CRM Support Specialist

2 weeks ago

Toronto, Canada SS&C Full time

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

CRM Support Specialist (Salesforce)

Locations: Toronto - Front Street

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 & a 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
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more

What You Will Get To Do:
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 workshopsWhat You Will Bring:
- Salesforce CRM or similar CRM experience highly desired-
- Bachelor's/Associate's 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 mínimal 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- #LI-LM1

Unless 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 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.

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