WideOrbit

Financial Implementation and Support Specialist

WideOrbit

full-time

Posted on:

Location Type: Remote

Location: Remote • Texas • 🇺🇸 United States

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Salary

💰 $80,000 - $100,000 per year

Job Level

Mid-LevelSenior

About the role

  • Provide First Level Support for new and existing clients’ financial related support needs as part of the product support infrastructure.
  • Resolve cases by educating our clients, gathering information about their workflows, or working with WideOrbit’s internal departments to bring resolution to cases.
  • Solve client issues within a fast-paced, collaborative work environment with a positive attitude and confident/calm demeanor to ensure their satisfaction with our products and our service.
  • Identify and document software defects and requests for enhancements with a keen attention to detail.
  • Execute the Implementation of WideOrbit’s financial software, remotely or on-site.
  • Create and maintain a training agenda for each client project.
  • Effectively manage multiple projects simultaneously while adeptly managing changes in scope and/or timelines.
  • Develop a thorough understanding of the client’s specific business objectives and educate customers on various configurations and/or customization options.
  • Troubleshoot configuration issues and recommend action plans for resolution.
  • Accurately import Finance related data sets into production environment as part of project-based work and work closely with the client to ensure accuracy.
  • Use subject matter expertise to participate in creating or updating internal and client-facing documentation.
  • Effective and timely communication with all stakeholders including clients, industry groups, and internal departments such as support, development, product management, and release management.
  • Support coverage may be needed for company observed Holidays and any coverage requests will be communicated timely.

Requirements

  • 5+ years in a finance-focused and client-facing role, within the media industry is advantageous.
  • Strong technical aptitude for quickly learning new software.
  • Proven ability to work successfully as part of a team while also assuming individual obligations.
  • Ability to lead presentations with confidence and build relationships with customers quickly.
  • Excellent organizational skills and attention to detail.
  • Possess exceptional written and verbal communications skills with the ability to communicate with a technical or non-technical audience.
  • Proven ability to direct and manage multiple projects or tasks while staying organized and meeting deadlines in a fast-paced environment.
  • Exhibit a professional demeanor, communicating in a thoughtful and consultative way with internal and external customers.
  • Experience in documenting processes or writing Standard Operating Procedures.
  • Advanced skills in Microsoft Windows, Office 365, Excel, and Word.
  • Interest and willingness to travel up to 15%.
  • Fluency in Spanish is a plus.
Benefits
  • Health insurance
  • 401(k) match
  • Sabbatical leaves
  • Great vacation package
  • Work/life balance
  • Life event benefits
  • Casual work attire
  • Plenty of opportunities to grow!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial software implementationdata importsoftware defect identificationconfiguration troubleshootingdocumentation writingproject management
Soft skills
client-facingteam collaborationpresentation skillsrelationship buildingorganizational skillsattention to detailwritten communicationverbal communicationprofessional demeanorconsultative communication