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About the role
- Client Solutions Specialist supporting Mortgage Automator’s private-lending software clients. Troubleshooting issues, documenting CRM interactions, and improving customer support and software quality.
Responsibilities
- Diagnose, troubleshoot and respond to customer inquiries and requests via various communication channels.
- Escalate issues as required.
- Provide guidance and support to clients on the software.
- Document all interactions in the CRM and help maintain a comprehensive knowledge base.
- Foster relationships with clients.
- Contribute to exceptional technical support, customer account management, and quality assurance testing.
- Collaborate closely with cross-functional teams to resolve technical issues promptly and continuously improve software offerings.
- Perform other duties as assigned.
Requirements
- Post-secondary education in Business, Finance, Accounting, Computer Science, Information Technology, Software Quality Assurance, or a related field is considered an asset.
- Equivalent hands-on experience in technical support, client support, software support, SaaS, fintech, mortgage lending, private lending, accounting, quality assurance testing, or software troubleshooting will also be considered.
- Comfortable working with numbers, calculations, reports, and data-driven issues.
- High attention to detail, especially when reviewing financial information, system behaviour, and client-reported discrepancies.
- Ability to think critically, ask thoughtful questions, and work through problems methodically.
- Strong written and verbal communication skills, with the ability to explain complex concepts clearly.
- Experience with mortgage lending, private lending, financial technology, accounting, or SaaS platforms is considered an asset.
- Detail-oriented and methodical in identifying and documenting issues.
- Strong organizational and time-management skills, capable of multitasking and meeting deadlines in a fast-paced startup environment.
Benefits
- Competitive paid vacation
- Dedicated personal leave supporting total well-being, including physical recovery or mental health
- Flexible schedule blending collaborative office time with remote work
- Monthly team lunches
- Continuous professional development with internal training and learning opportunities
- Professional, supportive environment with tools and technology needed to succeed
- Comprehensive Health Benefits
Job title
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Experience level
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Degree requirement
No Education Requirement
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