Resource Coordinator

Crosslake Technologies LLC

8d • Remote

About The Position

The Resource Coordinator supports the Resource Operations team in managing and scheduling resources for client engagements. The role maintains an accurate, current view of resource availability, skills, project status, and timelines by communicating with practitioners and updating Salesforce, Suite Projects Pro, and internal tracking tools. The coordinator supports the Resource Manager with reporting, administration, staffing research, and practitioner onboarding. This is a fully remote, US-based role requiring autonomous workload management and collaboration with the team through Slack, email, and Zoom.

Requirements

• Excellent written and verbal communication skills, including the ability to provide concise summaries and relay details efficiently to senior stakeholders.
• Strong organization and prioritization skills; ability to manage multiple concurrent requests and shifting timelines in a fast-paced, deal-driven environment.
• Ability to gather information from multiple sources, reconcile discrepancies, and maintain a holistic view of team, project, and operational needs.
• Strong attention to detail and a data-hygiene mindset, including maintaining accuracy across systems and spotting inconsistencies.
• Problem-solving ability, including surfacing conflicts early and proposing practical options and trade-offs.
• Initiative and a collaborative, willing attitude.
• Proficiency with Microsoft tools, particularly Excel and Outlook.
• Comfort learning and working across systems such as Salesforce, Suite Projects Pro, and internal skills and availability tools.
• Ability to build productive relationships across diverse stakeholder groups and adapt to varying working styles, communication preferences, and priorities.
• Experience dealing with varying levels of seniority.
• Ability to learn basic terminology quickly.
• Experience in resource coordination, scheduling, staffing operations, project coordination, or professional services operations is highly desirable.

Nice To Haves

• Experience in Private Equity, M&A, Professional Services, and/or Technology is a bonus but not required.
• Interest in identifying opportunities to improve templates, taxonomies, and workflows to increase accuracy and reduce turnaround time; process improvement is encouraged but not required.

Responsibilities

• Update relevant systems promptly with confirmed changes to resource availability, project status, timelines, and commitments, and communicate staffing implications and context to internal stakeholders.
• Proactively contact practitioners to confirm availability, project status, and commitments, and follow up on missing or outdated information.
• Maintain accurate practitioner skills, expertise, and project-assignment data across internal systems.
• Coordinate practitioner onboarding, including drafting contractor agreements, submitting systems onboarding requests, and scheduling orientation activities.
• Identify practitioners whose expertise and experience match project requirements and present suitable options to the Resource Manager for staffing decisions.
• Report on daily global resourcing availability.
• Support the Resource Manager and stakeholders with accurate resourcing information and administration.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed