Coordinate customer engagement projects by maintaining CRM and project data, tracking milestones and deadlines, organizing documentation, preparing status reports, coordinating customer and internal communications, scheduling meetings, recording notes, and following up on action items. The role identifies operational roadblocks, escalates missing information, and ensures stakeholders remain aligned on deliverables across Customer Success and Operations teams.
Location: Chennai, India
Department: Operations
About the Role:
We are seeking a detail-oriented and proactive Project Coordinator to support our Customer Success and Operations teams in ensuring seamless customer engagement delivery. This role will be responsible for maintaining accurate data across multiple systems, coordinating key
project tasks, and facilitating communication between internal teams and customers. The ideal candidate is highly organized, tech-savvy, and thrives in a fast-paced, cross-functional environment.
Qualifications:
● 3-5 years of experience in Customer Success, Project Coordination, or Operations support (SaaS or cybersecurity industry preferred).
● Strong organizational skills with proven ability to manage multiple projects simultaneously.
● Proficiency in CRM tools (e.g., Zoho, Salesforce) and collaboration platforms (Google Workspace, Outlook, Slack/Chat tools).
● Excellent written and verbal communication skills.
● High attention to detail and ability to spot gaps or inconsistencies in data.
● Comfortable working cross-functionally with technical and non-technical teams.
● A proactive problem-solver with a customer-first mindset.
Why Join Us:
● Opportunity to play a critical role in customer engagement success at a fast-growing company.
● Exposure to customer success operations in the cybersecurity/technology space.
● Collaborative team environment with opportunities for growth and skill development.
Requirements
Key Responsibilities:
Data & Systems Management:
● Maintain up-to-date customer information, project milestones, and engagement details across CRM and tracking systems.
● Ensure accuracy of task start/end dates, project deliverables, and meeting schedules in internal tools.
● Track customer technology stacks, assets, and critical project details, escalating any gaps or missing information.
● Upload, organize, and update customer documentation and project requirements in designated systems.
Project Tracking & Reporting:
● Monitor project trackers to ensure deadlines (e.g., onboarding, readouts, reports, briefs) are met.
● Log and track customer communications, escalations, and follow-ups to support smooth onboarding and engagement.
● Identify and document operational roadblocks, ensuring they are flagged to the appropriate teams for resolution.
● Generate and maintain status reports for internal stakeholders.
Communication & Coordination:
● Serve as a central point of coordination between internal teams and customers to ensure alignment on deliverables.
● Share updates, meeting changes, and action items across communication platforms (CRM, trackers, chat tools, email).
● Support distribution of reports and key engagement materials to customers.
● Maintain professionalism in all external and internal communications.
Meeting & Scheduling Support:
● Coordinate and schedule customer meetings, ensuring the right internal and external stakeholders are included.
● Manage calendar invites, assignments, and meeting logistics across platforms (Outlook,Google Calendar, CRM).
● Take meeting notes and track action items for follow-up.
● Adjust meeting participants and responsibilities as team availability changes.
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