CRM Support Specialist (Salesforce)
SS&C Technologies, Inc., Jacksonville, FL, United States
Overview
SS&C Technologies (Nasdaq: SSNC) is a leading financial services and healthcare technology company with headquarters in Windsor, CT and 27,000+ employees in 35 countries. We serve more than 20,000 financial services and healthcare organizations worldwide, delivering expertise, scale and technology. Job Title:
CRM Support Specialist (Salesforce) Locations:
Jacksonville, FL • Hybrid Get To Know The Team
Salentica, a division of SS&C Technologies, is a world‑leading provider of integrated CRM solutions for Wealth & Asset Management firms. We seek an experienced Product Consultant to join our team. We offer scalable, cloud‑based solutions with products like
Salentica Elements
on the Salesforce Lightning Platform and
Salentica Engage
on the Microsoft Dynamics 365 Platform. Why You Will Love It Here
Flexibility:
Hybrid work model and business casual dress code (including jeans) Your Future:
401k 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 Your Diversity:
Commitment to celebrating diverse backgrounds, talents and experiences Training:
Hands‑on, team‑customized, including SS&C University Extra Perks:
Discounts on fitness clubs, travel and more What You Will Get To Do
We are seeking an experienced CRM Support Specialist focused on Salesforce CRM (Lightning Experience + Salentica Elements). You will be an ambitious, self‑motivated problem solver who can work collaboratively with colleagues and clients to deliver high‑quality support. Responsibilities
Provide business and technical support for customers and internal staff on Salentica Elements (Salesforce) Manage support incidents using the client portal and incident management processes to meet or exceed service levels Escalate product issues to the development team, relationship managers, and external support as needed What You Will Bring
Salesforce CRM or similar CRM experience (highly desired) Bachelor’s/Associate’s degree (in IT or related field is desirable but not required) Strong problem identification and solution recommendation skills Outstanding customer service, organization and time management Excellent oral and written English communication skills Self‑motivated; able to grasp concepts quickly with minimal supervision and take ownership Detail oriented and organized; able to manage multiple client incidents Experience in a structured technical support environment preferred Salesforce 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 to work in a fast‑paced customer service/support environment Ambition and self‑motivation Additional Qualifications
Strong analytical and problem‑solving skills Excellent English communication skills (oral and written) How to Apply
Thank you for your interest in SS&C. If applicable, please apply directly through our Careers page on our corporate website:
www.ssctech.com/careers . #LI-MB3 #CA-MB EEO and Benefits
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other protected characteristic. We offer health, dental, 401k and professional development reimbursement.
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SS&C Technologies (Nasdaq: SSNC) is a leading financial services and healthcare technology company with headquarters in Windsor, CT and 27,000+ employees in 35 countries. We serve more than 20,000 financial services and healthcare organizations worldwide, delivering expertise, scale and technology. Job Title:
CRM Support Specialist (Salesforce) Locations:
Jacksonville, FL • Hybrid Get To Know The Team
Salentica, a division of SS&C Technologies, is a world‑leading provider of integrated CRM solutions for Wealth & Asset Management firms. We seek an experienced Product Consultant to join our team. We offer scalable, cloud‑based solutions with products like
Salentica Elements
on the Salesforce Lightning Platform and
Salentica Engage
on the Microsoft Dynamics 365 Platform. Why You Will Love It Here
Flexibility:
Hybrid work model and business casual dress code (including jeans) Your Future:
401k 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 Your Diversity:
Commitment to celebrating diverse backgrounds, talents and experiences Training:
Hands‑on, team‑customized, including SS&C University Extra Perks:
Discounts on fitness clubs, travel and more What You Will Get To Do
We are seeking an experienced CRM Support Specialist focused on Salesforce CRM (Lightning Experience + Salentica Elements). You will be an ambitious, self‑motivated problem solver who can work collaboratively with colleagues and clients to deliver high‑quality support. Responsibilities
Provide business and technical support for customers and internal staff on Salentica Elements (Salesforce) Manage support incidents using the client portal and incident management processes to meet or exceed service levels Escalate product issues to the development team, relationship managers, and external support as needed What You Will Bring
Salesforce CRM or similar CRM experience (highly desired) Bachelor’s/Associate’s degree (in IT or related field is desirable but not required) Strong problem identification and solution recommendation skills Outstanding customer service, organization and time management Excellent oral and written English communication skills Self‑motivated; able to grasp concepts quickly with minimal supervision and take ownership Detail oriented and organized; able to manage multiple client incidents Experience in a structured technical support environment preferred Salesforce 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 to work in a fast‑paced customer service/support environment Ambition and self‑motivation Additional Qualifications
Strong analytical and problem‑solving skills Excellent English communication skills (oral and written) How to Apply
Thank you for your interest in SS&C. If applicable, please apply directly through our Careers page on our corporate website:
www.ssctech.com/careers . #LI-MB3 #CA-MB EEO and Benefits
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other protected characteristic. We offer health, dental, 401k and professional development reimbursement.
#J-18808-Ljbffr