Project Management Associate at Fannie Mae coordinating housing finance projects and managing team efforts. Supporting project goals and timelines while collaborating with executives and planning events.
About the role
- Detail-oriented Salesforce Project Coordinator supporting sales and operations teams for project intake and customer satisfaction. Engaging with customers and overseeing project documentation and installs.
Responsibilities
- Collaborate with sales reps to manage project intake and data entry in Salesforce.
- Verify installation specifications using distance measurement tools to ensure accuracy.
- Coordinate with customers and HOAs to obtain necessary approvals.
- Confirm installation completion and readiness for project closeout.
- Collect customer feedback and reviews post-installation.
Requirements
- 1–2 years of experience using Salesforce (or similar CRM platforms), including data entry, project tracking, and workflow management.
- Strong organizational skills with the ability to manage multiple projects simultaneously in a fast-paced environment.
- Excellent attention to detail , especially when entering and verifying project information.
- Strong communication skills , both written and verbal, with the ability to coordinate effectively with sales reps, customers, and HOAs.
- Ability to use measurement tools (e.g., distance or laser measurement devices) to verify installation specifications.
- Customer-service oriented, with the ability to gather feedback and ensure customer satisfaction.
- Proficiency in Salesforce for data entry, project tracking, and documentation.
- Basic understanding of project workflows and approval processes.
- Comfort using productivity tools such as Google Workspace or Microsoft Office (Docs, Sheets, Excel, etc.).
- Strong problem-solving and follow-up skills to ensure projects move to completion.
- Ability to work independently while collaborating with cross-functional teams.
- High reliability and a commitment to accurate project documentation.
- Prior experience coordinating with homeowners, HOAs, or customer approval processes is a plus.
Benefits
- Work from home set up
- Government Mandated benefits
- Accident Life Insurance
- HMO with 1 dependent
- PTO or Leaves.
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