FinThrive
Job Description: Project Coordinator
Job Description
Position Title:
Project Coordinator
Business Unit:
Customer Experience
Department:
Onboarding
Reports to:
PMO Administrator
Location:
Remote
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Summary
The Project Coordinator supports FinThrive's Customer Onboarding team by helping move projects from intake through initiation. This role coordinates staffing, prepares project toolkits, maintains project data, supports system setup, and works with cross-functional teams to ensure projects are ready for successful execution.
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Essential Duties & Responsibilities
Coordinate project intake and staffing for new implementations, upsells, migrations, conversions, and reimplementation projects.
Review contracts, Salesforce opportunities, and project documentation to confirm scope and resolve discrepancies.
Maintain project records, staffing updates, resource assignments, and initiation status.
Request and track project manager and implementation team assignments.
Prepare and send project initiation communications with key project details and assignments.
Build and maintain Smartsheet implementation toolkits and project plans.
Support NetSuite project setup, resource assignments, and troubleshooting.
Coordinate Solutions Services Engagement requests and related system updates.
Facilitate staffing discussions and follow up on open action items.
Monitor shared PMO inboxes and route requests to the appropriate teams.
Perform data quality reviews across Salesforce, Smartsheet, NetSuite, and reporting tools.
Maintain PMO procedures, templates, guides, and reference materials.
Partner with Sales, Customer Success, Finance, Product, and Implementation teams to support project readiness.
Assist with reporting, process improvements, and other PMO initiatives.
Pmo Administrative support
Minimum Requirements & Competencies
2+ years of experience in project coordination, administration, operations, onboarding, or a related field.
Strong organizational, time management, and multitasking skills.
Excellent written and verbal communication skills.
Attention to detail and ability to work across multiple systems and data sources.
Strong problem-solving and follow-up skills.
Ability to collaborate effectively across teams.
Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook, Teams).
Ability to learn and use systems such as Smartsheet, Salesforce, NetSuite, and Power BI.
Bachelor's degree or equivalent combination of education and experience.
Preferred Skills
Experience supporting a PMO, onboarding, implementation, or healthcare technology organization.
Experience with Smartsheet, Salesforce, NetSuite, Power BI, or similar platforms.
Experience coordinating project staffing, project plans, and onboarding activities.
Familiarity with healthcare revenue cycle management, software implementation, or professional services.