Project Coordinator - MSP Onboarding

ABOUT THE ROLE

Cyber Advisors onboards, converts, and offboards managed services clients on a continuous basis — and doing that well requires more than just technical execution. It requires someone who owns the coordination layer: scheduling, documentation, communication, and follow-through.

The MSP Onboarding Project Coordinator works directly alongside our onboarding PM to keep client projects moving. You're not managing delivery — you're making sure every moving part is tracked, every task has an owner, and nothing falls through the cracks. If you're someone who thrives on process, hates loose ends, and takes pride in keeping a project board spotless — this role was written for you.

• Support the onboarding PM across a portfolio of active MSP onboarding, conversion, and offboarding projects
• Maintain accurate project documentation in Connect Wise — statuses, notes, work plans, and task assignments
• Monitor project milestones and flag items at risk of missing target dates
• Track open action items and follow up with internal teams to keep tasks moving
• Prepare meeting agendas, capture notes, and distribute recaps and action items within 24 hours

• Send templated client communications on behalf of the PM — welcome emails, weekly check-in summaries, status updates
• Serve as a secondary point of contact for routine client questions during active onboarding
• Coordinate client-facing scheduling: kickoff meetings, weekly check-ins, and milestone reviews

• Coordinate with onboarding engineers, MS engineers, and procurement to confirm task readiness and dependencies
• Track hardware and licensing procurement status and surface delays to the PM
• Maintain the onboarding checklist and project documentation throughout the project lifecycle
• Support handoff activities at project close — confirm engineer acknowledgment, update CW, flag finance for billing

• Maintain up-to-date records in Connect Wise and SharePoint across all assigned projects
• Support documentation of onboarding workflows, SOPs, and checklist templates as the PMO evolves
• Identify recurring coordination gaps and bring improvement ideas to the PM

• 1–3 years of experience in a project coordination or project support in an MSP, IT services, or technology environment
• Strong organizational skills and attention to detail, you don't lose track of things
• Clear written communication— you can write a professional client email and a clean meeting recap without much editing
• Strong presentation skills to both internal and external audiences
• Comfortable working across multiple concurrent projects with shifting priorities
• Proficiency in Microsoft 365 (Outlook, Teams, SharePoint, Excel, PowerPoint)

• Familiarity with Connect Wise Manage or a comparable PSA/ticketing tool
• Exposure to managed services onboarding, client transitions, or IT project coordination
• Comfort with process documentation— you've written a checklist or SOP before and don't find it painful

• The PM's projects are easier to run because your coordination work is solid
• Client communications go out on time and sound polished
• Connect Wise is accurate — statuses, notes, and tasks reflect reality
• Nothing falls through the cracks because you caught it first
• You're growing into a role with more ownership over time

• A team that takes project management seriously and is actively investing in it
• Real opportunity to grow— this role is a launchpad, not a ceiling
• Hybrid flexibility, collaborative environment, and a team that has your back
• You'll see the direct impact of your work on client experience and team efficiency

• Competitive compensation and performance-based incentives.
• Vacation and PTO.
• Employer-paid Health and Dental Insurance for CA employees.
• 401(k) with employer matching.
• Opportunities for professional development, including certifications and ongoing training.
• Engaging, dynamic work on a wide range of client security challenges.