Project Coordinator

Foundant + smartsimple

12d

About The Position

This role is responsible for managing project pipelines, administering order forms and contracts, coordinating with clients and stakeholders, and acting as a liaison between various internal teams. The Project Coordinator will ensure the smooth operation of project workflows, maintain accurate data in CRM and project management tools, and facilitate communication to keep projects on track.

Requirements

2–4 years in project coordination, operations, or client services.
Experience managing multiple simultaneous workstreams in a fast-moving environment.
Experience with CRM or project management tools; Salesforce and Rocketlane (or equivalent) experience.

Nice To Haves

SaaS, professional services, or nonprofit sector experience preferred.

Responsibilities

Maintain accurate stage, owner, target close date, and next-action data in the SmartSimple RFS pipeline in Salesforce.
Create and configure Rocketlane projects for new engagements.
Produce weekly pipeline status reports for leadership, highlighting at-risk items and data inconsistencies.
Monitor for multi-week gaps in stage transitions and report blockers.
Route estimates and order forms to clients for signature and track their status.
Coordinate with success managers on discount approvals, pricing corrections, and scope clarifications.
Maintain an audit trail of document versions, approval chains, and signature dates.
Schedule kickoff calls, scoping sessions, and check-in meetings across time zones.
Send follow-up communications to clients regarding pending items.
Serve as the first point of contact for client scheduling and administrative questions during the pre-implementation phase.
Route questions and blockers between Implementation, Sales, and Product teams.
Partner with success managers to ensure smooth handoffs at each stage gate.
Flag misalignments between Salesforce pipeline and Rocketlane project status.