onsite
Technical Support Analyst - investorflow
Software Engineer
Seeking a technically curious and problem-solving Technical Support Analyst to join InvestorFlow's Client Support team. This role focuses on supporting a specialized CRM built on Salesforce.
About the role
Key Responsibilities
- Provide technical support to clients.
- Troubleshoot and resolve issues related to the InvestorFlow CRM platform.
- Assist clients in utilizing digital portals effectively.
- Collaborate with the Client Support organization to ensure client satisfaction.
- Analyze and understand client needs to improve service delivery.
Requirements
- Demonstrated technical curiosity and strong problem-solving abilities.
- Experience with CRM systems, particularly Salesforce, is highly desirable.
- Ability to effectively communicate with clients and internal teams.
- Experience in a client support or technical support role.
- Understanding of alternative asset firms and their needs is a plus.
Skills
salesforcecrmproblem solving