Technical Project Coordinator

Posted 3 Days Ago
Irvine, CA
Junior
Financial Services
The Role
The Technical Project Coordinator will support platform users and internal teams by managing support requests, overseeing task progress, maintaining the sprint board for development projects, and generating status reports. The role emphasizes collaboration and organization to enhance workflow efficiency.
Summary Generated by Built In

We are seeking a proactive, detail-oriented, and highly organized Technical Project Coordinator to support our platform users and internal technology delivery teams. In this role, you will be responsible for coordinating day-to-day platform support, task management, escalating issues, maintaining the sprint board for development projects, and producing task progress reports.
This is an administrative role with a focus on day-to-day support, task management, and project coordination. It requires hands-on user and administrative support of our core platforms (Salesforce, Five9, Basecamp) and understanding of the software development lifecycle (SDLC) to effectively coordinate projects.
The ideal candidate has excellent oral and written communication skills, ability to follow up assertively on task progress, tech savvy, and preferably has background in Salesforce.
Key Responsibilities:

  • Production Support Coordination: Intake, route, assign, and escalate production support issues. Communicate, update, and report daily the status of support issues.
  • Hands-on User Support: Provide first line of internal user support to Salesforce, Five9, and related platforms.
  • Task Management: Proactively manage and follow up on cross-functional tasks, ensuring timely progress and completion according to due dates.
  • Sprint Board Management: Diligently manage the sprint board daily, track progress, and ensure the visibility and accuracy of task status.
  • Status Reporting: Generate and distribute regular status updates and reports and other related documentation, to ensure transparency and clear progress communication to management.
  • Process Improvement: Take initiative in recommending opportunities to streamline processes, improve task management, and enhance overall team workflow.

Skills & Qualifications:

  • Education: Bachelor's degree in Business, Information Systems, or a related field, or equivalent work experience.
  • Experience: 2+ years of experience in a user support, project coordination, task management, or similar cross-functional coordination role in marketing operations or technology organizations.
  • Hands-on experience in Salesforce preferred.
  • Hands-on experience in Five9 and marketing automation platforms a plus.
  • Familiarity with agile software development lifecycle and proficiency in task management tools like Basecamp (or similar platforms).
  • Excellent organizational abilities.
  • Excellent written and verbal communication skills.
  • Strong initiative and ability to assertively follow up on tasks.
  • Strong interpersonal skills.

Top Skills

Five9
Salesforce
The Company
HQ: Omaha, NE
7,923 Employees
On-site Workplace
Year Founded: 1909

What We Do

Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.

Mission:
Our mission we help our customers protect what they care about and achieve their financial goals.

Vision:
For every customer a financial future imagined, planned, and secured.

Values:
1. We exist for our customers
2. We act with integrity
3. We are innovative
4. We are accountable for results
5. Together we achieve greatness.

Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.

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