Project Coordinator, National Accounts

The Role

The National Accounts Project Coordinator plays a critical role in the successful onboarding of large financial institutions by facilitating collaboration among various departments (Sales, IT, Client Services) in a smooth and effective manner. The ideal candidate will have excellent communication and organizational skills, as well as experience in project management.

Responsibilities

• Developing and maintaining project plans for the successful onboarding of large financial institutions
• Coordinating, monitoring, and tracking project activities, timelines, and milestones.
• Acting as a liaison between Sales, IT, and Client Services to ensure seamless communication and project execution.
• Facilitating meetings and discussions to address project objectives, deliverables, and issues, ensuring stakeholder alignment.
• Assisting in the continuous improvement of the onboarding process by gathering feedback from clients and internal teams.
• Providing ongoing comprehensive progress reports and stakeholder communications.
• Coordinating with IT to ensure technical requirements are accurately understood and implemented.
• Identifying and mitigating project risks.
• Ensuring that all project documentation is complete and up to date.
• Serving as a point of contact between internal and external teams.

Requisite Experience, Skills, and Qualifications

• Bachelor’s degree or equivalent work experience
• Two - five years of applicable experience (financial services industry experience is a plus)
• Ability to work both collaboratively and independently for optimal effectiveness
• Strong critical-thinking and problem-solving skills, coupled with a customer-focused attitude
• Superior organizational and communication skills, with the ability to multitask effectively in a fast-paced environment
• Adaptability and responsiveness to evolving business priorities and new concepts