CRM Support Specialist - Financial Services

Client Services & Technical Support Jacksonville, Florida



We are looking for an experienced individual to join our team in the role of CRM Support Specialist. 

You must be an ambitious, self-motivated individual 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. 



  • 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 development team, account managers, and external support as needed
  • Acquire and maintain on-going knowledge and expertise of Salentica Elements and the Salesforce Lightning Platform
  • Facilitate creation of knowledge base articles for internal and external consumption
  • Provide guidance and expertise to clients on industry best practices


Required Skills and Experience

  • Experience with Salesforce Lightning or 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 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 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
  • Detail oriented and ability to resolve issues for clients
  • Strong analytical and problem-solving skills
  • Outstanding communication skills; both oral and written


SS&C Offers: 

  • An extensive health benefit program which includes Health, Dental and Vision
  • 401(k) matching program
  • Generous Tuition Reimbursement program
  • Business Casual work environment and Work Life Balance
  • Plus, a Global Flexible Time Off (FTO) policy, providing the freedom and flexibility to take the time off that you need - when you need it.