
Financial Application Specialist
2 days ago
The primary service contact assisting customers to effectively utilize Elite 3E software.
Provide technical consultative application support for Elite's 3E product in a non-call center type of project-based environment.
- Pull service request tickets from phone queues and online customer portals. Intake and document concisely the challenge, expectations of resolution, steps to reproduce, and necessary logs, attachments.
- Use case management systems to correctly record all information regarding challenges.
- Use remote access utilities and other resources to replicate customer challenges.
- Leverage internal knowledge base resources, peer knowledge, and documentation for known solutions.
- Isolate causes and take restorative actions while minimizing disruption to the customer's business operations.
- Provide timely and effective status updates throughout the life of the service request until resolution.
- Communicate and recommend complex business processes, procedures, and diverse information to resolve customer issues and potential future preventative actions.
- Maintain appropriate dashboard management, including volume of active service requests and aging specifications of open service requests.
- Provide high levels of soft skills in communication with customers and internal peers.
- Act with an appropriate sense of urgency and follow up to ensure issues are resolved to satisfaction and develop a rapport through successful personal interactions.
- Collaborate and interact with teams, departments, and interdepartmental peers to resolve customer issues effectively and timely.
- Participate in team and escalation meetings and contribute suggestions and solutions to increase effectiveness.
- Actively seek and apply knowledge gained from colleagues and other resources and proactively share knowledge with others.
- Acquire and maintain expertise of Elite's software products and application suites and operating platforms.
- Complete application boot camps and continuing education as necessary.
- Develop and demonstrate SQL skills to a proficient level for the role.
- Acquire new skills, continue to gain technical knowledge of how Elite's software products work in cloud-based and hybrid environments.
- Flexibility – remain flexible to accommodate for an ever-changing landscape of Elite hosted software.
- Help clients use software to adhere to accounting best practices, including month end and year end balancing.
- Remote troubleshooting and complex financial data mining on client systems through extensive use of SQL Management Studio, backend logs, front-end testing, research, and liaising with development teams.
Technical consultative application support experience is required.
Proficient in SQL and case management systems.
Excellent communication and problem-solving skills.
Ability to work effectively in a team environment.
BenefitsA competitive salary package.
Opportunities for professional growth and development.
A dynamic and supportive work environment.
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