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Junior Software Technical Support Agent - FundPanel Financial Management App built on Salesforce.com

Company: FundPanel
Location: West Jordan
Posted on: February 25, 2021

Job Description:

Junior Software Technical Support Agent - CRM & Financial Management App built on Salesforce.comDo you like to solve problems and help people succeed with their software tools?Aduro Advisors is looking for a new member to join our Customer Success Team. This person has a background in software technical support and Salesforce administration or a desire to become a Salesforce administrator. Aduro Advisors has developed FundPanel, a proprietary cloud-based application on top of Salesforce.--The application is a cloud-based Fund Administration Software solution for the Venture and Private Equity Market.--Designed around an interactive portal for investors, the software is a cost-effective solution that streamlines the back and front-office operations.--Our system combines CRM information, fund data, documentation, and works with third party solutions to create a centralized solution. Aduro Advisor's FundPanel Customer Success Team is a remote team located primarily in the Denver/Boulder Colorado area. We enjoy the challenges and benefits of working remotely along with the empowerment of taking sole ownership of the solutions we produce for our clients. Aduro Advisors offers a challenging environment with lots of room for growth that is balanced with realistic expectations, a supportive team, and respect for your experience. We want to empower you to be your best and feel accomplished as we take our product to a higher level together. We understand you may not have every skill listed below but, if you have the passion & interest, contact us at careers@fundpanel.io or directly on LinkedIn: https://www.linkedin.com/in/tunerstk/Responsibilities & Duties:* Route support tickets daily to the relevant people* Troubleshoot common issues with end users and escalate tickets when needed* Data-entry and mass-data loads for end users* Learn processes, terminology, and use cases of our Venture Capital end-users* Write up solution documents in our knowledgebase to common issues* Assist in building out simple application customizations such as custom html email templates for users* Assist with some break-fix resolution for bugs/errors that are reported by users* Assist with system administration and maintenance of 300+ instances of our application* Assist in Onboarding and Training new users* Qualifications & Skills:?* 1+ years of experience with tech-support and administration of CRM or financial SaaS application* 1+ years of experience working directly with customers via phone, email, and screen-share* Salesforce experience a plus* Excellent listening and questioning skills, combined with the ability to interact confidently with clients to establish what the problem is and explain the solution* Keen critical thinking, problem-solving skills, and attention to detail* Excellent organizational skills such as task planning and priority management* Experience and/or interest in venture capital, private equity, and developing software solutions* Strong Microsoft Excel Skills & any basic experience with coding or desire to learn basic coding* Ideal candidates must be self-motivated with strong written and verbal communication skills.* As a member of the Aduro Advisors team, this individual must be able to grow positive, collaborative relationships with clients and colleagues while working independently at home.

Keywords: FundPanel, West Jordan , Junior Software Technical Support Agent - FundPanel Financial Management App built on Salesforce.com, Accounting, Auditing , West Jordan, Utah

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