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Role Overview

The Project Coordinator / Junior Project Manager is a hands-on delivery professional responsible for managing standard to moderately complex SaaS implementation projects for banks and credit unions. This role focuses on execution excellence, client communication, and delivery coordination rather than senior-level program management.

The ideal candidate acts as a delivery catalyst—removing friction, maintaining momentum, and ensuring predictable, high-quality outcomes while working with globally distributed, cross-functional teams. This role is equivalent to a Project Coordinator or Junior PM in the Indian market, not a senior PMP-level Project Manager.

Experience Profile

2–5 years of experience managing or coordinating client-facing digital or SaaS projects. Backgrounds in Business Analysis, QA, Implementation, or Delivery Coordination are highly suitable. Experience working with U.S. clients (preferred), especially in banking or financial services. Comfortable managing multiple concurrent projects (typically 4–9 months duration each).

Key Responsibilities

Project Delivery & Execution

Lead projects from kickoff through go-live and post-implementation stabilization. Maintain accurate, real-time project plans, milestones, risks, and dependencies. Manage multiple complex projects simultaneously across different customers. Ensure project deadlines are met and delivery systems remain up to date. Track activation, readiness, and adoption milestones to support value realization.

Client & Stakeholder Management

Represent the organization on client calls, emails, and status meetings. Communicate clearly with U.S.-based banks and credit unions using strong written and verbal English. Keep customers on track through structured plans, follow-ups, and action tracking. Escalate risks and issues appropriately while proposing practical mitigation strategies. Deliver a high level of customer service as measured through satisfaction metrics.

Cross-Functional Coordination

Coordinate across product, engineering, QA, vendors, and client teams. Ensure alignment between client-facing tools (Salesforce) and internal delivery tools (e.g., Jira). Drive accountability for deliverables across globally distributed teams. Maintain clarity on stakeholder priorities and project success criteria.

Process, Tools & Continuous Improvement

Use delivery tools and automation to improve predictability and reduce delivery risk. Create, maintain, and improve Standard Operating Procedures (SOPs) and delivery documentation. Identify opportunities to improve efficiency, quality, or client experience. Share delivery learnings and best practices to support scalability and consistency.

Tools & Technical Expectations

Required / Core Tools

Smartsheet – primary project planning and client collaboration tool. Salesforce – client-facing ticketing and case management portal. Microsoft 365 Suite – Excel, PowerPoint, Word, OneNote.

Acceptable / Supporting Tools

Experience with any ticketing or project tool (Jira, ServiceNow, Azure DevOps, etc.) acceptable for hiring. Engineering teams may continue using Jira internally, while Salesforce remains the client view. No coding required; configuration-driven work may be learned over time following internal SOPs.

Work Environment & Expectations

Must support U.S. Eastern Standard Time (EST) work hours (typically 8:00 AM – 5:00 PM EST). Remote work permitted with: Reliable high-speed internet. Professional, quiet environment suitable for video calls with U.S. clients. Ability to work independently with minimal supervision while remaining highly accountable.

Required Qualifications

Bachelor’s degree or equivalent professional experience. 2–3+ years of experience in project coordination or project management. General understanding of SaaS platforms and digital implementations. Outstanding written and verbal English communication skills. Strong organizational, documentation, and follow-up discipline. Ability to manage complex tasks and juggle multiple priorities effectively. High attention to detail with excellent tracking and notetaking skills. Strong interpersonal skills and ability to collaborate across teams.

Preferred Qualifications & Differentiators

Experience in banking, fintech, or credit union environments. Exposure to API integrations, vendor coordination, or cloud deployments. Hands-on use of advanced delivery tooling (Smartsheet Control Center, Jira automation, etc.). Experience supporting post-go-live adoption and value realization. Demonstrated contributions to process improvements or delivery methodology enhancements. Interest in or pursuit of PMP, Agile, ACP, or SaaS delivery certifications (not required for entry).