Pipeline Support Coordinator (Project Coordinator)

The Pipeline Support Coordinator provides data entry and administrative support for new business onboarding and due diligence activities. This role is responsible for maintaining pipeline records, updating onboarding applications, documenting meeting discussions, preparing and distributing meeting notes, and assisting with administrative activities that contribute to the successful implementation and launch of new business programs.

Key Responsibilities

• Maintain and update pipeline records, and supporting documentation for new business opportunities, ensuring information is accurate, complete, and current throughout the onboarding and launch process.
• Attend weekly Pipeline and Prospect Review meetings, take detailed notes, and update pipeline and onboarding records based on meeting discussions and status updates.
• Prepare and distribute meeting notes, action item summaries, and onboarding-related documentation in a timely manner.
• Provide administrative support to Project Leads and onboarding stakeholders in support of new business onboarding and launch activities.
• Support reporting and operational tasks related to pipeline management, onboarding, and due diligence activities.

Education & Experience

Education

• Required: Bachelor's degree from an accredited college or university.
• Preferred: Bachelor's degree in Business Administration, Risk Management and Insurance, Finance, Management, Communications, Information Systems, or a related field.

Experience

• Preferred: One (1) or more years of experience in administrative support, data entry, operations support, customer service, onboarding support, or a related role.
• Preferred: Experience working with databases, CRM systems, document management systems, or other business applications.
• Preferred: Experience maintaining records, preparing documentation, or supporting business processes requiring a high degree of accuracy.
• Preferred: Experience taking meeting notes, preparing summaries, or supporting reporting and administrative activities.

Skills & Qualifications

• Prior experience in administrative support, data entry, operations support, customer service, onboarding support, or a related field preferred.
• Exceptional attention to detail and commitment to maintaining accurate records, documentation, and system updates.
• Strong organizational and time management skills with the ability to manage multiple tasks and competing priorities.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and Teams.
• Ability to learn and effectively navigate multiple databases, applications, and document management systems.
• Strong written communication skills with the ability to prepare professional meeting notes, summaries, and documentation.
• Strong interpersonal skills and the ability to collaborate with cross-functional teams and stakeholders.
• Ability to follow established processes while maintaining a high degree of accuracy, consistency, and accountability.
• Self-motivated with the ability to work independently and exercise sound judgment when handling assigned responsibilities.
• Demonstrated professionalism and discretion when handling confidential or sensitive information.

Pay: From $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Work Location: In person