The Advisory Services Coordinator supports client onboarding, project scheduling, and administrative tasks, facilitating communication between sales and service teams.
The Company
SpryPoint is revolutionizing how utilities serve their communities. As a high-growth software company, we're shaking up the status quo in the utility industry with the first and only cloud-native platform built specifically for modern utilities.
Founded by industry veterans in 2012, we've grown from a profitable startup to a rapidly scaling company of 285+ employees serving 100+ utility clients across North America and the Caribbean. Our mission is simple: utility leaders should expect more from their technology providers.
We deliver comprehensive solutions including SpryCIS, SpryEngage, SpryMobile, and SpryWallet that modernize the entire meter-to-cash process. What sets us apart? Our "updates, not upgrades" approach, user-centric design, and unwavering focus on customer success—achieving 100% customer reference ability.
Backed by strategic investment from Norwest Venture Partners since 2023, we're accelerating our growth while staying true to our core values: lead with kindness, vision with impact, radical honesty, bold disruption, keep it simple, and execute with excellence.
Join us in transforming an essential industry that powers communities across the Americas.
We are seeking a highly organized and detail-oriented Advisory Services Coordinator to join our team.
In this role, you will provide critical support to the Advisory Services Team, which is responsible for client onboarding and ensuring a smooth handoff from sales to service delivery. You assist with the creation of project schedules, track and coordinate Statements of Work, and handle administrative tasks to support the timely closing of contracts and internal visibility.
Acting as a conduit between our sales team and service delivery team, you will play a key role in aligning expectations, timelines, and resources.
Additionally, you will support our strategic partners by addressing inquiries, coordinating resources, and ensuring they have the tools needed to succeed. This role is ideal for someone who thrives in a fast-paced environment, enjoys managing multiple priorities, and has strong communication and organizational skills.
📍Location & Travel:
Our ideal candidate is based in PEI, Charlottetown and can work a flexible hybrid schedule. This role involves approximately 10-15% travel within North America, including potential client-facing sales meetings.
📌 Responsibilities:
- Converting SOW/contract requirements into project schedules and plans, including estimates, resources and target dates
- In coordination with the Engagement Lead, ensure project documentation is maintained in accordance with business processes
- Using keen attention to detail to support the delivery of professional project documentation
- Develop engaging internal relationships across several departments and strata of the organization
- Complete activities as directed by the business processes to support Client Onboarding
- Generate reports on interactions, metrics, and feedback
- Assist in the implementation of new processes to improve client interactions
🎓 Qualifications:
- Post-secondary degree or diploma, preferably in project management or business administration
- Minimum one year of experience in project coordination or related field
- Familiarity with Agile methodologies and SaaS implementations
- Strong written, verbal and presentation skills
- Communication, problem-solving, change management and organizational skills
- PMP, CAPM or comparable project management designation would be considered an asset
- Experience or familiarity with the utilities industry would be an asset
- General familiarity or experience working with Management Information Systems such as Customer Information Systems (CIS), Work Orders & Asset Management (WAMS), Mobile Workforce Management (MWM), and/or Geographic Information Systems (GIS) is a bonus.
🛠 Technical Skills:
- Fluent with productivity tools such as Google Suite, Microsoft Office and others
- Experience with web-based Portfolio/Project/Product Management tools
- Previous experience with Kantata OX or other PSA platforms would be an asset
- Experience with Salesforce and Confluence is highly desirable
- Both traditional and agile project management methodology training would be an asset
- Experience with SaaS-based product implementations would be an asset
⭐ Competencies:
- Proven interpersonal skills, the ability to build and strengthen relationships (both internal and external), and the ability to foster cooperation with numerous stakeholders, including senior management, clients and business partners
- A client-first attitude with strong problem-solving skills
- Exceptional communication skills and ability to form engaging relationships
- Continuous improvement mindset and ongoing desire to learn and proactively bring forward new ideas
- Ability to logically create project schedules
- Effectively prioritize and execute tasks in what can be a fast-paced environment
- Strong analytical problem-solving skills with an emphasis on making decisions quickly and effectively
- Exceptionally organized and able to build and follow defined processes to ensure all tasks/steps are completed
- Confidence to work both independently and as a member of internal teams
- Strong written/documentation skills with excellent attention to detail
- Experience working within a matrix environment
💫 Expect More From Your Career at SpryPoint
🚀 Work your way - Remote-first environment with flexible working hours across North America
💰 Competitive Total Rewards - Comprehensive compensation package that grows with you
💻 Complete Setup - MacBook + $500 to create your ideal home workspace
🏥 Total Wellness - Health, dental, vision, and life insurance from day one
🏝️ Recharge Time - Generous PTO, Summer Friday half-days, and unlimited sick days
📈 Future Security - RRSP (Canada) and 401k (US) matching programs
🧠 Continuous Growth - $2,500 annual development fund, tuition assistance, and Book Bounty program
🧳 Team Connection - Annual company events and team offsites that bring us together
Professional Identity Verification
To help us verify candidate authenticity and streamline our screening process, we strongly encourage candidates to include a link to their LinkedIn profile and verify it with their current work email address. While not required, this helps us confirm your professional background and accelerates our review process. Candidates with verified LinkedIn profiles typically receive faster responses and priority consideration during our screening process. Note that all final candidates will complete a background check and identity verification as a part of our SOC 2 compliance procedures.
Equal Opportunity & Inclusion
SpryPoint is an equal-opportunity employer committed to creating an inclusive environment where everyone can thrive. We welcome applications from all qualified candidates regardless of race, religion, color, national origin, ancestry, sex, sexual orientation, gender identity, age, physical or mental disability, medical condition, genetic characteristics, veteran or marital status, pregnancy, or any other classification protected by applicable laws.
Accommodations
Need accommodations during our interview process? Let us know and we'll work with you to provide the necessary support.
Top Skills
Confluence
Google Suite
Kantata Ox
MS Office
Project Management Tools
SaaS
Salesforce
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