Acumatica Resource and Project Coordinator (Remote) at NexTec Group

Role Description

Mission:

The role of Resource and Project Coordinator includes the coordination and guidance of existing customer requests and engagements that involve ad-hoc services, additional training and support, customization work, and small optimization engagements. Additionally, the Resource and Project Coordinator will work closely with the Professional Services Managers with consultant staffing, consultant scheduling, and consultant skills inventory required to best serve customer project and engagement needs.

Objectives (Key Outcomes)

• Coordinate multiple, simultaneous customer engagements.
• Effective assessment, planning, and management of customer requests and related delivery activities.
• Works closely with Professional Services Managers and their consulting team on staffing and task assignments to ensure success.
• Works closely with Professional Services Managers and Customer Account Managers to assist with customer needs and requests, ensuring they are being addressed in a timely manner.

Responsibilities

Project Coordinator (approximately 80 percent of the role)

• Monitor incoming existing customer requests and determine the path of action, involving Professional Services Managers and Customer Account Managers where appropriate.
• Manage and coordinate all customer upgrade activities and smaller projects and provide project management including:
  • Build project/engagement plans, as necessary, including assigning resources.
  • Organize, lead, and monitor the activities of the assigned consultant team and customers on projects and work orders.
  • Maintain regular contact with the customer and NexTec team, providing the status of engagement progress.
  • Maintain approximately 50 percent billable utilization through project management.
• Assist with the estimation and creation of work orders as they relate to existing customer requests, collaborating with the appropriate teams and functions (i.e. Professional Services Managers, Development, etc.).
• Assist with the overall customer relationship as it relates to professional services.
• Works closely with the Professional Services Team to ensure solution delivery and that consulting engagements achieve expected results, while driving customer satisfaction.
• Maintenance of work orders in SmartSheets.
• Ensure Professional Services Managers are updated and informed as it relates to their customers, including facilitating engagement when appropriate.
• Other duties and initiatives as assigned.

Resource Management (approximately 20 percent of the role)

• Assign consulting staff to projects and customer engagements based on their skills, availability, and experience.
• Monitor consulting staff utilization, workload, and availability.
• Ensure assignments and tasks are accurately reflected in project and billing systems.
• Mitigate resourcing concerns by reallocating resources, adjusting goals, or assigning additional staff.
• Collaborate on resource management with internal Acumatica departments and key stakeholders.
• Inventory and maintain consulting staff skills and experience to appropriately match customer needs.
• Refine and document processes related to resource management and communicate with appropriate parties.
• Ensure project plans are up to date and identify issues such as employee overutilization, uneven workload, etc.
• Assist Project Managers by reallocating resources, adjusting goals or requirements, or assigning new people to the team.
• Support Professional Services Managers and leadership with capacity planning and the determination of hiring needs.

Other duties and initiatives as assigned.

Education and Experience

• Four-year degree in Business, Accounting, MIS, or equivalent experience preferred.
• The ability to build relationships at multiple levels with clients and internal teams.
• A quick thinker and a creative problem solver.
• One or more years of ERP experience in delivery, project coordination, and/or resource management required.
• Acumatica experience preferred.
• Detail oriented, strong analytical, numerical, planning, and reasoning abilities.
• Strong collaboration skills.
• Excellent written, oral, and interpersonal communication skills.
• Strong presentation skills.
• Entrepreneurial attitude, including being self-motivated and self-directed.
• Flexibility with task assignments, priorities, and work environment.
• Open minded with a desire to learn.
• The ability to work independently and on a team.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Constantly requires sitting or standing at a workstation, vision, hearing, talking, and fine dexterity. Occasionally requires walking, reaching, kneeling, pushing/pulling, bending, and crouching.