Consulting Operations Coordinator

 Posted 2 hours ago
     
2-5 years experience
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AI Summary

The role involves verifying SOWs and change orders to create and update projects and budgets within Salesforce. It also requires coordinating with project management, sales, and accounting teams to ensure accurate timecard submission and data validation.

Are you looking for a role that motivates and challenges you? Are you ready for an opportunity for growth? Do you want to work on teams where people roll up their sleeves to take on tough problems together, and regularly blow the doors off our clients with their outstanding teamwork? If you answered yes to those questions, 3Cloud might just be for you!

At 3Cloud, we hire people who aren’t afraid to experiment or fail. We hire people who are willing to give direct and candid feedback to their managers, leaders, and team members. We hire people who jump at those opportunities because they care about our collective growth and success. We hire people who challenge and hold each other accountable for living 3Cloud’s core values because they know that it will result in amazing experiences and solutions for our clients and each other.

Responsibilities:

  • Review and verify all signed SOW’s and Change Orders to project estimates for accuracy.
  • Create projects in SalesForce for verified SOW’s.
  • Update project and project budgets for verified change orders.
  • Coordinate with and support our Project Management team, Resource Planning team, and Sales team throughout the engagement delivery cycle.
  • Assist with onboarding and offboarding team members in SalesForce.
  • Respond to support cases filed by stakeholders.
  • Support our delivery team to ensure timely and accurate timecard submission.
  • Support our contract management system (CLM).
  • Validate data in Salesforce/Certinia using provided audit reports, update data as needed.
  • Support our Accounting and Billing team by processing corrections to projects and timecards as needed.
  • Backup the Accounting team on our corporate travel and expense processing systems Expensify and Navan.
  • Recommend and implement process and automation improvements to prevent errors and gain efficiency.
  • Synergy Timecard tracking
  • Assist in integration tasks

Requirements:

  • Minimum of 3 years of experience in a sales and/or project coordinator role.
  • Bachelor’s degree preferred.
  • Ability to work during US business hours.
  • Experience in Salesforce/Certinia preferred.
  • Excellent communication skills: you are articulate, straightforward, thoughtful and consistent.
  • Strong attention to detail, with strong analytical skills.
  • A passion for using technology to solve problems.
  • A natural inclination for building and fostering relationships with clients and project teams.
  • A love for problem-solving - you can prioritize tasks, manage time effectively and can guide a team through the issue resolution process.
  • The ability to multitask, juggling multiple concurrent streams of work and ensuring success for all of them.
  • Proficient in Microsoft Office 365.
  • Experience in Professional Services business model. Microsoft services a plus.
Full-time employment 
📌 Remote in Philippines

This Job Posting will expire on Monday, September 30, 2024. 

Don’t meet every single requirement? At 3Cloud we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway.

At this time, we cannot sponsor applicants for work visas.

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