Are you an experienced Project Management professional well versed in Pagero or similar ERP / e-invoicing systems / P2P systems?
We are looking for a Transition Coordinator for a high profile client experiencing a significant spike in B2B customer expansion to come in and manage the initial phase of customer onboarding for a key global Professional Services projects. This role ensures all documentation, account setup, and preparation items are completed prior to project manager assignment. The position bridges pre-implementation activities with project delivery, requiring strong organizational skills and prior project management experience.
Key Responsibilities
* Customer Engagement: Initiate contact post-project validation, send welcome communications and onboarding materials.
* Contract Review: Analyze contract and deployment details to tailor documentation requests and communication.
* Transition Meetings: Organize and lead sessions to clarify preparation items, confirm priorities (e.g., starting country, escalation paths), and address customer queries.
* Documentation Management: Collect and verify required documents (account setup forms, file samples, resource details) 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 organizational and communication skills
* Ability to manage multiple onboarding processes concurrently
* Familiarity with Professional Services workflows and documentation standards
* Experience with document management systems (e.g., SharePoint, HighQ)
* Collaborative approach to working with cross-functional teams
Preferred Qualifications
* 3–5 years’ experience as a Project Manager or coordinator managing client-facing projects across planning, execution, and closure phases
* Knowledge of Pagero’s primary products and solutions are useful, or similar P2P or finance platforms
* Experience in automatization and compliance of business transactions in P2P/O2C
* 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