Project Coordinator II

A client with Kforce is seeking a Project Coordinator II to join their team in Mountain View, CA.

Summary: This client is committed to powering prosperity around the world for consumers, small businesses, and the self-employed through its ecosystem of innovative financial management solutions. As part of the Customer Success team, and reporting to the Program Lead, the IDEAS Program Coordinator plays a critical role in the execution and operational success of the client IDEAS (Invest, Develop, Empower, Accelerate, Scale) program. This role is especially critical during the program's recruitment and onboarding period, when newly recruited businesses need to be fully set up on the client's products ahead of the program's official launch.

Duties:

• Support the QuickBooks Online setup and cleanup process, including supportability, access issues, and escalations
• Support resolution of product carryover issues between cohorts, including extensions for former cohort members
• Help develop and improve the system for product provisioning for future IDEAS cohorts
• Build and own the program's monthly reporting process, consolidating dashboards, partner metrics, and KPIs into a single recurring report
• Maintain trackers and dashboards using Google Sheets and Slides
• Develop self-serve resources (FAQs, setup guides, walkthrough videos) to reduce recurring support needs
• Escalate technical/product questions directly; route non-technical participant questions to the appropriate teammate
• Manage incoming participant queries across all channels - the shared inbox and questions posted on the community platform
• Serve as a front-line point of contact for participant questions, escalating technical issues appropriately and routing others to the right teammate
• Troubleshoot technical setup issues directly with participants