Project Coordinator, National Accounts

Job Description

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