Project & Training Coordinator, Client Services

The Project & Training Coordinator, Client Services is a cross-functional role responsible for supporting the successful implementation of new processes, tools, and initiatives within the Client Services team. This role actively participates in project planning, conducts user acceptance testing (UAT), helps develop and refine training materials, leads or supports internal training efforts, and may assist with direct client scheduling and communication during rollout periods. The ideal candidate is highly organized, collaborative, and comfortable navigating both technical project work and people-focused training and support.

Core Responsibilities & Essential Job Functions

Project Support & Implementation

• Participate in project planning meetings to stay informed of timelines, deliverables, and rollout strategies.
• Collaborate with cross-functional teams to understand business needs and ensure Client Services readiness.
• Perform User Acceptance Testing (UAT) for new systems or tools and document findings and issues.
• Communicate implementation updates and timelines to impacted team members.

Training Development & Delivery

• Review and enhance training materials to ensure clarity, accuracy, and alignment with operational needs.
• Facilitate or support training sessions for Client Services staff on new systems, workflows, or tools.
• Gather and incorporate feedback from learners to improve future training content and delivery methods.
• Serve as a resource for team members during and after training sessions to reinforce learning.

Client Coordination (as needed)

• Support or manage client scheduling and call coordination during early phases of new project launches.
• Participate in client-facing communications and calls to ensure a smooth onboarding or transition experience.
• Escalate issues or feedback from clients to appropriate internal teams to support continuous improvement.

Qualifications

Minimum Education, Experience & Training Equivalent to:

• 2+ years of experience in project coordination, training, client services, or operations.
• Experience with UAT or system testing preferred.
• Familiarity with scheduling, CRM, or training tools a plus.

Knowledge & Skills:

• Sensitivity to working with an ethnically, linguistically, culturally, and economically diverse population.
• A commitment to the values of the organization while demonstrating good judgment, flexibility, patience
  and discretion when dealing with confidential and sensitive matters.
• Proficient in Microsoft Office (Outlook, Word, Excel, Teams, etc.).
• Consistently demonstrate good judgment and decision-making skills while maintaining the highest level of confidentiality.
• Work in an exciting, fast paced high energy environment while effectively multitasking and managing day-to-day responsibilities without supervision.
• Highly organized with excellent time management and attention to detail.
• Personable; able to work comfortably with individuals at all levels within the organization.
• Excellent written and verbal communication skills, including strong presentation abilities and frequent proofreading and document review to ensure clarity and accuracy.
• Problem-solving mindset with a focus on practical solutions.
• Must be highly detail oriented.
• Strong interpersonal skills.

Physical Requirements:

• Must be able to communicate effectively within the work environment, read and write using the primary language within the workplace.
• Visual and auditory ability to work with clients, staff and others in the workplace continuously.
• Frequent speaking and listening (25-75%) to clients, staff, and others in the workplace.
• Utilize computer and cell phone for effective communication.

Conditions of Employment

• Ability to obtain and maintain criminal record clearance through the Department of Justice (DOJ). The People & Performance Department must analyze DOJ/FBI live scan reports in accordance with applicable Federal, State, and Local laws, as well as fitness for the position.
• Ability to obtain and maintain clearance through the Office of Inspector General.
• Must attend any required training.

About Us

Collectively at Catalight, we’re more than a provider of person-centered care, a partner with a purpose and a creator of inspired solutions. We’re a human-centered social enterprise made up of idea generators, curiosity seekers and lifelong explorers who help advance access to critical services and support for people with developmental disabilities. We strive to break down barriers and biases, providing access to innovative individualized care services, clinical research, and advocacy – all powered by intelligent technologies – and by living our values. We are bold, community centered, equity informed, and wellbeing driven.

The statements contained in this job description reflect general details as necessary to describe the principal functions of this job. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas as deemed fit for the organization.