Job description

The Client Project Coordinator ensures proper project setup, initiation, planning, and closure within TR Professional Services, providing necessary processes, reporting, tools, and overall support of both the client and employee experience they need to do their jobs effectively. The Client Project Coordinator will successfully support operations processes, while driving process improvement efforts across the business unit to achieve significant financial, operational, customer satisfaction, and/or employee satisfaction impact.

The members of our Project and Operations Management team are professionals from diverse backgrounds who have built their careers by fostering leading practices in Professional Services both through client-facing project management and delivery, as well as business transformation and innovation constantly working to enhance the future of services-related processes and technology in an age where business interests are increasingly taking on more complex and global dimensions.

About the Role:

In this opportunity, As a Client Resource Manager you will:

Assist in developing project timelines, deliverables, and milestones for client engagements
Serve as a point of contact for clients regarding scheduling, documentation, and general inquiries
Schedule and facilitate client meetings, prepare agendas, document key takeaways, and follow up with clients and internal stakeholders as needed.
Track client feedback and support issue resolution in collaboration with the project team or Project Manager when applicable
Track and update project budgets, expenses, and billable hours, ensuring compliance with financial guidelines
Prepare status reports for Professional Services leadership as well as clients to track and communicate project progress
Hold client check-in meetings on a periodic basis to support subscription services business
Ensure adherence to company and departmental policies and processes, along with industry regulations and client contract terms
Support critical operational areas for Professional Services including, but not limited to, order processing, Statement of Work (SOW) reviews, project data validation and change requests, time entry and billing, quality assurance, reporting and governance.
Assist in new project approval process, ensuring incoming sales quotes and SOWs align with Professional Services standards and procedures
Participation as assigned team member to triage, route, respond to or manage operations information channels
Identify opportunities for improved business and operational performance at all levels and beyond the broader Professional Services organization, across all customer segments
Assist in creating training and process documentation for Professional Services
Assist in delivering virtual trainings and rolling out new processes for Professional Services
Participate in special projects and other duties as deemed necessary

About you:

You will be fit for the role of client resource Manager, if your background includes:

Technology expertise on multiple tools with a key ability to learn new technologies quickly
Advanced Excel skills (PivotTables, VLOOKUPs, etc.)
Knowledge of O365 and Power Platforms
Strong interpersonal and presentation skills
Strong oral/written communication skills
Strong attention to detail, especially with dates and financial figures
Proven track record of results from the application of process improvement
Strong project management skills
Strong understanding of Professional Services business including back-office processes and/or operations and technologies
Experience reviewing or creating Statements of Work (SOW)
Proficient at developing specific goals and plans to prioritize, organize, and accomplish your work
Proven track record of meeting deadlines and SLAs
Proven track record of meeting operational targets and revenue goals
Experience working with Salesforce preferred
Experience working with Certinia (FinancialForce) and other PSA and project management tracking systems preferred
Knowledge or experience with TR products preferred
Knowledge or experience in Tax, Accounting, Global Trade, or Legal industry preferred
Experience working collaboratively with global teams and clients preferred
Consulting firm experience preferred
PMP, CSM, or other project management certifications preferred