Job Description

***This position is not within the Accordus company, but is a placement type role for another company.***

Job Title: Client Project Coordinator

Reports To: EVP

Location: Fully Remote

Position Type: Part-time (25 - 30 hours/week) 

Job Summary

We are seeking a highly organized and client-focused Client Project Coordinator to manage the successful execution of small to medium-sized projects for existing clients. This role is pivotal in the Inside Sales process, ensuring that once a client approves a quote for services, the project is delivered on time, within scope, and to the client's complete satisfaction. The coordinator will manage a dedicated "Inside Sale Project" list within ClickUp, where each approved quote becomes a milestone. You will be responsible for the entire project lifecycle, from task creation and sprint coordination to quality assurance and final project closeout.

Key Responsibilities

Project & Task Management:
● Serve as the primary stakeholder for all approved inside sales projects.
● Translate approved client quotes into detailed milestones and actionable tasks within the
master "Inside Sale Project" list in ClickUp.
● Ensure every task is created with a detailed description, due date, time estimate, priority
level, and all other required fields as outlined in our ClickUp Master Guidelines.
● Properly tag tasks for the appropriate Operations Pod (e.g., Tech Ops, DevOps) in
preparation for Sprint Planning.

Sprint & Resource Coordination:
● Prepare and queue tasks for upcoming sprints by assigning the "Next Sprint" status.
● Collaborate with the Scrum Master to ensure tasks are "sprint-ready" with all necessary
documentation.
● Track task progress throughout the bi-weekly sprint, ensuring assignees are working in
order of priority.

Quality Assurance & Delivery:
● Conduct thorough quality assurance on all delivered work. When a task is moved to
"Work Delivered," you will perform a comprehensive review to ensure it meets the
requirements of the original quote.
● Manage the revisions process by moving tasks to "Revisions Needed" with clear actionable feedback for the assignee.
● Verify all work is sufficient and meets client expectations before moving a task to "Work
Completed."

Client Communication & Satisfaction:
● Act as the primary point of contact for the client throughout the project lifecycle,
managing all communications through ClickUp.
● Proactively keep clients informed of project progress, potential blockers, and timelines.
● Obtain client verification and satisfaction upon project completion.
● Address and manage any scope increases by communicating with the client, generating
estimates for new work, and following the proper approval process.

Process Adherence & Closeout:
● Strictly adhere to all company project management processes documented in the
ClickUp Master Guidelines.
● Manage the complete project closeout procedure, including obtaining written client
agreement, notifying the Business Office for final invoicing, requesting a client gift, and
archiving the project milestone.

Qualifications & Skills:
● 2+ years of experience in a project coordination, account management, or client success
role, preferably within a SaaS or technology company.
● Proven experience with project management software is mandatory; extensive
experience with ClickUp is strongly preferred.
● Exceptional organizational skills and meticulous attention to detail.
● Demonstrated ability to manage multiple projects and priorities simultaneously without
sacrificing quality.
● Excellent written and verbal communication skills, with an aptitude for building strong
client relationships.
● A self-starter with the ability to work independently and take ownership of projects from
start to finish.
● Familiarity with sprint-based or agile methodologies is a plus.

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