入职协调员
Onboarding Coordinator
项目显示“进行中”。你希望知道具体是哪部分、由谁负责,以及为什么上次更新是三周前的星期二。
Portnox 正在招聘一名上架协调员,以保持客户实施工作的组织性、可见性和推进性。你将与客户、上架工程师、技术客户经理、销售和支持团队合作,将承诺转化为已完成的行动。你的工作将使客户有更清晰的预期,工程师有更多时间交付,管理层能可靠地了解哪里需要帮助。
主要职责
- 交接准备:审查新接手的交接内容,检查是否有缺失的联系人、范围、前提条件和承诺。解决差距,并与团队负责人协调确认所有权和启动准备情况。
- 日程安排与准备:安排跨团队和时区的启动会议和工作会。确认参会人员、目的以及人们需要准备的内容。
- 项目跟踪:维护当前的里程碑、负责人、目标日期、障碍和下一步行动。将会议记录转化为明确的任务分配。
- 客户跟进:获取未完成工作的具体更新,确认修改后的日期,并在需要决策或额外帮助时进行升级。
- 暂停的上架:保持与客户的联系,记录工作暂停的原因,确定重新开始的条件,并设定下一次审核日期。向团队负责人反映缺失的技术所有权。
- 周报:报告新开展和已完成的项目,活跃和暂停的项目,过期的工作,障碍,所有权缺口以及每位工程师或 TAM 的工作量。核实冲突信息并标记容量问题。
- 完成与交接:协调完成评审并记录待办事项、所需记录和接收负责人以获得批准。
- 流程改进:在发现重复性缺口时,改进检查清单、模板、报告和提醒。
技能、知识和专长
- 相关经验:有协调客户项目、实施、服务交付或客户运营的经验。
- 主动性和执行力:能够注意到需要关注的地方并采取行动,而无需每天的任务列表。“我发了封邮件”描述了一个动作。能够解释接下来发生了什么,无论是得到答复、新的日期还是升级处理。
- 客户沟通:能够清晰自信地向客户和同事请求承诺、澄清和更新。
- 组织能力和判断力:使用可靠的系统来管理多个项目和竞争性任务。
查看英文原文
The project says “in progress.” You’d like to know which part, who’s doing it, and why the last update is from three Tuesdays ago.
Portnox is hiring an Onboarding Coordinator to keep customer implementations organized, visible, and moving. You’ll work with customers, Onboarding Engineers, Technical Account Managers, Sales, and Support to turn commitments into completed actions. Your work will give customers clearer expectations, engineers more time to deliver, and leadership a reliable view of where help is needed.
Key Responsibilities
- Handoff readiness: Review incoming handoffs for missing contacts, scope, prerequisites, and commitments. Resolve gaps and coordinate with the team lead to confirm ownership and kickoff readiness.
- Scheduling and preparation: Arrange kickoffs and working sessions across teams and time zones. Confirm attendees, purpose, and what people need to prepare.
- Project tracking: Maintain current milestones, owners, target dates, blockers, and next actions. Turn meeting notes into clear assignments.
- Customer follow-up: Get specific updates on outstanding work, confirm revised dates, and escalate when a decision or additional help is needed.
- Paused onboarding: Maintain customer contact, record why work is paused, identify restart conditions, and set the next review date. Surface missing technical ownership to the team lead.
- Weekly reporting: Report new and completed engagements, active and paused projects, aging work, blockers, ownership gaps, and workload by engineer or TAM. Verify conflicting information and flag capacity concerns.
- Completion and transition: Coordinate completion reviews and document outstanding actions, required records, and receiving owners for approval.
- Process improvement: Improve checklists, templates, reporting, and reminders when you spot recurring gaps.
Skills, Knowledge, and Expertise
- Relevant experience: Experience coordinating customer projects, implementations, service delivery, or customer operations.
- Initiative and follow-through: Notice what needs attention and act without a daily task list. “I sent an email” describes an action. Be able to explain what happened next, whether that was an answer, a new date, or an escalation.
- Customer communication: Write clearly and confidently ask customers and colleagues for commitments, clarification, and updates.
- Organization and judgment: Use a dependable system to manage multiple engagements and competing deadlines. Know what you can resolve, what needs escalation, and what deserves attention first.
- Reporting accuracy: Work comfortably with spreadsheets and project records. Check data, investigate stale updates, and explain what changed.
- Independent learning: Learn our tools, onboarding process, and product vocabulary through documentation and focused questions. Build enough technical context to recognize dependencies and route issues to the right engineer.
- Helpful experience: Jira, Salesforce, Confluence, or similar tools; experience in software or IT services. Engineers own technical design and troubleshooting; you own keeping the work coordinated and the right people involved.
Why Join Us
- Opportunity to make a significant impact on the operations of the company.
- Collaborative and dynamic work environment with opportunities for professional growth and development.
- Competitive compensation and benefits package.
Originally posted on Himalayas