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

Location(s):  Jacksonville, FL

Get To Know Us:

SS&C is leading the way.  We continue to look for today’s and tomorrow’s brightest talent, those who embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to reach out and apply to our welcoming and inclusive environment.

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 that promotes flexibility, authenticity, and offers 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 enable our customers to achieve unprecedented levels of integration with products like Salentica Elements on the Salesforce Lightning Platform and Salentica Engage on the Microsoft Dynamics Platform.

What You Will Get To Do:

• Provide business and technical support for our customers and internal staff on Salentica Elements/Engage. Manage support incidents using our in-house software and processes to exceed client expectations and service level agreements
• Escalate product issues with the development team, account managers, and external support as needed
• Acquire and maintain ongoing knowledge and expertise of Salentica Elements and the Salesforce Lightning Platform
• Facilitate the 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 Salesforce Lightning or Microsoft Dynamics is 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 minimal supervision, take ownership of problems, and follow them through to completion
• Experience in a structured technical support environment preferred
• Salesforce/Microsoft Certification and/or Wealth Management experience is an asset, but not required
• 2-3 years’ experience in a structured technical support environment preferred.

• Proven ability in working in a fast-paced customer service/support environment
• Ambition and self-motivation
• Detail-oriented and able 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

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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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.