Technical Account Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and coordinate client-related tasks, projects, and deliverables in partnership with Client Account Managers.

• Keep project tracking tools and dashboards (e.g., Zoho) updated and maintained.

• Organize internal team activities (e.g., support tickets, API integrations, product setup, QA/testing schedules).

• Ensure seamless technical follow-through across engineering, support, and implementation teams.

• Record client requirements, meeting notes, use cases, and next steps using tools like Confluence or SharePoint.

• Develop and maintain technical documentation, including workflows, process diagrams, and configuration trackers.

• Prepare materials for clients, such as task trackers, status updates, and technical summaries.

• Create visual workflows and process documentation in Visio or similar applications.

• Assist in client communications by scheduling meetings, documenting action items, and following up on deliverables.

• Supervise support queues and escalate technical issues to the appropriate internal teams.

• Support onboarding and knowledge transfer processes for new clients or feature launches.

• Evaluate internal task workflows and identify opportunities for automation or efficiency improvements.

• Create SOPs, reusable templates, and standardized tracking tools.

• Aid in the assessment and implementation of new tools or integrations to improve task management efficiency.

⛳️ Requirements

• Bachelor’s degree in a relevant discipline (e.g., Information Systems, Business Administration, or Project Management).

• 1–3 years of experience in project coordination, technical support, or client success—ideally within a SaaS or technology environment.

• Familiarity with SaaS tools and concepts (e.g., user roles, configurations, integrations, APIs).

• Strong expertise in task/project management platforms (e.g., Jira, Trello, or Microsoft Planner).

• Proficiency in process mapping software (e.g., Visio).

• Knowledge of ticketing or CRM platforms (e.g., Zoho, Zendesk, Salesforce, HubSpot).

• Intermediate skills in Excel (pivot tables, data validation, charts).

• Experience utilizing collaborative tools (e.g., Microsoft Teams, SharePoint, OneNote).

• Understanding of basic software implementation concepts and lifecycle (requirements gathering, UAT, go-live support).

• Familiarity with data handling or reporting tools (e.g., Power BI, Smartsheet) is an advantage.

• Previous exposure to asset management systems or maintenance workflows is desirable.

🏝️ Benefits

• Competitive salaries with opportunities for advancement.

• Enjoyable and progressive workplace culture in a dog-friendly office.

• Flexible working environment.

• Comprehensive benefits.