Key Responsibilities:
Data & Systems Management:
● Maintain up-to-date customer information, project milestones, and engagement details across CRM and tracking systems.
● Ensure accuracy of task start/end dates, project deliverables, and meeting schedules in internal tools.
● Track customer technology stacks, assets, and critical project details, escalating any gaps or missing information.
● Upload, organize, and update customer documentation and project requirements in designated systems.
Project Tracking & Reporting:
● Monitor project trackers to ensure deadlines (e.g., onboarding, readouts, reports, briefs) are met.
● Log and track customer communications, escalations, and follow-ups to support smooth onboarding and engagement.
● Identify and document operational roadblocks, ensuring they are flagged to the appropriate teams for resolution.
● Generate and maintain status reports for internal stakeholders.
Communication & Coordination:
● Serve as a central point of coordination between internal teams and customers to ensure alignment on deliverables.
● Share updates, meeting changes, and action items across communication platforms (CRM, trackers, chat tools, email).
● Support distribution of reports and key engagement materials to customers.
● Maintain professionalism in all external and internal communications.
Meeting & Scheduling Support:
● Coordinate and schedule customer meetings, ensuring the right internal and external stakeholders are included.
● Manage calendar invites, assignments, and meeting logistics across platforms (Outlook,Google Calendar, CRM).
● Take meeting notes and track action items for follow-up.
● Adjust meeting participants and responsibilities as team availability changes.
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