Job Locations:
United States – Remote
Toronto, Canada
Tampa, FL
Pleasanton, CA
Chicago, IL
Atlanta, GA

As a Project Coordinator (Continuous Value Service), you’ll act as a trusted advisor and partner to the Continuous Value Services organization at Collaborative Solutions.  Your focus will be on ensuring clients receive industry leading support through SalesForce Service Cloud while supporting the practice with various internal initiatives.  To succeed in this role you’ll need to be focused on building scalable processes for an organization undergoing rapid growth, a self-starter with excellent time management skills, ability to manage expectations while staying adaptable to evolving priorities. 


  • Triaging of client support requests through SalesForce Service Cloud 

  • First level internal administrative support of SalesForce Service Cloud and testing improvements 

  • Resourcing activities towards identifying skillset matches with client requests 

  • Coordination and planning for Workday Release updates, including external webinars, communications, documentation & meeting scheduling  

  • Development and maintenance of internal Microsoft Teams groups 

  • Maintaining internal documentation, SmartSheets and SharePoint sites 

  • Serve as a trusted adviser to ensure customer’s overall satisfaction with our services 

  • Assisting in Onboarding new Consultants 

  • Gather and prepare information for Newsletters, Presentations and Reporting

Skills and Requirements: 

  • Bachelor's degree or equivalent experience

  • Two or more years of experience in a customer services role 

  • Ability to engage with stakeholders at all levels 

  • Practitioner background in HR, Payroll, or Financials is ideal 

  • Excellent verbal and written communication skills, including the ability to deliver presentations at the Executive level  

  • Ability to manage your time, the customer demands, and competing priorities with a high focus on customer service  

  • Ability to work with cross functional teams and develop strategy 


Why Choose Collaborative?

  • Unlimited paid time off, including volunteer hours, balance days, flexible work schedules, and options to work remotely or out of one of 5 office locations to cultivate personal and professional balance
  • Competitive benefits including 401(k) matching program, Medical, Dental, Life, and Vison insurance, and perk benefits such as commuter plans and pet insurance
  • Inclusive benefits that support mental health, gender affirmation journeys, caregiving and all paths to parenthood including Carrot Fertility, excellent paid parental leave programs for maternity, paternity, adoption, and surrogacy
  • Established Employee Resources Groups (ERG’s) that provide a safe space for employees to build relationships, connect, and develop initiatives to enhance diversity and inclusion
  • Open, transparent lines of communication with leadership through Town Halls, internal newsletters, and monthly small group conversations with a member of the executive team
  • Committed to giving back to improve our communities and environmental impact
  • Opportunities for learning and development through established corporate programs, on and off-site trainings, and on-demand online learning courses
  • A people development focused environment where you have autonomy to drive your career path

Collaborative’s Travel Approach

  • Throughout the pandemic, Collaborative continued to achieve the highest level of customer satisfaction in the ecosystem as we worked with our clients to successfully deliver projects remotely
  • Because the future is still unknown, some clients will continue to be deployed remotely, while others may desire more face-to face-contact
  • We will monitor and adapt as needed, but we do not anticipate travel of more than 25%
  • As Balance is a core value at Collaborative, we strive to ensure that Collabies find the right balance in their personal and professional lives, and that includes travel

Who you are:

  • You have a Growth Mindset: A belief that abilities can be developed along with a desire to be curious, learn & grow
  • You take Initiative: Solve problems by thinking & taking action on solutions rather than waiting for direction
  • You take Accountability: Follow through on commitments, take ownership & ensure timeliness
  • You Give Back: Leverage your knowledge & expertise to make improvements around you
  • You are Resilient: Work through challenges with optimism, agility & adaptability
  • You demonstrate Awareness: An ability to understand how your attitudes & actions impact others and adapt your approach accordingl