Client Technology Coordinator

The Client Technology Coordinator will work within the Media Communications and Client Services Department under the direct supervision of the department leader. The selected candidate will be responsible for maintaining client relationships, providing client technology demonstrations, trainings, and client support for each technology platform with a concierge-style of service.

• Oversee client technology onboarding for Tier II, Tier III and some Tier IV clients to include setting up client accounts (e.g., Safety One™ platform, RM365 HRAdvantage™ portal (Mineral®), etc.), send welcome emails, attend kick-off meetings to highlight platform capabilities, and schedule and perform platform trainings virtually and in-person.
• Manage client relationships through proactive check-ins on a regular schedule to ensure platform usage and answer questions via phone, email, virtual meetings, and in-person.
• Visit local clients as needed.
• Document client interactions in Applied Epic.
• Monitor platform licenses.
• Respond to client platform questions and escalate technical issues to the appropriate support department.
• Recommend and assign driver training to client’s employees after an auto accident.

• May help present recorded webinars on various client services topics.
• May assist with filming of client services-focused video projects with direction from the department leader.
• May appear as a guest on Rancho Mesa’s podcast to discuss various client services topics.

• Provide media communications team with topics for the Safety One platform and RM365 HRAdvantage portal’s Frequently Asked Questions databases based on feedback and questions from clients.
• May assist media communications team with special projects.

• May assist with organizing, producing, and streaming workshops, webinars, and other events, as needed.

• 1-3 years of customer service experience
• 1-3 years of software as a service (SAAS) customer support experience preferred
• Outgoing and professional demeanor
• Polished presentation skills/public speaking
• Training or teaching experience
  
  Technologically savvy
• Ability to analyze and contextualize information quickly and present ideas and solutions clearly and concisely
• Enthusiasm, creativity, be a self-starter, and a team player
• Excellent written and interpersonal communication skills
• Strong attention to detail and organized
• Ability to write in AP style
• Proficiency with Microsoft Office Suite (i.e., Excel, PowerPoint, Outlook, and Word)
• Proficiency in Squarespace and Adobe Creative Suite (e.g., Audition, Illustrator, InDesign, Photoshop, Premiere Pro) is a plus but not a requirement.

The chosen candidate can expect to work full-time in the office (San Diego, CA).

Five (5) shifts per week, Monday through Friday from 8:00 am to 4:30 pm in the office.