Data & Onboarding Coordinator

• We're looking for an Onboarding & Deployment Coordinator to support new hire onboarding and resource planning across the firm. This role keeps our onboarding, scheduling, and staffing data accurate and up to date - coordinating across Operations, Finance, HR, Business Development, and service teams to make sure nothing falls through the cracks.
• You'll spend your day working across multiple systems (like NetSuite and Excel), maintaining trackers, reconciling data, and following up on outstanding information. It's a great fit for someone who's highly organized, detail-obsessed, and comfortable juggling a lot of moving pieces at once.

What You'll Do:

• Onboarding Coordination
• Execute onboarding activities for new employees, ensuring all documentation and approvals are collected
• Build and maintain onboarding checklists and workflows
• Track onboarding progress and flag missing requirements or bottlenecks
• Coordinate handoffs between Operations, Finance, HR, Business Development, and service teams
• Deployment & Workflow Support
• Enter and maintain scheduling updates in NetSuite based on input from Project Managers
• Track and follow up on outstanding scheduling updates and resource assignment requests
• Maintain deployment and staffing trackers
• Assist with tracking employee skillsets, certifications, and service line alignment
• Escalate scheduling conflicts or data discrepancies to management
• Reporting & Operational Support
• Maintain data accuracy across operational systems and reports
• Prepare and distribute recurring reports on a set schedule
• Perform data validation and reconciliation across multiple systems
• Support document management and recordkeeping
• Assist with special projects as needed

What You'll Need:

• Bachelor's degree
• 1–3 years of experience in administration, operations, onboarding, scheduling, data entry, or project coordination
• Strong Excel skills (pivot tables, VLOOKUP/XLOOKUP)
• Excellent attention to detail and commitment to data accuracy
• Strong organizational and time management skills
• Strong written communication skills
• Ability to manage multiple priorities in a fast-paced environment

Nice to Have:

• Experience with NetSuite, Salesforce, Paylocity, SharePoint, or similar platforms
• Experience supporting onboarding, scheduling, or administrative operations in a professional services environment