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
- Assist in developing and maintaining project plans.
- 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
- 3+ years of experience in coordinating or managing projects
- 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
