Resource Coordinator

1 day, 9 hours ago
Full-time
Junior
Project and Program Management
Crosslake

Crosslake

Crosslake is a leading global advisory firm for private equity investors, specializing in tech due diligence and value creation services to maximize investment return and accelerate tech initiatives.

Capital Markets
201-500
Founded 2008
$50M raised

Description

  • Update systems with confirmed changes to practitioner availability, project status, timelines, and commitments.
  • Communicate staffing implications and relevant context to internal stakeholders.
  • Proactively contact practitioners to confirm availability, project status, and commitments, following up on missing or outdated information.
  • Maintain accurate practitioner skills, expertise, and project-assignment data across internal systems.
  • Coordinate practitioner onboarding, including contractor agreements, system-access requests, and orientation scheduling.
  • Identify practitioners whose experience matches project requirements and present staffing options to the Resource Manager.
  • Produce daily reports on global resource availability.
  • Maintain a trusted view of capacity, project status, and timelines using Salesforce, Suite Projects Pro, and internal tracking tools.
  • Manage workload autonomously and collaborate remotely through Slack, email, and Zoom.

Requirements

  • Excellent written and verbal communication skills, including the ability to provide concise summaries to senior stakeholders.
  • Strong organization and prioritization skills to manage concurrent requests and shifting timelines in a fast-paced environment.
  • Ability to reconcile information from multiple sources and assess team, project, and operational needs holistically.
  • Strong attention to detail and data-hygiene mindset across multiple systems.
  • Ability to identify conflicts early and propose practical options and trade-offs.
  • Initiative, collaborative attitude, and ability to build productive relationships across diverse stakeholder groups and seniority levels.
  • Proficiency with Microsoft Excel and Outlook.
  • Ability to learn and work across Salesforce, Suite Projects Pro, and internal skills and availability tools.
  • Experience in resource coordination, scheduling, staffing operations, project coordination, or professional services operations is highly desirable.
  • Experience in private equity, M&A, professional services, or technology is a bonus; ability to learn relevant terminology quickly is required.

Benefits

  • Fully remote US-based role.

Interested in this position?

Apply directly on the company website

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