Project Coordinator
Summary
PFS Group is hiring a Project Coordinator in Houston, TX. Working under an Account Executive, they keep client commitments on track: preparing month-end executive reports, assisting with monthly invoicing, monitoring support accounts and AR aging, facilitating client and internal meetings, supervising onsite support reps, and documenting SOPs.
JOB SUMMARY
Under the supervision of an Account Executive (AE), the Project Coordinator (PC) is responsible for
ensuring that a client’s needs are met as required in the Master Services Agreement with the client and
that the internal project goals are achieved. The PC must be able to maintain composure, remain calm,
and manage adverse and/or high-stress situations. The PC may assist in the supervision of Liaisons.
ESSENTIAL FUNCTIONS
1. Communicating to the Account Executive any client-related concern or potential threat before it
reaches crisis mode.
2. Assist in preparing Month-End Executive Overview Report for clients. Month-End Reports are due
to the client by the 5th working day or 2 days after internal distribution.
3. Observe and assist as directed with monthly invoice process. Edits can only be made by an
Associate Account Executive or Account Executive, and approval needs to come from the Account
Executive. Invoices must be approved for delivery on the 1st day of the month OR the date
designated by the Executive Team.
4. Maintain and communicate issues and successes on the Customer Service Log.
5. Proactively identify and communicate trends internally to the Associate Account Executive and
Account Executive.
6. Facilitate monthly/bi-weekly Workgroup meetings with internal staff.
7. Supervisor Onsite Support Reps, providing support when needed, motivation, timekeeping, and
annual evaluations.
8. Work with the IS Department to resolve recon issues.
9. Monitor Support accounts to make sure they’re being worked timely and to identify support that
may be hung up and impacting AR aging.
10. Draft agendas for monthly/bi-weekly Operational Meetings with clients and facilitate meetings
when Account Executive isn’t available.
11. Handle escalated and complex customer service inquires via phone, email and/or written
correspondence.
12. Communicate client specific information to the Account Executive.
13. With oversight, coordinate daily work efforts of the team.
14. Develop and document policies and procedures for all SOP’s.
15. Completing daily project task:
- ATB/Status Code Aging
- Operations Report
- Statement Check Report
PHYSICAL DEMANDS & WORK ENVIRONMENT:
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.