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:
Commit to Excellence
Passion drives us to deliver the best solutions with relentless energy and efficiency for impactful outcomes.
Enjoy the Journey
We infuse every interaction with warmth, relatability, and positivity, we create an environment where kindness and appreciation thrive.
Communicate Effectively
With clear and mindful dialogue, we build trust and understanding, ensuring our message is compelling and resonates deeply.
Always Improving
We embrace feedback and foster growth, continuously learning, adapting, and mentoring for excellence.
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.
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