Job Description

Job Title:

Technical SaaS Task Manager (Client Account Management Team)

Location:

Sacramento, CA (In-Person) or Remote

About NEXGEN Asset Management:

NEXGEN Asset Management delivers powerful, innovative SaaS solutions for asset and maintenance management. We serve cities, utilities, and facilities across the country and are committed to client success and continuous improvement.

Position Overview:

We are seeking a detail-oriented, organized, and proactive Technical SaaS Task Manager to support our Client Account Managers. This role will play a key part in ensuring successful client engagements by managing internal task coordination, client deliverables, and operational follow-through.

If you're a systems thinker with a passion for process and precision and thrive in a tech-forward environment, we want to hear from you!

This full-time, in-person from our Sacramento, CA office or remote and reports to the Chief Innovation Officer.

Key Responsibilities:

Task and Project Coordination

• 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.

Documentation and Reporting

• 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.

Client Support Administration

• 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.

Process Improvement

• 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.

Qualifications:

Education and Experience

• 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.

Technical Skills

• 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.

Personal Attributes:

• Detail-Oriented: You catch the small things others miss.
• Reliable: Known for follow-through and consistency.
• Team-Oriented: You support and enable others to succeed.
• Process-Minded: You’re always thinking about how to make things smoother and more efficient.
• Customer-Focused: You care about the client experience and play a role in delivering it seamlessly.
• Tech-Curious: You're excited to learn new tools and platforms to increase efficiency.

Compensation:

Salary range of $60,000 - $70,000 per year based on experience. 

Why Work at NEXGEN:

• Engage with an innovative and intelligent team 
• Fun & progressive culture in a dog-friendly office 
• Flexible work environment 
• Competitive salaries and room for growth 
• Excellent benefits 

NEXGEN Core Values:

Courage  – Do the right thing & do not be afraid of taking smart risks 

• Be bold and make intelligent decision 
• Take initiative even when faced with adversity 

Innovation  – Promote innovation & continuous improvement 

• Approach work with intellectual curiosity 
• Follow best practices of the industry 

Respect  – Treat others with respect & professionalism 

• Be honest, open, and forthright 
• Approach the organization, clients and team with integrity 

Proactive  – Anticipate & take the initiative to achieve results 

• Be aware of situation and environment 
• Anticipate needs and take initiative to address 

Results  – Deliver exceptional results 

• Hold yourself accountable to deliverables and deadlines 
• Strive for excellence 

Community  – Build a community of co-workers and clients 

• Family-driven culture of teamwork 
• Connect on a personal level with team and clients  

NEXGEN is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 

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