Project & Services Coordinator

Summary

InSource Solutions is an industrial software solutions provider and AVEVA partner that delivers services and solutions for operational optimization and digital transformation. The Project & Services Coordinator supports professional services projects from sales-to-delivery transition through execution and closeout by coordinating resources, maintaining project data, supporting invoicing and reporting, and improving operational processes.

Responsibilities

• Work collaboratively with internal and client project resources to establish, organize, and administer professional services projects
• Engage clients and internal teams, including Sales, Client Services, and Delivery, to ensure the timely and effective transition of projects from Sales to Delivery
• Work with project stakeholders to understand schedules, resource requirements, and required skill sets. Coordinate with the professional services team to align appropriate resources for project execution
• Establish required project infrastructure and communicate execution plans, schedules, responsibilities, and relevant project information to internal and client stakeholders
• Monitor project progress and help ensure the accuracy and quality of time, financial, labor, resource, and other project data maintained within company information systems
• Maintain Services Resource Allocation and Forecast schedules to support effective planning and utilization of professional services resources
• Work with Delivery Managers and Client Services to ensure services orders are invoiced in accordance with contract terms and project completion requirements
• Coordinate with clients and internal teams to support the timely and effective closure of completed projects
• Coordinate the transition of completed engagements from Delivery to Client Success when applicable, helping maintain continuity in the overall client experience
• Work with the Client Experience team to assemble and review results from Client Satisfaction surveys and follow-up calls associated with completed projects
• Work with Delivery Managers and the Sales team to facilitate project estimating and proposal generation
• Maintain performance reporting for professional services activities and provide accurate information to support operational and management decision-making
• Run and analyze financial, labor, and resource reports and use the resulting information to support continuously improving project and resource-management decisions
• Identify opportunities to improve project administration, reporting, resource coordination, and related services processes

Skills

• Strong attention to detail with excellent organizational and follow-through skills
• Strong analytical, critical-thinking, and troubleshooting capabilities
• Ability to analyze financial, labor, time, and other resource information to support effective decision-making
• Excellent interpersonal, written, and verbal communication skills
• Ability to coordinate effectively across Sales, Client Services, Delivery, Client Success, and client teams
• Strong project administration and coordination skills with the ability to manage multiple priorities and deadlines
• Proficiency with Microsoft Excel and other Microsoft 365 business applications
• Ability to maintain accurate project, financial, resource, and performance information
• Strong initiative with the ability to anticipate, plan for, and resolve issues
• Self-motivated approach to continuous learning and professional development
• Ability and willingness to share knowledge and support the success of others
• Strong professional judgment and discretion, with consistent attention to company data privacy and confidentiality
• Ability to work independently while collaborating effectively with cross-functional teams
• Bachelor's degree from a four-year university, preferably in a technical discipline, or an equivalent combination of demonstrated skills, education, and relevant work experience
• 2–5 years of relevant professional experience
• Professional services-based administrative or project coordination experience
• Demonstrated experience running, analyzing, and improving financial, labor, and resource reports
• Demonstrated analytical, critical-thinking, and troubleshooting experience
• Experience supporting estimating, proposal development, invoicing, or services operations is beneficial
• No direct supervisory responsibility
• Ability to work in a general office or home-office environment and participate in video meetings as required
• Ability to perform work that may involve standing, walking, climbing stairs, light lifting, sitting, and occasional exposure to elevated noise levels
• Ability to travel occasionally for business as required
• Familiarity with manufacturing and industrial environments is preferred
• Experience with NetSuite ERP is preferred
• Experience with Smartsheet project management software is preferred
• Experience supporting project setup, resource coordination, project tracking, or project closeout activities is preferred
• Experience training others and supporting team development is preferred

Qualifications

Must Haves

• Strong attention to detail with excellent organizational and follow-through skills
• Strong analytical, critical-thinking, and troubleshooting capabilities
• Ability to analyze financial, labor, time, and other resource information to support effective decision-making
• Excellent interpersonal, written, and verbal communication skills
• Ability to coordinate effectively across Sales, Client Services, Delivery, Client Success, and client teams
• Strong project administration and coordination skills with the ability to manage multiple priorities and deadlines
• Proficiency with Microsoft Excel and other Microsoft 365 business applications
• Ability to maintain accurate project, financial, resource, and performance information
• Strong initiative with the ability to anticipate, plan for, and resolve issues
• Self-motivated approach to continuous learning and professional development
• Ability and willingness to share knowledge and support the success of others
• Strong professional judgment and discretion, with consistent attention to company data privacy and confidentiality
• Ability to work independently while collaborating effectively with cross-functional teams
• Bachelor's degree from a four-year university, preferably in a technical discipline, or an equivalent combination of demonstrated skills, education, and relevant work experience
• 2–5 years of relevant professional experience
• Professional services-based administrative or project coordination experience
• Demonstrated experience running, analyzing, and improving financial, labor, and resource reports
• Demonstrated analytical, critical-thinking, and troubleshooting experience
• Experience supporting estimating, proposal development, invoicing, or services operations is beneficial
• No direct supervisory responsibility
• Ability to work in a general office or home-office environment and participate in video meetings as required
• Ability to perform work that may involve standing, walking, climbing stairs, light lifting, sitting, and occasional exposure to elevated noise levels
• Ability to travel occasionally for business as required

Nice to Haves

• Familiarity with manufacturing and industrial environments is preferred
• Experience with NetSuite ERP is preferred
• Experience with Smartsheet project management software is preferred
• Experience supporting project setup, resource coordination, project tracking, or project closeout activities is preferred
• Experience training others and supporting team development is preferred