AI Specialist responsible for designing Agentic AI solutions leveraging Salesforce for the Public Sector. Driving innovation and maintaining compliance within government and education sectors.
About the role
- Associate Solutions Consultant managing service requests and incidents at a financial services tech company. Collaborating with clients and R&D to enhance product supportability and quality.
Responsibilities
- Handle and execute service requests
- Triage and diagnose incidents
- Assist with daily operations for the platform
- Own client projects working with hedge fund custodians/administrators, as well as internal projects working with R&D
- More experienced consultants are expected to train associates, act as an escalation point, and handle more complex or nuanced projects
Requirements
- Bachelor’s Degree
- 1-3 years of recent and relevant work experience with similar functionality (Financial Services, Investment Technology, or Software-as-a-Service (SaaS)) in a technology or client-facing role
- Familiarity in related subject areas such as Finance, Information Systems, Computer Science, Business Administration or similar
- Technology troubleshooting skills and interest in technology and software support
- Ability to learn new processes, products, and support tools quickly
- Communication skills, and ability to explain technical issues to non-technical users
- Understanding of financial markets and related processes
- Experience collaborating with Software Development teams to facilitate Product Supportability, Incident Management, Problem Management, and Request Fulfillment processes
- Experience training employees on a growing team
- Understanding of project management best practices
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
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