Act-On Software - Portland, OR

posted about 2 months ago

Full-time - Mid Level
Portland, OR
Professional, Scientific, and Technical Services

About the position

Act-On is a leading marketing automation company servicing thousands of customers worldwide. We are a challenger, a rebel, and a changemaker in the martech space, looking for people who question the status quo. Joining Act-On means having a real opportunity to make an impact in your work in addition to a supportive, fun and authentic culture. We are looking for a Project Coordinator to assist in managing a portfolio of customers who have purchased Professional Services. You'll be responsible for coordinating project timelines, ensuring customer satisfaction, tracking key metrics, and facilitating communication between internal teams and clients. This role is a key contributor to delivering high-quality outcomes in collaboration with leadership, Sales, and other stakeholders. In this position, you will establish project schedules and track deadlines, ensuring that all necessary steps are assigned to the appropriate team members. You will monitor progress on deliverables, updating leadership and other stakeholders throughout the project lifecycle. Developing and maintaining project timelines while managing customer and partner expectations regarding the achievement of key milestones will be crucial. You will provide weekly updates on project progress, including key accomplishments, potential risks, and mitigation strategies. Collaboration is key in this role, as you will work closely with the Sales team to understand client onboarding needs and identify required services to ensure a smooth transition for new customers. You will also liaise with Sales and Customer Success teams to maintain transparency on the status of existing projects. Additionally, you will assist in drafting Statements of Work and agency partner Vendor Briefs for outsourced work. Tracking and reporting on time spent on projects, revenue, margins, and other key operational metrics will ensure projects remain within scope and profitability goals are met. Building strong relationships with customers to ensure satisfaction, fostering long-term partnerships, and identifying opportunities for additional services will be part of your responsibilities. You will also perform routine checks to ensure that deliverables meet or exceed customer expectations and support leadership in optimizing and documenting team processes and workflows.

Responsibilities

  • Establish project schedules and track deadlines, ensuring that all necessary steps are assigned to the appropriate team members.
  • Monitor progress on deliverables, updating leadership and other stakeholders throughout the project lifecycle.
  • Develop and maintain project timelines while managing customer and partner expectations regarding the achievement of key milestones.
  • Provide weekly updates on project progress, including key accomplishments, potential risks, and mitigation strategies.
  • Collaborate closely with the Sales team to understand client onboarding needs and identify required services to ensure a smooth transition for new customers.
  • Liaise with Sales and Customer Success teams to maintain transparency on the status of existing projects.
  • Assist in drafting Statements of Work and agency partner Vendor Briefs for outsourced work.
  • Track and report on time spent on projects, revenue, margins, and other key operational metrics to ensure projects remain within scope and profitability goals are met.
  • Build strong relationships with customers to ensure satisfaction, foster long-term partnerships, and identify opportunities for additional services.
  • Perform routine checks to ensure that deliverables meet or exceed customer expectations.
  • Support leadership in optimizing and documenting team processes and workflows.

Requirements

  • 2-4 years of project coordination or management experience, ideally in a customer-facing or service delivery role.
  • Ability to manage small to medium cross-functional projects.
  • Strong client-facing communication skills with the ability to manage expectations and resolve issues efficiently.
  • Experience coordinating with multiple internal departments to deliver a cohesive customer experience.
  • Strong understanding of operational metrics, including time tracking, revenue, and profit margins.
  • Excellent multitasking and organizational skills, with attention to detail.
  • Comfortable working in a fast-paced environment and adapting to shifting priorities.

Nice-to-haves

  • Familiarity with project management tools like G Suite, MS Word, Excel, and PowerPoint.
  • Experience with marketing automation, lead generation, or demand generation marketing tactics.
  • Certification in project management (CAPM, PMP) or experience with Agile methodologies.

Benefits

  • Stock options
  • Paid parental leave
  • Disability insurance
  • Health insurance
  • Dental insurance
  • Flexible spending account
  • Paid time off
  • Family leave
  • Parental leave
  • Employee assistance program
  • Vision insurance
  • 401(k) matching
  • Volunteer time off
  • Life insurance
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