Client Services Coordinator

Position Summary

As a Client Services Coordinator, your role may include providing ongoing individual or group training, writing documentation, troubleshooting system issues, and serving as the primary point of contact between the Agency and Kologik resources to answer questions and resolve issues.

Essential Duties And Responsibilities

• Participate in kickoff meetings to understand expectations, introduce team members and discuss timelines
• Work directly with the agency to understand how they conducted business before Kologik and to work with the Agency to determine any differences in processes when transitioning to Kologik solutions
• Attend regular meetings to communicate progress with stakeholders and other team members and request updates and assistance if appropriate.
• Perform system configuration and new user setup
• Document any issues in Kologik’s ticketing system
• Work with the Kologik team to resolve issues and communicate updates back to the Agency
• Write documentation regarding the use of the system and how it differs from past processes
• Conduct individual or group training on request
• Attend Agency meetings as requested to capture requirements, provide updates, and assist in adoption of the system
• Provide system usage reports to management and recommend solutions to increase usage if desired by the agency
• Create and nurture relationships within the Agency at multiple levels
• Act as the primary point of contact for the Agency and Kologik resources
• Work on special customer projects as requested
  
  

Minimum Qualifications (Knowledge, Skills, And Abilities)

• Minimum two years' experience managing customer-facing projects.
• Experience with SaaS projects are highly desirable
  
  

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