Correlated Solutions, Inc.

Client Services Representative

• Supporting client needs through the organization and completion of Help Desk tickets
• Providing immediate assistance for incoming client calls
• Maintaining a solid understanding of the KeyStone product and an in-depth understanding of the assigned area of specialization
• Providing after-hours client support on a rotating basis
• Ensuring prompt resolution and escalation of client requests
• High-level demonstrations and discussions of system functionality to clients as needed
• Assisting in client preparation for system releases and changes

Client Services Specialist

Learning and Development

• Responsible for successfully training clients in using KeyStone
• Contribute to the design of training programs and course materials for KeyStone users
• Ensure delivery and learning environment is adapted to each client's needs (onsite or remote)
• Develop and maintain understanding of the KeyStone product and stay current with enhancements
• Utilize and direct clients to the most recent documentation on Confluence
• Design and deliver customized training based on products, services and interfaces used by each client
• Instruct, support and coach students; inform credit union management of development areas
• Create and maintain client training schedules and upload training materials to client Confluence spaces
• Instruct clients to perform setup of training related items on the KeyStone database and monitor progress
• Support monthly client Webex training and participate in Corelation onboarding (CORE) program
• Communicate feedback or concerns to manager and meet training related project plan deadlines

Software Training Specialist

Analyst

• Generate specifications for and coordinate development and delivery of custom report requests
• Co-lead and handle multiple report conversion projects while supporting requests from existing clients
• Support quarterly report updates and documentation releases
• Vet report lists, gather supporting information, and work directly with clients and internal resources to reach development requirements
• Work closely with the development team to ensure necessary information is gathered and JIRA tickets are in correct statuses
• Facilitate client meetings and ensure all client custom reports are delivered and tested successfully within established timeframes
• Manage client expectations and maintain internal communication, including keeping JIRA tickets current
• Learn, understand, and train others on standard reports, Jaspersoft, filters, drag and drop requests, KeyStone work areas, and table dictionary
• Interact with clients and internal resources professionally and follow established team procedures
• Perform other job-related duties as assigned

Reports Analyst

Software Engineer

Ranked Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service.
Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package.
Corelation has a generous 401K retirement plan, an extensive paid time off policy, and one of the best company cultures out there!
When you join the Corelation Team, you are embarking on a journey of professional and personal development.
As a member of the team, you will assist with the development of new features and functionality and support existing integrations and services offered today.

Client Services Specialist

Software Training Specialist

Reports Analyst

Core Developer II