Client Project Setup and Maintenance Coordinator

We are designing the grid of the future 

The Client Project Setup and Maintenance Coordinator plays a key role in ensuring the accuracy, consistency, and efficiency of project setup and maintenance across systems. This position acts as the bridge between the Sales, Finance, and Operations teams — ensuring that project data flows seamlessly from Salesforce (or CRM) into the company's ERP/Project Management system. The ideal candidate is detail-oriented, process-driven, and enjoys working cross-functionally to ensure smooth project lifecycles from initiation to closeout.

How you can make an impact:

Project Setup & Maintenance

• Create, validate, and maintain new project records in the ERP/Project Management System based on information received from Salesforce or other intake sources.
• Ensure accuracy and completeness of project data, including client information on the system.
• Perform project updates and modifications as needed, ensuring all changes are documented and approved.
• Conduct regular project cleanup and closeout activities, ensuring inactive or completed projects are archived appropriately.

Data Integrity & Systems Alignment

• Serve as the primary liaison between Sales, Finance, and Operations for project setup.
• Manage the reconciliation and alignment of project data between the CRM (Salesforce), the ERP/Project Management System, and the accounting platform (e.g., QuickBooks).
• Identify and resolve data discrepancies promptly to ensure system consistency.

Operational & Administrative Support

• Act as the focal point for project-related inquiries — including timecard entries, access issues, and activity code setups.
• Manage the shared email inbox, ensuring timely responses and appropriate follow-up on all project-related requests.
• Oversee new employee setup and terminations in the ERP/Project Management System, maintaining proper project and role assignments.
• Coordinate with other team members on intake forms and assuring completion of projects and data integrity

Collaboration & Process Improvement

• Partner with Finance, Sales, and IT to improve system integration and workflow efficiency between platforms.
• Participate in cross-functional initiatives aimed at enhancing data governance and project lifecycle management.
• Provide input to continuously improve automation and process transparency in project setup and maintenance.
• Support ad hoc projects or analyses as assigned by management.

Confidentiality & Compliance

• Maintain the highest level of confidentiality and data integrity when handling employee, client, or financial information.
• Ensure all work complies with company policies, internal controls, and accounting standards.

Bring your passion, here's what's needed:

• 2–4 years of experience in project coordination, operations support, or financial data management preferred.
• High attention to detail and accuracy.
• A proactive mindset with a willingness to learn and adapt.
• Excellent organizational and time management skills to handle multiple tasks efficiently.
• Strong communication and interpersonal skills to collaborate with colleagues and external stakeholders.
• Proactive mindset with strong problem-solving skills and ability to adapt to evolving priorities.
• Strong interpersonal and communication skills for cross-departmental collaboration.
• Proficiency in Salesforce, ERP/Project Management Systems, and Microsoft Excel; familiarity with accounting software (e.g., QuickBooks) is a plus.

Lead the change

Be a part of an innovative team shaping the grid of the future through advanced energy intelligence.  For more than half a century, Electric Power Engineers (EPE) has partnered with power and energy clients across the globe, providing consulting expertise and energy intelligence software solutions for complex engineering and grid modeling challenges. As leaders in the renewables space, we are focused on building a modern, secure, and resilient grid.   Join us in making an impact on the communities we serve and the environment in which we live. Together we can transform the future of energy.  

How we support you:

• Comprehensive Health & Life Insurance: 100% premium coverage for employees, with partial coverage available for eligible dependents.
• Opportunity to work on cutting-edge automation solutions for the power industry.
• Collaborate with a team of experts in software engineering, renewable energy, and grid technologies.
• Flexible hybrid work environment with opportunities for professional growth and innovation.
• EPE is an equal opportunity employer and values diversity in its workforce.

Location: This position will be located in Panama City, Panama

Travel:  Occasional travel may be needed (10% or less)

EPE is an equal opportunity/AA/Disability/Veteran employer. The EEO is the Law poster, and its supplement are available using the following links: EEOC is the Law Poster

Third-Party Recruiting Notification

EPE does not accept unsolicited resumes from third-party recruiters. Any unsolicited third-party resumes forwarded by recruiters to EPE via our career page or to any of our managers or employees will be considered public information, may be treated as a direct application from the person identified in the resume, and will not be eligible for placement fee payment to the agency. EPE will not pay a fee to a third-party recruiter or agency without a previously signed third-party agreement and has not coordinated their recruiting activity with the appropriate member of the Talent Acquisition team. 

#LI-AA2