Senior Client Support Specialist
果公司是全球领先的信用智能，数据和分析提供商。自2013年以来，跨越对冲基金，投资银行，管理咨询和律师事务所垂直领域的数万名专业人士都依赖果公司来与快速发展的信贷市场步伐相应做出更好，更快，更有信心的决策。查看更多信息：在 Octus Octus 工作聘请全球各地的创新者和开拓者以增长思维推动我们的业务和文化。我们的核心价值观 动作导向，第一心态，有效的球员以及驱动到 Excel 团队定义了组织伦理，它具有高性能，就像人类一样。其他优惠中，Octus 员工享有竞争性健康福利，匹配的401k 和养老金计划，PTO,慷慨的父母假期，健身房补贴，职业发展教育退款，认可方案等。角色高级客户支持专家负责支持天路产品套件。他们将负责支持现有的客户贸易工作流程，安装新客户资金，安装新的客户交易工作流程，支持客户许可模型和角色，配置和支持应用程序布局以及日常支持问题的故障解决。高级客户支持专家将与天路 COO 密切合作，为所有天路客户端记录和开发贸易工作流程，交易模板以及应用程序许可矩阵的增强支持过程。他们还负责在天路模块中实现应用程序布局一致性。客户支持团队是对所有的天路客戶的前线支持。高级客户服务专家将会与开发团队沟通需要升级的问题。他们也将与项目管理团队合作，协助新客户端安装并理解和记录新的客户的工作流程和权限。高级客户支持专家还将协助与客户端安装相关的配置和测试。天空之路技术团队由前端开发人员，服务器侧开发人员和数据开发人员组成。技术团队密切合作，客户服务团队和高级管理层为 Sky Road 产品提供最新功能。这一角色将确保客户体验取得成功。关键责任：· 支持客户支持责任：·
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Octus
Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.
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Working at Octus
Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. Our core values – Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel – define an organizational ethos that’s as high-performing as it is human. Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, and much more.
Role
The Senior Client Support Specialist is responsible for support of the Sky Road Product Suite. They will be responsible for supporting existing client trade workflows, onboarding new client funds, onboarding new client trade workflows, supporting client permission models and roles, configurating and supporting application layouts, and the troubleshooting of daily support issues.
The Senior Client Support Specialist will work closely with the Sky Road COO to document and develop enhanced support processes for trade workflows, trading templates, and application permission matrices for all Sky Road clients. They will also be responsible for application layout consistency across the Sky Road modules.
The client support team is the front line of support to all Sky Road clients. The Senior Client Support Specialist will communicate with the development team on issues that require escalation. They will also work with the project management team to assist with the onboarding of new clients and to understand and document new client workflows and permissions. The Senior Client Support Specialist will also assist with client onboarding related configuration and testing.
The Sky Road technology team consists of front-end developers, server-side developers, and data developers. The technology teams closely collaborate with each other, the client services team, and senior management to deliver the latest features into the Sky Road products. This role will ensure the client’s experience is a success.
Key Responsibilities
Client Support Responsibilities:
- Support of Sky Road client trade workflows and templates
- Support of Sky Road client permission and role models
- Onboarding new client trade workflows and templates
- Onboarding new client funds and fund attributes
- Documentation of client trade workflows, trading templates, and permission models
- Ownership and support of application layout consistency
- Communicate and escalate with the development team on support issues
- Coordinate with project managers on client onboarding
Required Qualifications:
- Experience working in a support capacity
- Experience with Trade and Order Management systems or workflows
- Understanding of core financial data domains including issuers, instruments, industries, ratings, and pricing of financial products
- Strong Excell skills. Must possess the ability to join, pivot and summarize data
- Ability to troubleshoot support issues
- Attention to detail
- Experience working in a team environment
Desired Qualifications:
- Understanding of Portfolio Management, Compliance and Security Master systems
- Experience with vendor software product support
Key Performance Indicators (KPIs)
- Product Support: Develop skills and knowledge to support the Sky Road Product Suite and effectively communicate with clients.
- Trade Support: Develop skills required to support existing trade workflows and trading templates and onboard new trade workflows and trading templates.
- Documentation: Document trade workflows, trading templates, and permission role models.
- Application Layout: Ownership of application layout consistency across all Sky Road clients.
At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.
The salary range estimate for this position is $110,000-$125,000 plus an annual bonus.
The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors. This position is eligible for an annual year-end performance bonus.
Equal Employment Opportunity
Octus is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status. We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly. We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.
Originally posted on Himalayas