What will you contribute?
The holder of the role is a product generalist for multiple products, that logs new support requests, provides triage level support and data collection, trains clients on self-service tools and uses knowledge base to provide known solutions to common issues.
Responsibilities & Deliverables:
Your deliverables will include, but are not limited to, the following:
- Clearly and professionally communicate with clients to gather data on their support issues.
- Thoroughly document all interactions with clients in SalesForce case tracking system.
- Educate clients on availability and usage of on-line tools.
- Adhere to Finastra Client Services standards and processes while also ensuring assigned performance targets and service level objectives are met.
- Create or recommend updates to knowledgebase articles for internal and external use with goal of spreading knowledge internally while also reducing and deflecting support requests from clients.
- Apply the knowledge found in existing knowledge articles to successfully resolve client issues. This may involve sending a client an article directly or using knowledge found in an article to help a client via the phone.
- Maintain proficient knowledge of job-related information as required. This may include financial institution, compliance, or technical information.
- Build and maintain general knowledge on multiple Finastra Lending Business Unit products.
- Provide triage support or assistance to Finastra Sales and Training staff as required.
- Maintain a general knowledge of company procedures and policies.
- Build, maintain and run internal reports as needed for management
- Participate in department projects and tasks as needed
- Excellent written and verbal communication in English
- Analytical abilities, attention to detail, stability, responsibility as well as customer and team focus
- Ability to work independently as well as part of a customer facing team
- Perform additional duties or special assignments as required.
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Required Experience:
- Familiarity with basic computer, network, operating systems, and cloud.
- General proficiency with Microsoft Office and Office 365 applications
EDUCATION / CERTIFICATIONS
- Bachelor's degree in information systems or related discipline or equivalent skills.