Job Description
Job Description
Professional Services Coordinator – Software Implementations (Payments / ERP / AP Automation)
Position Summary
We are seeking a detail-oriented and proactive Professional Services Coordinator to support our client-facing implementation and onboarding teams. This role plays a critical part in ensuring client readiness, maintaining go-live discipline, and driving internal alignment across Professional Services.
The ideal candidate is organized, customer-centric, and comfortable balancing client deliverables with internal coordination. You will help ensure that customers have a smooth path to launch while also partnering with leadership to streamline project operations.
Responsibilities
- Conduct and document client health checks at key implementation milestones
- Manage and validate go-live readiness using established checklists and gating criteria
- Review, organize, and maintain product documentation and onboarding materials
- Ensure completion and accuracy of go-live checklists, identifying and escalating any blockers
- Collaborate with project managers and onboarding teams to track progress toward go-live
- Identify risks to successful launch and proactively surface issues to internal stakeholders
- Train team members on Go Live processes
- Partner with leadership on project prioritization and task scheduling
- Track and report on resource utilization, client milestones, and onboarding timelines
- Support project organization through task tracking, internal updates, and meeting coordination
- Participate in select client kickoff meetings to ensure smooth handoff and alignment
- Assist in generating weekly reports and dashboards on implementation progress and team bandwidth
Qualifications
- 2+ years in a professional services, implementation, or customer-facing operations role
- Strong organizational and project coordination skills
- Excellent verbal and written communication abilities
- Proficiency with project tools (e.g., Jira, Asana, Monday.com, Smartsheet, or similar)
- Experience with client onboarding, checklists, or SaaS go-live processes preferred
- Self-starter with high attention to detail and ability to manage multiple tasks across teams
Preferred Attributes
- Familiarity with SaaS or ERP implementation cycles
- Experience collaborating across customer success, product, and engineering teams
- Ability to identify patterns and propose process improvements
- Comfortable supporting internal reporting and documentation standards
Why Join Us?
This is an opportunity to work at the intersection of customer success and operational excellence, where your coordination skills will directly impact client satisfaction and the success of our implementations. You'll join a collaborative, fast-paced team focused on driving real outcomes for customers.