Client Onboarding Project Coordinator

The Opportunity

Bellwether Technology is an established IT Managed Service Provider located in the New Orleans area, serving small to mid-sized businesses for over 40 years. We deliver strategic IT support that helps our clients operate efficiently and grow with confidence. Our employee-centric culture is the foundation of our success and has earned Bellwether recognition as a “Top Workplace” by The Times-Picayune and New Orleans Advocate year after year, based entirely on employee feedback.

We are seeking a Client Onboarding Project Coordinator to play a critical role in welcoming new clients into the Bellwether support ecosystem. In this role, you will lead the onboarding documentation and coordination process, ensuring new clients are fully understood, accurately documented, and smoothly transitioned to their ongoing support teams.

The Ideal Candidate

The ideal candidate is highly organized, proactive, and adaptable. You enjoy managing details, coordinating across teams, and bringing structure to complex environments. You are comfortable working in a fast-paced, client-facing role and take pride in seeing projects through to completion. You are confident communicating with both technical teams and client stakeholders and are not afraid to follow up, ask questions, and keep projects moving forward.

Your Daily Impact

• Document new client IT environments, systems, and networks in a clear, detailed, and organized manner.
• Visit client sites as needed to understand their technology firsthand and build rapport with key stakeholders.
• Translate complex IT environments into documentation that enables Bellwether support teams to provide excellent service from day one.
• Coordinate onboarding activities and timelines, ensuring tasks are completed accurately and on schedule.
• Facilitate smooth handoffs of newly onboarded clients to their assigned vCIO and Account Executive.
• Communicate regularly with internal teams and clients to set expectations and provide status updates.
• Identify and escalate risks, gaps, or concerns related to onboarding or documentation quality.
• Continuously improve onboarding processes, documentation standards, and efficiency.

Measuring Your Success

• New clients are onboarded smoothly, with complete and accurate documentation.
• Support teams feel prepared and confident managing newly onboarded environments.
• Clients experience a seamless transition into Bellwether services and provide positive feedback.
• Projects are completed on time, with minimal rework or follow-up issues.
• Internal stakeholders recognize your organization, follow-through, and communication.

Growth Opportunities

Bellwether is growing, and so are the opportunities within our team. High-performing Client Onboarding Project Coordinators may advance into project leadership roles, process improvement initiatives, or mentorship and
training opportunities, helping shape the future of Bellwether’s onboarding experience.

Requirements

• Strong organizational and prioritization skills, with the ability to manage multiple onboarding projects simultaneously.
• Proven ability to adapt to changing priorities and work comfortably in ambiguous situations.
• Proactive mindset with the confidence to follow up, ask questions, and push tasks to completion.
• Excellent written and verbal communication skills.
• Experience coordinating projects from initiation through completion.
• Familiarity with project management tools or methodologies.
• Ability to collaborate effectively with cross-functional teams.

Technical Understanding

• Working knowledge of Microsoft operating systems (Windows 10, Server 2016, 2019, 2022).
• Familiarity with VMware environments.
• Basic understanding of networking concepts including firewalls, routers, switches, VPNs, and LAN/WAN connectivity.
• Familiarity with Microsoft Azure and Microsoft 365.
• CompTIA A , Network , or Security certifications are preferred but not required.

Compensation & Benefits

• Competitive compensation.
• Medical, dental, and vision insurance.
• 401(k) with company match.
• Paid vacation, sick leave, and holidays.
• Professional development opportunities.
• Company-sponsored employee events.
• Friendly, business-casual work environment.

Additional Information

This position may require travel to client sites and prolonged periods of sitting or standing.

Candidates must be legally authorized to work in the United States at the time of application and throughout employment. Sponsorship is not available.

Bellwether Technology Corporation is an Equal Opportunity Employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.