.

• Oversee project setup queues, prioritizing tasks based on business needs, readiness, urgency, and service-level expectations.

• Maintain standard operating procedures (SOPs), work instructions, training materials, and reference documentation.

• Track setup quality, turnaround times, backlog, process effectiveness, and other key performance indicators (KPIs).

• Conduct root-cause analysis and propose process enhancements.

• Assist in system improvements and process optimization for project setup and contract administration.

• Deliver training and knowledge transfer to backup resources and stakeholders.

• Engage in cross-functional projects impacting project setup, revenue operations, and system enhancements.

• Aid with audits, compliance reviews, and documentation requests.

• Contribute to quality control, first-time-right processes, business continuity, cross-training, automation, and workflow enhancements.

• Operate under the general supervision of the Revenue Manager without any supervisory responsibilities.

⛳️ Requirements

• Bachelor's degree in Business Administration, Finance, Accounting, Project Management, Contract Management, or a related field; equivalent combinations of education and experience may be considered.

• At least 3 years of experience in contract administration, project setup, project coordination, revenue operations, order management, financial operations, PMO, or similar business operations roles.

• Demonstrated experience in reviewing contracts, purchase orders, proposals, statements of work, or other commercial documents.

• Preferred experience in a regulated environment such as professional services, life sciences, biotechnology, or similar operational settings.

• Strong skills in contract review and interpretation.

• Outstanding organizational and project coordination capabilities.

• Advanced attention to detail and data accuracy.

• Strong analytical and problem-solving skills.

• Capability to identify risks, discrepancies, and compliance issues.

• Excellent written and verbal communication skills.

• Ability to juggle multiple priorities in an exception-driven environment.

• Experience with process documentation, SOP creation, and workflow design.

• A mindset focused on process improvement and continuous enhancement.

• Strong skills in stakeholder management and cross-functional collaboration.

• Proficiency in Microsoft Excel, Word, and enterprise business systems.

• Ability to work independently with minimal supervision.

• Preferred certifications: CCCM, CPCM, PMP, or similar.

• Preferred experience with NetSuite or comparable ERP platforms.

• Preferred experience in supporting revenue operations, accounts receivable, project accounting, or contract lifecycle management.

• Previous experience in life sciences, CRO, pharmaceutical, biotechnology, or regulated environments is preferred.

• Familiarity with revenue recognition, forecasting, billing, or project financial workflows is preferred.

• Ability to work during established core hours.

• Availability for occasional weekends, holidays, and evenings.

• Capacity to work upright and/or stationary for up to eight hours daily.

• Ability to lift and carry up to 20 pounds.

• Regular and consistent attendance is expected.

🏝️ Benefits

• Medical Insurance (HDHP with HSA; PPO).

• Dental Insurance.

• Vision Insurance.

• Flexible Spending Account (medical; dependent care).

• Short Term Disability.

• Long Term Disability Life Insurance.

• Paid Time Off (4 weeks per year).

• Parental Leave.

• Paid Holidays (9 scheduled; 5 floating).

• 401k with Employer Match.

• Employee Referral Program.

• Flexible hours.

• Ability to work remotely.