Advisory Operations Project Coordinator

Job Summary

Advisory Operations (AdvOps) Project Coordinator will be responsible for the overall management and coordination of projects performed by the Advisory Services teams.  Under the direction of the Advisory Services Department Head, the AdvOps Project Coordinator is responsible for the management of Advisory Services active projects, as well as proactively scheduling upcoming projects in coordination with the Client Success Management (CSM) team for project initiation.  In addition, this individual will be responsible for keeping all projects in Clarizen standardized so metrics and reporting can be performed on them. The AdvOps Project Coordinator must have a working knowledge of Clarizen to include; how to use scheduling functions, project activation, project status, resource utilization and recording communication between the project team members.  This position requires a high level of effective communication across multiple business units within the company, as well as, maintaining the standard processes necessary for clear visibility across upper management.

Essential Job Functions

The following duties are normal for this position. The omission of specific statements of duties does not exclude them from being expected of this position if the work is similar, related, or a logical assignment for this position. Other duties may be required.

• Collaborate with the Client Success Management team for project planning and scheduling. In detail, this includes initiating the internal communication process between AdvOps members and the CSMs so that external communications can be initiated.
• Work with Business Unit Leaders on a regular basis to assist them with resource planning of new projects and for the review of the current team’s resource utilization.
• Assist Business Unit Leaders and their Service Leads with reviewing their current projects’ work plan and templates, updating the templates when changes are necessary, and creating/modifying existing projects already in the system to align them with any changes to those templates.
• Daily management of active Advisory Service projects to ensure that the necessary and proper information is entered into Clarizen so that it is available to all appropriate associates in the company. This will assist with setting expectations and on time deliverables.
• Ability to use Salesforce (or have experience with other CRM tools) in order to validate project information in Clarizen so that it can be leveraged for scheduling multiyear projects.
• Clear and concise communication skills and the ability to work collaboratively across every area of the company are vital to this position.
• Work with the Clarizen Administrator to identify areas of improvement for the teams and possibly any customization.

Knowledge & Skills

Education & Experience

• Bachelor’s Degree in related field or a relevant combination of training and experience.
• 3 years of Microsoft Office Suite experience.
• 2 years of project coordination experience.
• 2 years of the Clarizen usage or similar project management tool experience.
• Clarizen Admin Certification desirable.

Special Skills & Knowledge

• Ability to identify and build relationships with business unit leaders.
• Demonstrate excellent interpersonal and communication skills.
• Possess a deep understanding of how to work directly and collaboratively with cross functional stakeholders and possess strong communication skills with various levels of associates across the entire company from threat analyst, security compliance analyst, management, revenue, sales, financial, and upper management.

Required Personal Attributes

• Strong attention to detail.
• Ability to multitask and prioritize daily workload.
• Ability to self-motivate and to work independently.
• Ability to drive prioritized work.
• Excellent communication skills – verbal and written.
• Skilled in problem solving, analysis, planning and organization.

Requirements

Working Conditions & Travel Requirements

• Remote
• Travel as needed.

Fortified Health Security is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, Fortified Health Security will provide reasonable accommodations to qualified individuals with disabilities. If a reasonable accommodation is needed to perform this position, you need to inform Fortified Health Security People and Culture Team of such request. Signatures below indicate the receipt and review of this job description by the associate assigned to the position and the People and Culture Team.