EDI Project Coordinator

Summary

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Charleston, and Bangalore, India. As part of the Vista Equity Partners portfolio of companies, we are working to reinvent the employee benefits administration landscape. Our talented employees benefit from this partnership through increased capital for strategic investments, access to toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth. 

Our software has innovated how benefits are bought, sold, managed, and consumed, and continues to transform the industry with updated solutions. Nearly 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration.

PlanSource is seeking an EDI Project Coordinator to coordinate project activities and resources for assigned projects to ensure they are completed on-time. These projects may involve implementing a combination of software and services for an organization.

The EDI Project Coordinator is responsible for successfully completing projects and managing interactions between different internal departments, clients, and vendors to fulfill our contractual obligations. This role works with moderate supervision with some latitude for independent judgment. The work performed in this role will directly impact the project team's productivity, effectiveness and overall customer satisfaction.

Responsibilities include:

• Acts as a point of contact for the client during the project implementation
• Basic understanding of the Project Management methodology and the Implementation Process.
• Consistently exercises effective communication and follow through.
• Creates and maintain comprehensive project artifacts.
• Ensures all projects are delivered on-time, within the scope.
• Establishes and maintain relationships with third-party vendors.
• Leads small scale projects with supervision.
• Measures project performance using appropriate tools and techniques.
• Monitors the project team, individual responsibilities, needed resources, and maintains the schedule to ensure the timely completion of the project.
• Performs other related duties as assigned.
• Proactively and frequently reports project risks and status so adjustments can be made.
• Reporting and escalating to management as needed.

About You

• Able to comfortably and effectively present to audiences of various sizes
• Able to work independently and in a team environment.
• Basic to intermediate knowledge of project management methodology and processes
• Familiarity and hands on experience using SalesForce and MS products including Excel, Word, Outlook, Project, and PowerPoint.
• Strong communication skills with a customer service focus
• Seeks guidance from leadership or more experienced EDI Project Coordinators as needed.
• Willingly collaborates and shares knowledge with others.
• Works independently. Able to identify risks but seek guidance on Risk Mitigation from other EDI Project Coordinators.

What We Offer

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.  

#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities, and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.