Project Coordinator

7 months ago


Bolton, Canada Plan Automation Inc. Full time

**Job Summary**

**Job Duties & Responsibilities**
- Coordinate projects between the client and the PLAN team
- Utilize of multiple software programs such as Salesforce, Campaign Monitor, Microsoft Office, Slack, etc.
- Schedule discovery calls and meetings with clients, the project manager, and the sales representatives
- Process automation and streamline day-to-day activities and project coordination for sales representatives
- Utilize the company’s CRM software (Salesforce) for all project coordination
- Generate reporting from our CRM to provide coordination with valuable data and project status updates and insight
- Utilize tasks within Salesforce to streamline the sales cycle/pipeline
- Create new processes using tasks/Salesforce apps to simplify the sales cycles
- Make initial contact with new clients and incoming leads from Eagle, HubSpot, internally, etc.
- Develop and maintain relationship with the major suppliers
- Coordinate discovery calls with technical team
- Follow up in a timely manner on all projects within the sales cycle (A, B, Cs)
- Assess and predict project risk to plan and proceed accordingly
- Take meeting minutes/notes & update Salesforce accordingly Documenting and following up on important actions and decisions from meetings

**Skills and Requirements**
- Post-secondary education in Project Management or Customer Service or equivalent experience;
- 3-5 years’ experience in a similar role/industry;
- Ability to work in a fast paced and high volume environment with exemplary customer service skills;
- Strong organization, multi-tasking and time management abilities;
- Advanced knowledge of Microsoft Office;
- Sound knowledge of CRM Tools such as: Salesforce;
- Sound knowledge of Project tools such as: Smartsheet, Microsoft Project, Gantt charts;
- Self-starter, flexible and self-motivated;
- Meticulous attention to detail with the ability to problem solve;
- Excellent communication and interpersonal skills;
- Strong analytical thinking skills; in order to develop plans, strategies and tactics;
- High energy and a positive attitude; proactive and focuses on what we “can do.”

Pay: $55,000.00-$60,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision care

Schedule:

- Monday to Friday

**Experience**:

- Project management: 1 year (preferred)

**Language**:

- English (preferred)

Work Location: In person


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