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Helping changemakers buy, build and run technology that creates value.
The Role
As a Resource Coordinator, you'll manage scheduling and communication with resources while maintaining data accuracy in project systems.
Summary Generated by Built In
This role is perfect for someone with 1-3 years' experience, who is looking to quickly broaden their experience in resourcing in professional services and operational co-ordination.
What we believe
In the past few years, private equity investors have invested more than a trillion dollars in software and tech-enabled companies. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk?
We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do.
Our role
We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology.
What we value
You could be a good fit for Crosslake if you see yourself reflected in our guiding values:
Service. We effect change by empowering others.
Curiosity. We believe great advice starts with deep understanding.
Credibility. Our expertise is earned and proven.
Commitment. It’s our privilege to serve clients in their critical moments.
Creativity. We are inspired by the constant pursuit of better.
The role
The Resource Operations team is responsible for the management and effective scheduling of our resources for all our client engagements. At Crosslake our resource is our people; project delivery teams made up of an unmatched community of highly skilled professionals, including FTEs and practitioners—architects, engineers, consultants, and former CTOs and CIOs.
As a Resource Coordinator, you’ll play a key role in supporting the management of our resource pool. You’ll act as a primary point of contact, keeping consistent communication with resources to provide real‑time visibility of availability and skills, along with driving timely updates, reporting and administration activities.
Working across Salesforce, Suite Projects Pro and our internal tracking tools, you’ll help maintain a single, trusted view of capacity and project timelines so stakeholders can rely on accurate resourcing data.
This is a remote role working autonomously, prioritising your workload, driving follow-ups, and keeping systems up to date while collaborating with the team via Slack, email and Zoom. You will also have access to the Manchester City Centre hot desking office.
Key Responsibilities:
- Maintain accurate data around skills, expertise and project assignments in all internal systems.
- Proactively and systematically engage with resources to understand and track availability, including project timeline and commitment changes
- Support the Resource Manager in identifying and matching requested skills and experience within the resource pool to meet project requirements
- Support the Resource Manager by ensuring resource availability and project changes are communicated and documented correctly, timely and with relevant context
- Report on daily global resourcing availability
- Supporting correct and timely system administration
- Provide coordination support for resource onboarding activities
Person Requirements
- Excellent communication, both written and verbally, with the ability to deliver concise, summaries and relay specific details efficiently to senior stakeholders.
- Highly organised with strong prioritisation skills; able to manage multiple concurrent requests and shifting timelines in a fast-paced, deal-driven environment.
- Demonstrated ability to pull together information from multiple sources, reconcile discrepancies, and have a holistic view of team, project and operational needs
- Strong attention to detail and a “data hygiene” mindset; able to maintain accuracy across multiple systems and spot inconsistencies before they become issues.
- Confident problem-solver who can surface conflicts early and propose practical options and trade-offs
- Takes initiative and has a willing, collaborative attitude
- Proficient in Microsoft - particularly Excel and Outlook
- Comfortable learning and working across systems (e.g., Salesforce, Suite Projects Pro, internal skills/availability tools); quick to come up to speed on new tools and processes.
Ideal Candidate will also have:
- Experienced in dealing with varying levels of seniority
- Experience in resource coordination, scheduling, staffing operations, project coordination, or professional services operations is highly desirable
- Exposure to private equity-backed environments, M&A/technology due diligence, or time-sensitive deal contexts is a plus; ability to learn quickly is required.
- Able to identify opportunities to improve templates, taxonomies, and workflows that increase accuracy and reduce turnaround time (process improvement is encouraged but not required)
Top Skills
Excel
Microsoft Outlook
Salesforce
Slack
Suite Projects Pro
Zoom
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The Company
What We Do
Crosslake was founded in 2008 by an original member of Microsoft’s Engineering Excellence team with the intent to help changemakers buy, build and run technology that creates value. Crosslake’s unmatched community of technical practitioners – former CTOs, CIOs, architects and engineers – are skilled at translating technology buzzwords into actionable, business-focused insight. Their seasoned judgement is supported by the patented Corsis® platform, which leverages data from more than 3,500 prior technology M&A transactions to define objective, measurable TechIndicators® that private equity investors and management teams rely upon to deliver strategic value creation initiatives and inform diligence. Learn more at www.crosslaketech.com.
Why Work With Us
Our guiding values
Service- Our passion is empowering the success of our clients and colleagues.
Curiosity- We believe great advice starts with deep understanding.
Credibility- Our expertise is earned and proven.
Commitment- It’s our privilege to serve clients in their critical moments.
Creativity- We are inspired by the constant pursuit of better.
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