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
Engineering Lead building performance, resilience, and observability testing for Vancity’s member - owned credit union platforms. Leading Performance SDETs and embedding automation into CI/CD.
Dual - licensed optician dispensing quality eyewear and developing Walmart’s optical business. Guiding customers on frames and lenses while providing precise fitting and exceptional service.
Fire protection specialist designing suppression and alarm systems for AtkinsRéalis’ Canadian infrastructure projects. Preparing engineering studies, technical reports, and compliance documentation across multidisciplinary teams.
Aquatic Ecologist leading aquatic field programs, assessments, and project delivery for SLR Consulting’s environmental and sustainability consultancy. Supporting mining and infrastructure projects across British Columbia.
Materials Coordinator supporting Arc’teryx’s Raw Materials Development Team. Coordinating textile data, testing, supplier meetings, and seasonal material commercialization.
Junior Solutions Specialist implementing and customizing Method CRM, a small - business workflow platform. Consulting with customers, delivering training, and designing tailored CRM solutions.
Electrical Superintendent leading Ledcor’s industrial infrastructure projects across Western Canada. Overseeing electrical construction, safety, crews, schedules, quality, and turnover.
DERMS Solutions Specialist deploying GE GridOS DERMS software for utility clients. Designing integrations, automating data workflows, and leading requirements, testing, and client delivery.
DERMS Solutions Specialist deploying GE GridOS software for utility distributed - energy management. Designing integrations, automating data workflows, and guiding client implementations.