Technical Account Coordinator

NEXGEN Asset Management

Technical Account Coordinator supporting Client Account Managers at NEXGEN Asset Management. Ensuring successful client engagements through project coordination and operational follow-through.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in project coordination and client management within a SaaS environment, utilizing tools for task tracking, documentation, and process mapping. Proficient in technical support and client communications, ensuring effective collaboration across teams.

Highest-signal resume keywords

Project CoordinationSaaS Tools ExperienceTask/Project Management PlatformsProcess Mapping SoftwareTechnical Documentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project CoordinationTechnical SupportClient SuccessProcess MappingData HandlingRequirements GatheringUATGo-Live SupportAutomation AnalysisSOP Development

Soft Skills

CollaborationCommunicationProblem-SolvingTime ManagementAttention to Detail

Tools & Technologies

ZohoJiraTrelloMicrosoft PlannerVisioSharePointMicrosoft TeamsPower BISmartsheetZendesk

Certifications & Qualifications

Bachelor’s Degree in Information SystemsBachelor’s Degree in Business AdministrationBachelor’s Degree in Project Management

Industry Keywords

SaaSClient ManagementTechnical DocumentationAPI IntegrationsWorkflow AutomationAsset ManagementMaintenance Workflows

About the role

Key responsibilities & impact

Track and manage client-related tasks, projects, and deliverables in collaboration with Client Account Managers.
Maintain and update project tracking tools and dashboards (e.g., Zoho)
Coordinate internal team activities (e.g., support tickets, API integrations, product configuration, QA/testing timelines)
Ensure technical follow-through across engineering, support, and implementation teams.
Document client requirements, meeting notes, use cases, and next steps in tools like Confluence or SharePoint.
Create and maintain technical documentation, including workflows, process diagrams, and configuration trackers.
Prepare client-facing materials, including task trackers, status updates, and technical summaries.
Develop visual workflows and process documentation in Visio, or equivalent.
Support client communications by scheduling meetings, documenting action items, and following up on deliverables.
Monitor support queues and escalate technical issues to appropriate internal teams.
Assist with onboarding and knowledge transfer processes for new clients or feature rollouts.
Analyze internal task workflows and identify areas for automation or streamlining.
Develop SOPs, reusable templates, and standardized tracking tools.
Help evaluate and implement new tools or integrations to enhance task management efficiency.

Requirements

What you’ll need

Bachelor’s degree in a relevant field. (e.g., Information Systems, Business Administration, or Project Management)
1–3 years of experience in project coordination, technical support, or client success—preferably in a SaaS or tech environment.
Experience with SaaS tools and concepts (e.g., user roles, configurations, integrations, APIs)
Strong proficiency in task/project management platforms (e.g., Jira, Trello, or Microsoft Planner)
Proficient in process mapping software (e.g., Visio)
Familiarity with ticketing or CRM platforms (e.g., Zoho, Zendesk, Salesforce, HubSpot)
Intermediate Excel skills (pivot tables, data validation, charts)
Experience using 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 a plus.
Exposure to asset management systems or maintenance workflows is preferred.

Benefits

Comp & perks

Competitive salaries and room for growth
Fun & progressive culture in a dog-friendly office
Flexible work environment
Excellent benefits