Onboarding Project Coordinator

Bachelor’s degree in Business Administration, Project Management, or a related field preferred. 2+ years of experience in project management, client onboarding, or a similar role. Strong proficiency in Salesforce and project management tools such as Asana. Excellent organizational skills and attention to detail. Strong communication and problem-solving abilities. Ability to manage multiple projects and deadlines in a fast-paced environment.

Address client inquiries and proactively follow up with unresponsive clients. Oversee client form intake, log data in Salesforce, and track client readiness. Coordinate with accounting to validate Stripe payment setups, ensuring correct billing configurations before client activation. Ensure accuracy in billing terms, pricing, and payment schedules before invoicing, identifying discrepancies early Create and send adhoc contract adjustments to clients in onboarding. Maintain Salesforce data integrity, ensuring accuracy in work orders, launch dates, and missing details. Regularly update and clean internal project management tools such as Asana. Project manage ad hoc initiatives to support team objectives.