- Engage proactively with HR and coordinate candidate selection process by setting interviews with panel.
- Collect and maintain candidate details required for Account onboarding.
- Coordinate with the Onshore Lead to raise onboarding requests and ensure candidates receive necessary documentation on time.
- Follow up with candidates to ensure system and tool access is set up.
- Collaborate with HR to ensure compliance formalities are completed and records maintained in the Account roster.
- Develop, maintain, and continuously improve the project onboarding document.
2. Offboarding
- Partner with HR to manage offboarding activities in compliance with process guidelines.
- Maintain offboarding records in the team roster.
- Create, update, and iterate on the offboarding documentation.
3. Training and Compliance
- Post weekly reminders on the Teams channel for pending mandatory trainings.
- Follow up 1:1 with new joiners and training defaulters to ensure completion.
- Share monthly training summary reports (pending & overdue status) with leadership.
4. Time Entry Management
- Guide new joiners on time entry tools and processes.
- Send weekly and monthly reminders to ensure timely time entry by all team members.
- Prepare time entry summary sheets for Account review.
- Coordinate with Insurance FinOps and Finance teams on time reporting, billing and reconciliation.
5. Reporting and Updates
- Gather weekly and monthly updates from team members and consolidate them in the account tracker maintaining accurate data in all trackers
- Send reminders to stream leads for weekly updates to Client and Delivery Partners.
- Coach junior contractors on best practices for weekly reporting and task management.
6. Team Coordination
- Coordinate with stream owners for recurring team meetings and calendar management.
- Ensure invites and agenda are properly maintained and communicated.
7. Client Interview Scheduling
- Support Delivery Partners in scheduling client interviews by coordinating with HR for candidate availability and client calendars.
- Send reminders to ensure candidate participation.
- Collect interview feedback from the staffing team post-session.
8. Coordination and Administrative Support
- Support the preparation of QBR (Quarterly Business Review) materials.
- Assist in preparing audience lists for CFS sessions and coordinate offshore survey execution.
- Send periodic reminders related to case studies and compliance submissions.
- Track and report monthly compliance updates in line with MSA guidelines, collaborating with TA, InfoSec, and Account leadership.
Key Skills and Competencies
- Strong communication and coordination skills across multiple stakeholders.
- Attention to detail and proactive follow-up mindset.
- Proficiency in MS Office (Excel, Outlook, Teams) and Google Suite (Sheets, Slides etc)
- Valuable understanding of onboarding/offboarding, compliance, and reporting processes.
- Ability to multitask and manage priorities in a fast-paced environment.