CRM Support Specialist (Salesforce)

SS&C

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profile Job Location:

Jacksonville, FL - USA

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.

Job Description

CRM Support Specialist (Salesforce)

Locations: Jacksonville FL Hybrid

Get To Know The Team:

Salentica a division of SS&C Technologies a world-leading provider of innovative integrated CRM solutions for Wealth & Asset Management firms is looking for an experienced individual to join our team in the role of Product Consultant.

We offer a range of scalable cloud-based solutions that allow our customers unprecedented levels of integration with products like Salentica Elements on the Salesforce Lightning Platform Salentica Engage on the Microsoft Dynamics 365 Platform.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code including jeans
  • Your Future: 401k Matching Program Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off Sick Leave Paid Holidays
  • Your Wellbeing: Medical Dental Vision Employee Assistance Program Parental Leave
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
  • Training: Hands-On Team-Customized including SS&C University
  • Extra Perks: Discounts on fitness clubs travel and more!

What You Will Get To Do:

We are looking for an experienced individual to join our team in the role of CRM Support Specialist with a focus on Salesforce CRM on the Lightening Experience Salentica Elements. You must be an ambitious self-motivated problem solver to join our Support team. The successful candidate will be a conscientious worker with a record of success who has demonstrated they can work collaboratively with others within the organization and with our clients:

  • Provide business and technical support for our customers and internal staff on Salentica Elements (Salesforce)

  • Manage support incidents using our client portal and incident management processes to exceed client expectations and service level agreements

  • Escalate product issues with development team relationship managers and external support as needed

  • Acquire and maintain on-going knowledge and expertise of Salentica Elements Salesforce

  • Facilitate creation of knowledge base articles for internal and external consumption

  • Provide guidance and expertise to clients on industry best practices during client calls and virtual/in-person workshops

What You Will Bring:

  • Salesforce CRM or similar CRM experience highly desired

  • Bachelors/Associates Degree (in an IT or related field is highly desirable but not required)

  • Methodological problem identification and solving skills; ability to assess an issue to provide solutions and recommendations

  • Outstanding customer service skills organization and time management

  • Excellent oral and written English communication skills

  • Self-motivator; use available resources to grasp concepts quickly with minimal supervision take ownership of problems and follow them through to completion

  • Detail oriented and organized with the ability to manage multiple client incidents simultaneously

  • Experience in a structured technical support environment preferred

  • Salesforce Certification and/or Wealth Management experience an asset but not required

  • 2-3 years experience in a structured technical support environment preferred.

What will set you apart

  • Proven ability in working in a fast-paced customer service/support environment

  • Ambition and self-motivation

  • Strong analytical and problem-solving skills

  • Outstanding English communication skills; both oral and written

Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website: explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or fee-based recruitment services.

SS&C offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.


Required Experience:

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As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on ...
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Leading cloud-based provider of financial services technology solutions. SS&C Technologies owns and maintains the best financial technology in the industry

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