Project Coordinator

Project Management | Full-Time | Benefits

Duties & Responsibilities

  • Manage all aspects of upgrade and professional services projects from initial kick-off to go-live.
  • Oversee 30-40 short/long-term projects for multiple applications.
  • Follow a prescribed roll-out plan and make real time updates within your project disposition.
  • Provide an overview of the implementation process, review system and installation requirements, and determine the best course of action to upgrade/implement the product.
  • Review pre-installation surveys and obtain information needed for installation/configuration.
  • Note key resources involved and initiate Mutual Non-Disclosure Agreement (MNDA).
  • Review hardware components and ensure the order is processed in a timely manner.
  • Deliver OVA server and instructions via secure email.
  • Confirm 3rd party system integration is enabled.
  • Coordinate/lead project status calls to review issues, concerns, questions and discuss next steps.
  • Conduct project meetings, customer calls/follow-ups in a professional and courteous manner.
  • Coordinate all technical resources and client engagements.
  • Drive projects to completion on time and within budget.
  • Define expectations and timelines to keep the project moving and confirm FI adheres to the deadlines.
  • Prioritize, organize, and update projects accordingly and in time for the weekly scrum/project meetings.
  • Oversee the upgrade and dedicated support billable queues for new project opportunities.
  • Respond to project requests within 24 hours.
  • Send weekly follow-up emails and reminders to customers to check on the project status/progress.
  • Assess stalled and/or customer hold projects and initiate communication to get the projects moving.
  • Provide training materials and documentation.
  • Triage client issues when appropriate and engage the necessary resources.
  • Manage the lifecycle of all technical issues arising out of your projects.
  • Ensure projects are invoiced in a timely manner and/or the invoice date.
  • Interface with the Support, Installations, Digital, QA, Development, Design, and other teams as needed.
  • Participate in daily/weekly scrums to review progress, issues, and next steps.
  • Provide deployment projections and meet prescribed company goals.
  • Establish project/outlook templates when necessary.
  • Assist with order proposal preparation as needed.
  • Advocate for the client and provide an exceptional client experience.
  • Offer excellent problem-solving and abstract thinking skills.
  • Provision and on-board clients with 3rd parties.
  • Adhere to company security policies and protocols.

Knowledge, Skills and Abilities

  • Exceptional people skills
  • Organizational savvy
  • Ability to work independently
  • Ability to manage time effectively
  • Effective communication skills
  • Creative thinking and problem solving
  • Team player
  • Ability to find ways around obstacles
  • Positive outlook
  • Ability to cast a vision for those you manage
  • Ability to work expeditiously
  • Technical savvy
  • Ability to manage multiple projects at once
  • Good grasp of Outlook, Excel, Word, and other Microsoft applications
  • Quick learner
  • Financial industry background a plus
  • Bank/Credit Union operational and item processing experience a plus

Credentials & Experience

  • Some higher education, particularly in technical and/or project management training is preferred, or equivalent work experience.

Why Work Here?

We’re a dynamic company with a unique culture centered on professionalism and respect, set in a relaxed workplace.