Technical Consultant

The role of Financial Application Specialist is to provide technical consultative application support for Elite's 3E product in a non-call center type of project-based environment. The specialist will be the primary service contact assisting customers to effectively utilize Elite 3E software to meet their firm's business objectives.

Job Description:

The specialist will perform the following tasks:

• Pull service request tickets from phone queue and online customer portal. Intake and document concisely the challenge, expectations of resolution, steps to reproduce and necessary logs, attachments.
• Use case management system to correctly record all information regarding challenge.
• Use remote access utilities and other resources to replicate customer challenge.
• Leverage internal knowledgebase resources, peer knowledge and documentation for known solutions.
• Isolate causes and take restorative actions while minimizing disruption to the customer's business operation.
• Provide timely and effective status updates throughout the life of the service request until resolution.
• Communicate and recommend complex business process, procedures, and diverse information to resolve customer issues and potential future preventative actions.
• Maintain appropriate dashboard management which includes volume of active service requests and appropriate aging specifications of open service requests.
• Provide high level 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 team, department, 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 product and application suites and operating platforms and how customers can utilize and/or adapt software to effectively manage their business both financially and operationally. Complete application bootcamps 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 Elites' software products work in Cloud based and hybrid environments while becoming familiar with tools that allow for proactive monitoring of hosted 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.

Required Skills and Qualifications:

The ideal candidate will have the following skills and qualifications:

• Bachelor's degree or equivalent experience in IT, Finance Analyst and/or Accounting and Finance
• 2+ years technical, financial, accounting and/or customer service experience with financial programs
• Thorough understanding of Generally Accepted Accounting Principles (GAAP), and or prior Legal industry accounting experience preferred
• Knowledge in Microsoft SQL Server, MS office, Azure, Azure Monitoring, Smartsheet, IE, Chrome and relational database concepts is a plus
• Exceptional customer service soft skills with expertise in troubleshooting and solving complex problems
• Excellent organizational, time management, written and verbal communication skills.
• Ability to efficiently multitask dynamically and prioritize focus correctly
• Working knowledge of computer hardware and network operating systems and expertise trouble shooting hardware and software compatibility issues across various configurations is a plus
• Prior knowledge/experience in legal finance sector, professional services or similar financial systems environment
• Elite software experience a significant plus
• Experience as a technical support engineer, application support analyst or application support engineer for a SaaS product or company is preferred

Benefits:

The position offers the following benefits:

• Competitive compensation package
• Health plan
• Retirement savings plan with an employer contribution
• Time off
• Paid holidays
• Wellness initiatives
• Rice allowance
• Connectivity allowance
• Travel insurance