Professional Services Coordinator

DocuPhase LLCProvo, UT, US

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Job Description

Professional Services Coordinator – Software Implementations (Payments / ERP / AP Automation)

Position Summary

We are seeking a detail-oriented and proactive Professional Services Coordinator to support our client-facing implementation and onboarding teams. This role plays a critical part in ensuring client readiness, maintaining go-live discipline, and driving internal alignment across Professional Services.

The ideal candidate is organized, customer-centric, and comfortable balancing client deliverables with internal coordination. You will help ensure that customers have a smooth path to launch while also partnering with leadership to streamline project operations.

Responsibilities

Conduct and document client health checks at key implementation milestones
Manage and validate go-live readiness using established checklists and gating criteria
Review, organize, and maintain product documentation and onboarding materials
Ensure completion and accuracy of go-live checklists , identifying and escalating any blockers
Collaborate with project managers and onboarding teams to track progress toward go-live
Identify risks to successful launch and proactively surface issues to internal stakeholders
Train team members on Go Live processes
Partner with leadership on project prioritization and task scheduling
Track and report on resource utilization , client milestones, and onboarding timelines
Support project organization through task tracking, internal updates, and meeting coordination
Participate in select client kickoff meetings to ensure smooth handoff and alignment
Assist in generating weekly reports and dashboards on implementation progress and team bandwidth

Qualifications

2+ years in a professional services, implementation, or customer-facing operations role

Strong organizational and project coordination skills

Excellent verbal and written communication abilities

Proficiency with project tools (e.g., Jira, Asana, Monday.com, Smartsheet, or similar)

Experience with client onboarding, checklists, or SaaS go-live processes preferred

Self-starter with high attention to detail and ability to manage multiple tasks across teams

Preferred Attributes

Familiarity with SaaS or ERP implementation cycles

Experience collaborating across customer success, product, and engineering teams

Ability to identify patterns and propose process improvements

Comfortable supporting internal reporting and documentation standards

Why Join Us?

This is an opportunity to work at the intersection of customer success and operational excellence , where your coordination skills will directly impact client satisfaction and the success of our implementations. You'll join a collaborative, fast-paced team focused on driving real outcomes for customers.

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Service Professional • Provo, UT, US