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Resource Coordinator
Remote (US) · Remote · Full-time · Operations
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About the role
SalesforceExcelCybersecurityCommunication
(This role is US based remote)
Resource Coordinator
What we believe
Technology is no longer just an enabler of business strategy. It is the business strategy. And with AI reshaping how companies operate, compete and grow — while rapidly accelerating the pace of change — the stakes have never been higher.
Our role
We’re focused on helping private equity investors and portfolio company leaders drive value creation through technology. In a world where investors deploy trillions annually into software and tech-enabled businesses, we're the team that makes sure the underlying technology actually delivers.
Our approach
The expert judgment of our experienced practitioners is complemented by proven frameworks, tech-enabled solutions, and objective data to help organizations navigate critical technology decisions across diligence, transformation, growth, cybersecurity, AI, and operational execution.
What we value
Everything we do is grounded in five core values: Service. Curiosity. Credibility. Commitment. Creativity.
If you're energized by solving complex technology challenges and helping others succeed in critical moments, you'll fit right in.
Overview
The Resource Operations team is responsible for the management and effective scheduling of our resources for all client engagements.
As a Resource Coordinator, you’ll play a key role in supporting the management of our resource pool. You’ll act as a primary point of contact, keeping consistent communication with resources to provide an accurate, current view of availability and skills, along with driving timely updates, reporting and administration activities. Working across Salesforce, Suite Projects Pro and our internal tracking tools, you’ll help maintain a single, trusted view of capacity, project status and timelines so stakeholders can rely on accurate resourcing data.
This is a fully remote role, so you’ll be expected to work autonomously by prioritizing your workload, driving follow-ups, and keeping systems up to date while collaborating with the team via Slack, email and Zoom.
Expected results
Support the Resource Manager by promptly updating relevant systems with confirmed changes to resource availability and project status, timelines and commitments, and communicating the staffing implications with relevant context to internal stakeholders
Proactively and systematically engage with practitioners to confirm availability, project status and commitments, and follow up on missing or outdated information
Maintain accurate practitioner data around skills, expertise and project assignments in all internal systems.
Coordinate practitioner onboarding activities, including drafting contractor agreements, submitting systems onboarding requests and scheduling orientation activities
Support the Resource Manager by identifying potential practitioners whose expertise and experience match project requirements and presenting suitable options for the Resource Manager to make staffing decisions
Report on daily global resourcing availability
Required qualifications
Excellent written and verbal communication, with the ability to deliver concise summaries and relay specific details efficiently to senior stakeholders
Highly organized with strong prioritization skills; able to manage multiple concurrent requests and shifting timelines in a fast-paced, deal-driven environment
Demonstrated ability to pull together information from multiple sources, reconcile discrepancies, and have a holistic view of team, project and operational needs
Strong attention to detail and a “data hygiene” mindset; able to maintain accuracy across multiple systems and spot inconsistencies before they become issues
Confident problem-solver who can surface conflicts early and propose practical options and trade-offs
Takes initiative and has a willing, collaborative attitude
Proficient in Microsoft - particularly Excel and Outlook
Comfortable learning and working across systems (e.g., Salesforce, Suite Projects Pro, internal skills/availability tools); quick to come up to speed on new tools and processes
Ability to build productive relationships across diverse stakeholder groups by navigating different working styles, communication preferences, and priorities
Experience in dealing with varying levels of seniority
Experience in resource coordination, scheduling, staffing operations, project coordination, or professional services operations is highly desirable
Experience in Private Equity, M&A, Professional Services and/or Technology is a bonus but not required; the ability to learn basic terminology quickly is required
Able to identify opportunities to improve templates, taxonomies, and workflows that increase accuracy and reduce turnaround time (process improvement is encouraged but not required)