CRM Support Specialist

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 - Dynamics 365

Location: Toronto - Front Street office | Hybrid

Get To Know Us:
SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation to name a few. We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.

Salentica, is a division of SS&C Technologies, a world-leading provider of innovative, integrated CRM solutions for Wealth Management firms. 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 Lightening Platform and Salentica Engage on the Microsoft Dynamics Platform.

Why You Will Love It Here
- Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: RRSP 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 Learning Institute
- 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 Engage. Manage support incidents using our in-house software and processes to exceed client expectations and service level agreements
- Escalate product issues with development team, account managers, and external support as needed
- Acquire and maintain on-going knowledge and expertise of Salentica Engage and the Dynamics 365 CRM platform
- Facilitate creation of knowledge base articles for internal and external consumption
- Provide guidance and expertise to clients on industry best practices

What You Will Bring:

- Experience with a CRM, specifically Microsoft Dynamics highly desired
- Post-secondary degree/diploma in an IT or related field required
- Methodological problem identification and solving skills; ability to assess an issue to provide solutions and recommendations
- Outstanding customer service skills; oral, written communication, organization, and time management
- Self-motivator; able to grasp concepts quickly with mínimal supervision, take ownership of problems and follow them through to completion
- Experience in a structured technical support environment preferred
- Microsoft Dynamics Certifications and/or Wealth Management experience an asset, but not required
- 2-3 years’ experience in a structured technical support environment preferred.
- Proven ability of working in a fast-paced customer service/support environment
- Ambition and self-motivation
- Detail oriented and ability to resolve issues for clients
- Strong analytical and problem-solving skills
- Experience in the Financial Services industry
- Ability to work effectively in a team environment


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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.