Project Setup Lead

The Project Setup Lead is responsible for the accurate and timely setup of customer projects, contracts, and related system records to support project execution, revenue forecasting, and billing readiness. This role serves as the primary owner of the project setup process, ensuring customer contracts, proposals, purchase orders, and supporting documentation are reviewed, interpreted, and translated into accurate project records within enterprise systems. The Project Setup Lead partners closely with Revenue, Accounts Receivable, Project Management, Business Development, Operations, and other cross-functional stakeholders to resolve exceptions, improve processes, maintain documentation, and drive operational excellence. This position is highly detail-oriented and requires strong organizational skills, contract review capabilities, process improvement experience, and the ability to manage competing priorities in a dynamic environment.

Essential Responsibilities

• Serve as primary owner of project setup activities, ensuring projects are established accurately and timely within NetSuite and other applicable systems.
• Review contracts, statements of work, proposals, purchase orders, and other commercial documents to establish project and billing requirements.
• Review contractual terms to identify project setup and billing requirements and identify missing, incomplete, conflicting, or unsupported information requiring follow-up or escalation.
• Configure project and sales order records according to established business rules and quality standards.
• Partner with Revenue, Accounts Receivable, PMO, Business Development, Proposals, Operations, and systems teams to resolve setup-related issues.
• Manage project setup queues and prioritize work based on business needs, readiness, urgency, and service-level expectations.
• Maintain standard operating procedures, work instructions, training materials, and reference documentation.
• Monitor key performance indicators related to setup quality, turnaround time, backlog management, and process effectiveness.
• Identify recurring issues, perform root-cause analysis, and recommend process improvements to increase efficiency and accuracy.
• Support system enhancements and process optimization initiatives related to project setup and contract administration.
• Provide training and knowledge transfer to backup resources and stakeholders as needed.

Additional Responsibilities

• Monitor project setup performance metrics and recommend operational improvements.
• Participate in cross-functional projects impacting project setup, revenue operations, and system enhancements.
• Assist with audits, compliance reviews, and documentation requests.
• Support implementation of quality control measures and first-time-right processes.
• Contribute to business continuity planning and cross-training initiatives.
• Recommend automation opportunities and workflow improvements that increase efficiency and reduce risk.

Minimum Preferred Qualifications

Education/Experience:

• Bachelor's degree in Business Administration, Finance, Accounting, Project Management, Contract Management, or related field; equivalent combination of education and experience may be considered.
• Minimum 3 years of experience in contract administration, project setup, project coordination, revenue operations, order management, financial operations, project management office (PMO), or related business operations functions.
• Experience reviewing contracts, purchase orders, proposals, statements of work, or other commercial documents.
• Experience working in a regulated, professional services, life sciences, biotechnology, or similar operational environment preferred.

Skills:

• Strong contract review and interpretation skills.
• Exceptional organizational and project coordination abilities.
• Advanced attention to detail and data accuracy.
• Strong analytical and problem-solving capabilities.
• Ability to identify risks, discrepancies, and compliance concerns.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in an exception-driven environment.
• Process documentation, SOP creation, and workflow design experience.
• Process improvement and continuous improvement mindset.
• Strong stakeholder management and cross-functional collaboration skills.
• Proficiency in Microsoft Excel, Word, and enterprise business systems.
• Ability to work independently with minimal supervision.

Preferred Credentials

• Certified Commercial Contracts Manager (CCCM), Certified Professional Contract Manager (CPCM), Project Management Professional (PMP), or similar certification.
• Experience with NetSuite or comparable ERP platforms.
• Experience supporting revenue operations, accounts receivable, project accounting, or contract lifecycle management.
• Prior experience within life sciences, CRO, pharmaceutical, biotechnology, or regulated environments.
• Familiarity with revenue recognition, forecasting, billing, or project financial workflows.

Supervisory Responsibility

• This position has no supervisory responsibilities.

Supervision Received

• Works under the general direction of the Revenue Manager and independently manages routine project setup activities within established procedures and business rules.
• Exercises judgment in prioritizing workload, resolving issues, interpreting documentation, and escalating exceptions as appropriate.
• Infrequent supervision and instructions for day to day work assignments.
• Frequently exercises discretionary authority with established procedures.

Working Environment

• Professional office environment with the ability to work remotely.
• Frequent interaction with cross-functional teams across multiple locations.
• May require periodic travel to company offices for training, meetings, or team collaboration.
• Fast-paced environment that requires balancing multiple deadlines and stakeholder requests.

Physical Demands

• Ability to work in an upright and/or stationary position for up to eight (8) hours per day.
• Repetitive hand movement of both hands with the ability to make fast, simple, repeated movements of the fingers, hands, and wrists to operate office equipment.
• Occasional mobility needed.
• Occasional crouching, stooping, with frequent bending and twisting of upper body and neck.
• Light to moderate lifting and carrying (or otherwise moving) objects, including luggage and laptop computer, with a maximum lift of 20 pounds.
• Ability to access and use a variety of computer software.
• Ability to communicate information and ideas so others will understand, with the ability to listen to and understand information and ideas presented through spoken words and sentences.
• Frequently interacts with others to obtain or relate information to diverse groups.
• Works independently with little guidance or reliance on oral or written instructions and plans work schedules to meet goals; requires multiple periods of intense concentration.
• Performs a wide range of variable tasks as dictated by variable demands and changing conditions with little predictability as to the occurrence.
• Ability to perform under stress and multi-task.
• Regular and consistent attendance.

Position Type and Expected Hours of Work

• This is a full-time remote position.
• Some flexibility in hours is allowed, but the employee must be available during the “core” work hours as published in the BioAgilytix Employee Handbook.
• Occasional weekend, holiday, and evening work needed.