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. Youre not managing delivery youre making sure every moving part is tracked every task has an owner and nothing falls through the cracks. If youre someone who thrives on process hates loose ends and takes pride in keeping a project board spotless this role was written for you.

WHAT YOULL DO
Project Coordination & Tracking

• Support the onboarding PM across a portfolio of active MSP onboarding conversion and offboarding projects
• Maintain accurate project documentation in ConnectWise 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

Client Communication Support

• 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
  

Internal Coordination

• 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

Process & Documentation

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

WHAT YOU BRING
Required

• 13 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 dont 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)
  

Preferred

• Familiarity with ConnectWise Manage or a comparable PSA/ticketing tool
• Exposure to managed services onboarding client transitions or IT project coordination
• Comfort with process documentation youve written a checklist or SOP before and dont find it painful

WHAT SUCCESS LOOKS LIKE

• The PMs projects are easier to run because your coordination work is solid
• Client communications go out on time and sound polished
• ConnectWise is accurate statuses notes and tasks reflect reality
• Nothing falls through the cracks because you caught it first
• Youre growing into a role with more ownership over time

WHY CYBER ADVISORS

• 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
• Youll see the direct impact of your work on client experience and team efficiency

WHAT WE OFFER

• 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.