Project Coordinator, National Accounts

4 weeks ago


Arlington, United States IntraFi Network LLC Full time
Job DescriptionJob 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

  • 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


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