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crm salesforce project management jira onboarding📋 Description
- Triage incoming onboarding projects and assign to specialists.
- Assign projects based on specialist availability and capacity.
- Be the initial contact for partners; provide timelines.
- Handle small onboarding projects to meet 30-day window.
- Collaborate with the implementation team to refine workflows.
- Improve triage, intake, and assignment processes.
🎯 Requirements
- 3–5 years in project coordination, onboarding, or ops (hospitality/SaaS/fintech preferred).
- Strong organizational and time-management skills; can juggle multiple projects.
- Excellent written and verbal communication with partners and teams.
- Experience with CRM/PM tools: Salesforce, TaskRay, JIRA.
- Process-focused with attention to detail and continuous improvement mindset.
- Comfortable in a fast-paced, evolving environment.
🎁 Benefits
- Generous PTO, holidays, and company-paid Short Term Disability
- 100% employer-covered health and dental insurance; vision option at extra cost
- Child Care Benefits and generous parental leave
- Dog-friendly workspace in a secure building with downtown Austin views
- Daily lunches and snacks for in-office team members
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