Knowledge and Skills

·       Set up new projects in the ERP and CRM system, ensuring accurate and timely entry of project details, milestones, and resources.

·       Manage project closeout activities, including documentation, financial reconciliation, and lessons learned.

·       Monitor and adjust project credit hours and project team allocations as needed.

·       Process project addendums, ensuring compliance with internal procedures and client requirements.

·       Conduct quality assurance reviews to ensure project deliverables meet established standards.

·       Assist in customer delivery activities, including communication with clients, resolving inquiries, and providing support as needed.

·       Provide data analytics support, including data collection, analysis, and reporting to support project decision-making processes.

·       Collaborate with cross-functional teams to ensure seamless project execution and delivery.

·       Perform other duties and ad-hoc tasks as assigned by the Operations Manager or Senior Project Specialist.

   Proficiency in ERP and CRM Systems: Demonstrated experience in setting up and managing projects within Microsoft Dynamics, with a strong understanding of system functionalities and data entry requirements.

·       Project Management Software: Familiarity with project management software tools such as Microsoft Project and Smartsheet, used for tracking project progress, managing tasks, and facilitating collaboration among team members.

·       Data Analytics: Ability to perform data analysis using tools such as Microsoft Excel and Power BI to extract insights, identify trends, and support decision-making processes related to project management and resource allocation.

·       Quality Assurance Methodologies: Knowledge of quality assurance principles and methodologies, with experience in conducting quality reviews, performing audits, and ensuring compliance with established standards and procedures.

·       Financial Management: Understanding of financial management principles, including budgeting, forecasting, and financial reconciliation, with the ability to manage project finances, track expenses, and analyze financial data.

·       Communication and Collaboration Tools: Proficiency in communication and collaboration tools such as Microsoft Teams, Zoom, and SharePoint, used for virtual meetings, document sharing, and real-time communication with colleagues and stakeholders.

·       Documentation and Reporting: Strong documentation skills with the ability to create and maintain project documentation, including project plans, status reports, and meeting minutes, to ensure clear communication and transparency throughout the project lifecycle.

·       Problem-Solving Skills: Excellent problem-solving skills with the ability to analyze complex issues, identify root causes, and develop effective solutions to address project challenges and obstacles.

·       Customer Delivery Experience: Experience in customer delivery activities, including client communication, requirements gathering, and issue resolution, with a focus on delivering high-quality service and ensuring client satisfaction.

·       Adaptability and Learning Agility: Willingness to learn and adapt to new technologies, tools, and methodologies as needed to support evolving project requirements and organizational goals.

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