Project Co-ordinator

Invoice Systems Software (Tax, Order to Cash/Purchase to Pay)

Onboarding new clients to software solutions

Contract - Hybrid London with regular travel to Sweden

Day rate of £300/335 per day

Inside IR35

This is a long term contract role. We are looking for a great communicator to work for a large, global business. You will need to have an understanding of Invoice Software and have excellent customer service skills.

Role Overview

We require a Coordinator who manages the initial phase of customer onboarding for Professional Services projects. This role ensures all documentation, account setup, and preparation items are completed prior to a project team beginning a technical assignment.

The position bridges pre-implementation activities with project delivery, it requires strong organisational skills and project management experience.

Key Responsibilities

• Customer Engagement: Initiate contact, send welcome communications and onboarding materials.
• Contract Review: Analyse contract and tailor documentation
• Transition Meetings: Organise and lead sessions to clarify preparation items, confirm priorities and address customer queries.
• Documentation Management: Collect and verify required documents and maintain a structured repository (SharePoint/HighQ).
• Internal Coordination: Liaise with integration consultants and support teams to enable early analysis or setup where possible.
• Progress Tracking: Update onboarding checklists and spreadsheets, flag exceptions, and report status to stakeholders.
• Knowledge Sharing: Provide FAQs and maintain Teams channels, escalate issues, and update Q/&A content as needed.
• Handover: Ensure smooth transition to the assigned Project Manager and implementation team, supplying all documentation and context.

Skills & Requirements

• Strong organisational and communication skills
• Ability to manage multiple onboarding processes concurrently
• Familiarity with Professional Services workflows and documentation standards
• Experience with document management systems (eg, SharePoint, HighQ)
• Collaborative approach to working with cross-functional teams

Preferred Qualifications

• 3-5 years' experience in managing/supporting client-facing projects
• Knowledge of Global Taxes, Invoices & Finance system primary products and solutions
• Understanding of Tax, Order to Cash and Purchase to Pay
• Proven ability to lead meetings, manage timelines, and coordinate cross-functional teams
• Knowledge of project management methodologies (Agile, Waterfall) and tools
• Proficiency in Microsoft 365 tools and collaboration platforms (Teams, Excel)
• Exposure to integration processes or data migration projects
• Ability to adapt to fast-paced environments and manage exceptions effectively

This is a long term contract role. We are looking for a great communicator to work for a large, global business. You will need to have an understanding of Invoice Software and have excellent customer service skills.

You will work on site 2 days per week in Canary Warf and may need to travel frequently to Sweden.

If this sounds like you, please apply