Why This Job is Featured on The SaaS Jobs
This Project Coordinator role sits in a core SaaS moment: customer implementation. For a provider of reporting, analytics, and performance management software, implementation is where product value is translated into real operational outcomes, and where cross-functional alignment tends to matter as much as tooling. The remit spans customer touchpoints and internal coordination, reflecting how SaaS delivery often blends product, services, and support into a single customer journey.
From a SaaS career perspective, the work builds durable operating skills that transfer across implementation, customer success, and PMO functions. Managing multiple projects at different lifecycle stages, working within a defined methodology, and using a Professional Services Automation system provides exposure to the mechanics of scalable delivery. The emphasis on templates, success criteria, and stakeholder cadence also develops a repeatable approach to onboarding customers—an essential competency in subscription businesses.
This position will suit professionals who prefer structured execution and clear process ownership, while still being comfortable in client-facing conversations. It aligns well with someone in the early-to-mid stage of a SaaS services career who wants to become fluent in coordinating technical and business contributors and who is prepared for shift-based collaboration across time zones.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
Company Description
insightsoftware is a leading provider of reporting, analytics, and performance management solutions. Over 30,000 organizations worldwide rely on us to support business needs in the areas of accounting, finance, operations, supply chain, tax, budgeting, planning, HR, and disclosure management. We enable the Office of the CFO to connect to and make sense of their data in real time so they can proactively drive greater financial intelligence across their organization. Our best-in-class solutions provide customers with increased productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.
Job Description
Qualifications
Experience Level: 3 to 5 Years
Shift Timings - 5.30 pm to 2.30 am IST
Skill Requirements
- Project management experience, preferably in the Professional Services/Managed Services Setup.
- Minimum 2 years as project analyst/coordinator/junior role.
- Exposure to financial reporting/accounting product implementation would be an added advantage.
- Customer management/client facing experience.
- Working with technical and business consultants to ensure the successful delivery of services for ISW customers.
- Follow defined Global PMO methodology, standards, and processes.
- Be able to multitask, managing several projects at different lifecycle stages, while following defined processes.
- Undertake various project coordination activities including:
- Validate project information accuracy, upon project initiation (based on activation checklist)
- Ensure Service Record has named resources assigned to it
- Confirm existence and accuracy of specific Service Record fields i.e., planned hours, stage.
- Update specific Service Record fields while project is active i.e., planned hours, stage.
- Re-allocate hours across assignments (if needed)
- Plan (forecast) future hours of resources in the worksheet view of the Professional Services Automation system (90 days running window)
- Send client, periodic budget/hours balance reports.
- Close project (based on check list) once work concludes.
- Demonstrate excellent communication skills and analytical, problem-solving capability.
- Demonstrate outstanding organizational skills.
- Manage changing situations while maintaining a positive view towards delivery.
- Experience with industry-standard business and productivity tools (Microsoft Excel and Word, timekeeping systems, and collaboration tools).
- Strong analytical, problem solving, and organizational skills.
- Excellent communication skills and strong professionalism.
Additional Information
** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **
insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)
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