Job Description

CRM Support Specialist

Get To Know Us:

SS&C is leading the way. We continue to look for today’s and tomorrow’s brightest talent, those that 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, 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, 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 *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: 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!
• Wide-Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

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 Dynamics 365 and Salentica Engage. 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.

Responsibilities:

• Provide business and technical support for our customers and internal staff on Salentica Engage (Dynamics 365). 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 Dynamics 365/Salentica Engage CRM
• 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:

• Microsoft Dynamics or similar CRM and customer service/help desk 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; 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
• Microsoft 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 communication skills; both oral and written

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. SS&C Technologies Canada Corp. fosters a positive, equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process. We will work with applicants requesting accommodation at any stage of this process. If you require any accommodation during the application and hiring process, please contact: tacanada@sscinc.com. No phone calls or email applications please. We thank all candidates for their interest, but only those under consideration will be contacted.

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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.