ROLE SUMMARY

As a Project Coordinator / Assistant, you will work with the team to support the company’s professional services projects and internal operations. You will support the team in providing excellent service to our customers and by helping our consulting team predictably deliver from start to finish.

SCHEDULE: 9 AM – 6 PM Central Standard Time, follows Philippine Holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

·       Schedule internal and customer meetings, take notes and record action items, and follow up with internal and external stakeholders

·       Manage internal calendars

·       Monitor project milestones, blockers, and updates and ensure projects remain on track

·       Follow up with customers and the internal team on project progress and deliverables

·       Consolidate customer project reports and dashboards

·       Review deliverable documents for spelling, grammar, and format

·       Handle invoicing projects as they close

·       Complete expense reports and reimbursements

·       Update and maintain customer and internal documents and reports

·       Document and manage internal processes

·       Answer phones / check for voicemail messages

·       Review and direct incoming mail

·       Post content to social media & update profiles

·       Update and report on CRM activity

QUALIFICATIONS

·       A Bachelor’s degree in the related field

·       Experience working directly with consulting customers (large and mid-market)

·       Able to balance multiple projects simultaneously

·       Excellent technical writing and editing skills, for review of proposals and customer-facing deliverable documents

·       Excellent written and verbal communication skills as this is a customer-facing role

·       Proficient in Microsoft Office (especially PowerPoint, Excel, Word, and Teams)

·       Proficient in major CRMs (especially HubSpot, and Salesforce)

·       Experience in a multi-client environment

·       Proficient in company research

·       Aptitude in the documentation of key customer and internal processes

·       Ability to work both independently and collaboratively to drive desired outcomes

·       Professional self-starter and able to work collaboratively

·       Project a professional image and strong business insight during customer interactions

·       Ability to stay organized and work efficiently

·       Ability to facilitate connections and collaborate effectively to leverage internal and external resources in service to customers