Project Setup Lead

At BioAgilytix, we are passionate about premier science and the impact it has on our world. Our team of highly experienced scientists and professionals deliver tailored services for supporting new medicine breakthroughs with best-in-class bioanalytical services. We are tirelessly committed to our customers by being solution-oriented and deadline-driven. . . and we are growing. Our culture is fast-paced, fun and never boring. Because we work across numerous clients and drug modalities, your career can develop rapidly. You’ll gain experience with a variety of challenges all while you enable life-changing, life-saving therapeutics to the patients who need them.
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
Benefits And Other Perks
Medical Insurance (HDHP with HSA; PPO), Dental Insurance, Vision Insurance, Flexible Spending Account (medical; dependent care), Short Term Disability | Long Term Disability Life Insurance, Paid Time Off (4 weeks per year), Parental Leave, Paid Holidays (9 scheduled; 5 floating), 401k with Employer Match, Employee Referral Program
COMMITMENT TO EQUAL OPPORTUNITY
BioAgilytix provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, service in the military, or any other group protected by federal, state, or local law.
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