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The Project Coordinator supports the Customer Onboarding team by managing project intake, staffing, and documentation from initiation through execution. They maintain project records, coordinate across cross-functional teams, and ensure system readiness within tools like Salesforce, Smartsheet, and NetSuite.
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FinThrive |
Job Description: Project Coordinator |
Job Description
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Position Title: |
Project Coordinator |
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Business Unit: |
Customer Experience |
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Department: |
Onboarding |
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Reports to: |
PMO Administrator |
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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.
About FinThrive
FinThrive is advancing the healthcare economy.
For the most recent information on FinThrive’s vision for healthcare revenue management visit finthrive.com/why-finthrive
Award-winning Culture of Customer-centricity and Reliability
At FinThrive we’re proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at https://finthrive.com/careers#culture
Our Perks and Benefits
FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits.
· Professional development opportunities
· Term life, Accidental & Medical Insurance
· Meal and Transport arrangements
FinThrive’s Core Values and Expectations
· Demonstrate integrity and ethics in day-to-day tasks and decision-making, adhere to FinThrive’s core values of being Customer-Centric, Agile, Reliable, and Engaged, operate effectively in the FinThrive environment and the environment of the workgroup, maintain a focus on self-development and seek out continuous feedback and learning opportunities
· Support FinThrive’s Compliance Program by adhering to policies and procedures about HIPAA, GLBA, FCRA, and other laws applicable to FinThrive’s business practices; this includes becoming familiar with FinThrive’s Code of Ethics, attending training as required, notifying management or FinThrive’s Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations.
FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.
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