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The Project Coordinator is responsible for facilitating the initial setup and onboarding of new projects. This role serves as the first point of contact for customers following contract execution and ensures a seamless transition into implementation.
The coordinator partners closely with the Practice Manager to define preliminary project timelines, allocate resources, and ensure all intake documentation, tools, and systems are properly configured before formal project kickoff.
In addition to intake responsibilities, this role is expected to provide interim Project Manager coverage when needed (e.g., parental leave, medical leave, temporary capacity gaps). This individual must be capable of managing active projects independently and maintaining continuity of service for customers.
This role is critical to ensuring projects begin efficiently, accurately scoped, and positioned for success — while also providing operational flexibility within the PMO.
Job Responsibilities
Serve as the primary point of contact for customers at project initiation.
Conduct project intake meetings to gather requirements, scope details, timelines, and key stakeholder information.
Create and maintain initial project documentation (OneNote, intake forms, system entries).
Establish project records in project management systems (UKG Ready, Smartsheet, OneDrive.).
Confirm scope alignment with sales documentation and signed agreements.
Identify dependencies, risks, and implementation readiness requirements.
Guide customers through early implementation tasks and required documentation.
Communicate next steps, milestones, and expectations clearly.
Ensure all required intake materials are collected prior to formal project kickoff.
Coordinate scheduling for kickoff meetings.
Develop high-level implementation timelines based on scope and complexity.
Partner with the Practice Manager to assess capacity and assign project resources.
Track resource allocation to ensure balanced workload distribution.
Escalate timeline or staffing conflicts proactively.
Provide full Project Manager coverage during temporary absences (e.g., parental leave, medical leave, workload overflow).
Assume ownership of active project plans, timelines, stakeholder communication, and risk management.
Lead customer meetings and maintain regular status reporting.
Ensure project milestones and deliverables remain on track during coverage period.
Support smooth transition back to assigned PM upon return. Alternatively, if project is completed prior to PM return, transition client to UKG Support based on guidelines.
Liaise between Sales, Implementation, and Operations teams to ensure accurate project handoff.
Ensure clarity around deliverables, scope boundaries, and assumptions.
Support continuous improvement of intake workflows and documentation processes.
Maintain intake pipeline visibility and status tracking.
Provide reporting on project inflow, start dates, and resource utilization.
Identify bottlenecks in intake and recommend process improvements.
Requirements
Minimum 3 years of experience in project coordination, project management, implementation, or consulting roles.
Demonstrated ability to independently manage projects end-to-end.
Strong organizational and documentation skills.
Experience managing multiple workstreams simultaneously.
Excellent written and verbal communication skills.
Proficiency with project management tools and Microsoft Office Workspace.
Ability to assess timelines and resource capacity logically and proactively.
"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/
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