Project Coordinator

About HipTen 

Hi there, we’re HipTen! We’re a Salesforce implementation partner focused on providing outstanding Salesforce CRM solutions exclusively to the insurance industry. 

We’re a fully remote, global team of 8. We’re highly collaborative, driven, and passionate about the work we do & clients we care for. We are excited to add a Project Coordinator to our team. 

About The Role 

As our Project Coordinator, you will work closely with our internal teams to help drive projects, streamline operations, and keep things running smoothly. 

• Support Project Lead and Delivery Team to drive client success:

  • Coordinate and book all internal and client meetings

    Upload meeting recordings and share them with clients as requested

  • Log support tickets with tech vendors

  • Run daily huddle meetings 

  • Coordinate work internally with the technical team members and ensure budgets are not exceeded 

  • Tracking and following up on outstanding items from clients 

  • Run monthly invoicing 

  • Check time logs each week for adherence to KPIs 

  • Setup projects and input key details, dates, and deliverables into the system 

  • Respond to emails from customers

  • Send weekly project status reports 

  • Review the Assignment Queue each day and update due dates/priorities 

• Keep project stakeholders in the know: everyone knows what is happening and when, and the project coordinator is communicating proactively each day to achieve this. 

• Get projects done right: streamline and focus team communication about current work tasks to ensure delivery happens on time, within budget, and in scope 

  • Review all current team actions and milestones for projects daily and confirm on time/on track to complete 

• Keep the ball in our court: communicate with our clients to solicit approval of change requests, documentation, and resolve blockers as directed by Project Lead 

Core KPIs: 

• Milestones delivered on time & within budget 

• MSA hours utilization 

• Log 80% billable hours per week 

You’ll be a great fit if you… 

• Have strong written, verbal, and presentation skills 

• Familiar with Agile methodology 

• Love people and clients 

• Ability to learn new software quickly 

• Independent, self-directed, and driven 

• Organized 

• Detail-oriented 

• For this role, a Finisher is better than a Starter

Experience Required: 

• Experience with task management, scheduling, and tracking project milestones. 

• Experience with organizing and coordinating meetings, including scheduling, preparing agendas, and following up on action items. 

• Experience in a fast-paced environment with the ability to adapt to changing project needs and priorities. 

Nice to have but not required: 

• 3+ years of experience in project coordination 

• Experience in coordinating teams and clients 

• Experience in Salesforce or SaaS project 

• Proven success in a corporate setting, working with all levels of management 

• Experience with Salesforce CRM or Insurance would be highly advantageous 

Certifications: 

Not required but would be considered an asset 

• PMP 

• SAFe Scrum 

• Salesforce certifications 

Benefits of Joining Our Team 

• Flexible, remote work environment 

• Competitive salary 

• Paid Time Off 

Here’s a bit about us & why we exist… 

Our Purpose: Empower clients and exceed expectations

Our Niche: Elevating Insurance experiences with Salesforce 

Our Values: 

1. Commit to Excellence 

   Passion drives us to deliver the best solutions with relentless energy and efficiency for impactful outcomes. 

2. Enjoy the Journey 

   We infuse every interaction with warmth, relatability, and positivity, we create an environment where kindness and appreciation thrive. 

3. Communicate Effectively 

   With clear and mindful dialogue, we build trust and understanding, ensuring our message is compelling and resonates deeply. 

4. Always Improving 

   We embrace feedback and foster growth, continuously learning, adapting, and mentoring for excellence. 

5. Stronger Together 

   We are dedicated to empowering our team and clients, fostering a supportive environment built on trust and collaboration. 

Clients First 

Our clients' best interests are at the center of everything we do. We strive to exceed their expectations and deliver exceptional value.

HipTen asks respectfully to only apply through the application form and not email/apply to them directly. Recruiters and Agencies please do not contact HipTen directly.