Enterprise Onboarding Coordinator

Pearl

1d•Remote

About The Position

The Enterprise Onboarding Coordinator is an internal support role on Pearl's Enterprise Onboarding team, focused on keeping our elite DSO accounts moving. This is primarily a behind-the-scenes execution role: maintaining project documentation, tracking action items across workstreams, updating systems, and ensuring nothing slips between meetings. You'll work closely with the Enterprise Onboarding Manager and cross-functional teammates — not running accounts directly, but making sure the team has everything it needs to keep large, complex rollouts on track. Some light customer-facing interaction is part of the role (scheduling, follow-up emails, coordinating logistics), but the core of this work is internal. This role is intentionally designed as a growth position. The right candidate will learn enterprise onboarding from the ground up — developing the systems fluency, stakeholder awareness, and project management skills needed to grow into a full Project Manager role over time. If you're organized, detail-obsessed, and motivated to build a career in enterprise implementation, this is the launchpad.

Requirements

3-5 years of experience in an administrative, project coordination, or operations support role — ideally in a SaaS, healthtech, or fast-paced startup environment
Exceptional attention to detail; you catch things others miss and take documentation seriously
Strong written communication skills — you can write a clear, professional email or status update without much direction
Comfort managing multiple open workstreams simultaneously and knowing how to prioritize
Proficiency with tools like HubSpot, Notion, Google Workspace, and Slack (or a demonstrated ability to pick up new tools quickly)
Genuine interest in growing into a project management or customer-facing implementation role — this matters as much as your current experience

Nice To Haves

Experience supporting enterprise onboarding, implementation, or customer success teams
Familiarity with large DSO or multi-site healthcare operations
Exposure to project management frameworks (RAID logs, RACI, milestone tracking)
Any experience owning a workstream end-to-end — even informally

Responsibilities

Maintain RAID logs, action item trackers, go-live checklists, and project status documents across multiple active enterprise accounts
Keep HubSpot and Notion records current — logging updates, capturing decisions, and ensuring documentation reflects the latest state of each onboarding
Prepare weekly status summaries and project health snapshots for the Onboarding Manager to use in leadership reviews and account check-ins
Organize and file onboarding artifacts (meeting notes, training materials, customer comms) so the team can find what it needs quickly
Monitor open action items from meetings and project logs; send reminders and flag overdue items to the appropriate owner
Track commitments made by both Pearl and customer stakeholders; surface blockers to the Onboarding Manager before they become delays
Coordinate across internal teams (CS, Product, Engineering, Legal) to chase down inputs, approvals, and dependencies
Execute repeatable steps in the onboarding workflow — scheduling training sessions, distributing materials, tracking completion rates by location
Maintain rollout trackers for phased, multi-location DSO deployments; validate office-level data and flag discrepancies
Support preparation and quality review of onboarding deliverables (guides, trackers, templates) before they go to customers or leadership
Assist with logistics coordination for customer-facing milestones: kickoffs, training calendars, go-live confirmations
Draft routine customer communications — scheduling emails, training reminders, go-live follow-ups — for Onboarding Manager review and send
Serve as a coordination point for low-complexity customer requests (e.g., rescheduling, document delivery, logistics questions)
Join customer calls occasionally to take notes, track action items, and capture follow-ups
Over time, begin building direct relationships with customer contacts as you develop toward a PM scope