Project Coordinator

Role Description

• Pipeline and project tracking
  • Own the SmartSimple RFS pipeline in Salesforce — maintain accurate stage, owner, target close date, and next-action data across all active items.
  • Create and configure Rocketlane projects for new engagements, ensuring each project is set up before the handoff to the implementation team.
  • Produce weekly pipeline status reports for leadership, surfacing items at risk of stalling and flagging inconsistencies in stage data.
  • Monitor multi-week gaps in stage transitions and proactively surface blockers to the appropriate implementer or success manager.
• Order form and contract administration
  • Route estimates and order forms to clients for review and signature, tracking status and following up until execution.
  • Coordinate with success managers on discount approvals, pricing corrections, and scope clarifications before documents are sent.
  • Maintain a complete audit trail of document versions, approval chains, and signature dates for each RFS item.
• Client and stakeholder coordination
  • Schedule kickoff calls, scoping sessions, and check-in meetings on behalf of senior implementers, managing calendar coordination across time zones.
  • Send structured follow-up communications to clients on pending items — information requests, confirmations, outstanding signatures — without requiring implementer involvement in routine exchanges.
  • Serve as the first point of contact for scheduling and administrative questions from clients during the pre-implementation phase.
• Cross-functional liaison
  • Route questions and blockers between Implementation, Sales, and Product, reducing the number of ad hoc coordination threads that pull senior ICs out of delivery work.
  • Partner with success managers to ensure smooth handoffs at each stage gate, with all required documentation complete before transition.
  • Flag misalignments between the Salesforce pipeline and Rocketlane project status, keeping systems of record in sync.

Qualifications

• 2–4 years in project coordination, operations, or client services — SaaS, professional services, or nonprofit sector experience preferred.
• Demonstrated track record managing multiple simultaneous workstreams in a fast-moving environment.
• Experience with CRM or project management tools; Salesforce and Rocketlane (or equivalent) experience.

Requirements

• Adaptive Achievement: Nothing falls through the cracks — you maintain clean systems, know where every item stands, and distinguish between what to resolve independently versus escalate.
• Productive Collaboration: You follow up proactively, and represent Foundant professionally in client communication.
• Service Orientation: You keep stakeholders informed and aligned, ensuring client needs drive your priorities.
• Business Insight: You learn tools quickly and use systems of record consistently rather than maintaining shadow spreadsheets.
• Active Learning: You adapt quickly to new tools and processes, continuously improving based on feedback and changing needs.

Benefits

• At the heart of everything we do is a commitment to innovation and making a positive impact.
• We offer competitive salary and benefits, including tuition, and lifestyle reimbursements, and bespoke mindfulness and fitness initiatives.
• With our Flexible PTO policy, you’ll have the freedom to manage your time in a way that supports your personal well-being and professional success.
• We’re committed to your professional and personal development, providing opportunities to collaborate across teams and gain exposure to diverse ideas and projects.
• You’ll enjoy autonomy and responsibility, empowering you to approach your work creatively and independently.
• Employee recognition is a core part of our culture; when you do a great job, we make sure everyone knows about it!