SaaS Project Onboarding Lead
SaaS Project Onboarding Lead
kmc careers- Posted 3 days ago
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Job Description
About the job XTN-7FE0662 | PROJECT COORDINATOR
The Project Coordinator supports the CS team in overseeing customer projects to successful completion. This role ensures smooth project operations and closely coordinates tasks between various teams within Customer Success, including Customer Success Managers (CSMs), Implementation Specialists, Data Migration Specialists, Front-End Developers, and QA team members.
The Project Coordinator participates in all phases of onboarding activities for our SaaS customers. Acting as a point of contact for project team members, stakeholders, and external parties. The position is responsible for all open projects and milestones, helping the team meet or exceed project deadlines.
The ideal candidate is organized, with strong project management abilities, technical aptitude, and relationship-building skills. Effective cross-functional collaboration is essential to maximize customer success and outcomes.
Health Insurance/HMO
Diverse learning & growth opportunities
Accessible Cloud HR platform (Sprout)
Above standard leaves
Collaborate cross functionally to facilitate high-level discussions and explain concepts comprehensively
Provide daily oversight to ensure the project plan progresses according to schedule
Understand customer product contracts and execute against a defined schedule
Schedule and facilitate project meetings, including preparing agendas and documenting meeting outcomes
Communicate project updates and changes to relevant parties in a timely manner.
Create and maintain comprehensive project documentation.
Develop a detailed project plan as needed and monitor progress for on time execution and deliverables.
Collaborate with the team to identify issues and help overcome them to complete open projects
Work with the Engineering and product team to resolve issues or document any new custom use case(s).
Maintain and track all projects using the project management platform indicated by management (e.g. ClickUp, Jira), ensuring the creation of appropriate and necessary documentation.
As necessary, coordinate and run internal sales/customer success handoff and implementation kickoff deck and call with customers.
Be a SOCi expert and discuss or educate on any nuance of the product internally and externally
Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed
Develop credibility and earn customer trust by demonstrating expertise, professionalism and an ability to listen, digest and offer solutions
4+ years of experience in a customer-facing role for a technology company (preferably SaaS)
Highly organized and high attention to detail
Exceptional written and verbal communication skills, with strong interpersonal abilities and proven success in cross-functional collaboration
Demonstrated success in managing customer integration projects to achieve positive outcomes and accelerated Time to Value
Strong conflict management skills, with proven team leadership and effective meeting facilitation abilities
Proficient with Excel/spreadsheet tracking programs, and any experience with CRM or SaaS support software is a plus
Ability to problem-solve and generate creative solutions to onboarding challenges, while working effectively with team members
Ability to multi-task and manage competing priorities and a diverse workload, while achieving results in a fast-paced, deadline-driven environment
Strong organizational and presentation skills
Proven ability to manage multiple onboarding projects with keen prioritization and multitasking abilities
The Project Coordinator supports the CS team in overseeing customer projects to successful completion. This role ensures smooth project operations and closely coordinates tasks between various teams within Customer Success, including Customer Success Managers (CSMs), Implementation Specialists, Data Migration Specialists, Front-End Developers, and QA team members.
The Project Coordinator participates in all phases of onboarding activities for our SaaS customers. Acting as a point of contact for project team members, stakeholders, and external parties. The position is responsible for all open projects and milestones, helping the team meet or exceed project deadlines.
The ideal candidate is organized, with strong project management abilities, technical aptitude, and relationship-building skills. Effective cross-functional collaboration is essential to maximize customer success and outcomes.
Health Insurance/HMO
Diverse learning & growth opportunities
Accessible Cloud HR platform (Sprout)
Above standard leaves
Collaborate cross functionally to facilitate high-level discussions and explain concepts comprehensively
Provide daily oversight to ensure the project plan progresses according to schedule
Understand customer product contracts and execute against a defined schedule
Schedule and facilitate project meetings, including preparing agendas and documenting meeting outcomes
Communicate project updates and changes to relevant parties in a timely manner.
Create and maintain comprehensive project documentation.
Develop a detailed project plan as needed and monitor progress for on time execution and deliverables.
Collaborate with the team to identify issues and help overcome them to complete open projects
Work with the Engineering and product team to resolve issues or document any new custom use case(s).
Maintain and track all projects using the project management platform indicated by management (e.g. ClickUp, Jira), ensuring the creation of appropriate and necessary documentation.
As necessary, coordinate and run internal sales/customer success handoff and implementation kickoff deck and call with customers.
Be a SOCi expert and discuss or educate on any nuance of the product internally and externally
Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed
Develop credibility and earn customer trust by demonstrating expertise, professionalism and an ability to listen, digest and offer solutions
4+ years of experience in a customer-facing role for a technology company (preferably SaaS)
Highly organized and high attention to detail
Exceptional written and verbal communication skills, with strong interpersonal abilities and proven success in cross-functional collaboration
Demonstrated success in managing customer integration projects to achieve positive outcomes and accelerated Time to Value
Strong conflict management skills, with proven team leadership and effective meeting facilitation abilities
Proficient with Excel/spreadsheet tracking programs, and any experience with CRM or SaaS support software is a plus
Ability to problem-solve and generate creative solutions to onboarding challenges, while working effectively with team members
Ability to multi-task and manage competing priorities and a diverse workload, while achieving results in a fast-paced, deadline-driven environment
Strong organizational and presentation skills
Proven ability to manage multiple onboarding projects with keen prioritization and multitasking abilities
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