Client Solutions Specialist

Client Solutions Specialist at MORTGAGE automator

Are you ready to be part of a game-changing force in the mortgage industry? At Mortgage Automator, we're not just pushing boundaries; we're redefining them. Our cutting-edge cloud-based loan management and conveyancing software is setting new standards, automating processes, and empowering our clients across four countries — the US, Canada, New Zealand, and Australia.

Why Join Us?

1. Competitive Compensation and Benefits: Enjoy industry-leading wages, comprehensive health benefits, and generous vacation policies.
2. Impactful Work: Your contributions will directly influence our strategic initiatives and leverage data to maintain our competitive edge.
3. Innovative Environment: Stay at the forefront of technology as you work with the latest tools and techniques in data management and analytics.
4. Industry Knowledge: Gain insights into the mortgage industry that can inform personal and professional decisions.
5. Vibrant Culture: Join a team that values collaboration, coaching, and continuous learning, where professional relationships flourish.

Job Summary:

The Client Solutions Team plays a crucial role in providing exceptional technical support, managing customer accounts, and conducting quality assurance testing for our software products. This position requires a strong customer-oriented mindset, exceptional problem-solving skills, and a solid understanding of software troubleshooting and quality assurance principles. The successful candidates will collaborate closely with cross-functional teams to ensure our clients receive top-notch service, resolve technical issues promptly, and contribute to the continuous improvement of our software offerings. Additionally, this position offers career advancement opportunities in Onboarding, Client Success, and Quality Assurance, paving the way for further professional development.

Essential Functions:

1. Diagnose, troubleshoot, and respond to customer inquiries and requests via various communication channels.
2. Escalate issues as required.
3. Provide guidance and support to our clients on our software.
4. Document all interactions in the CRM and help maintain a comprehensive knowledge base.
5. Foster relationships with clients.
6. Other duties as assigned.

Qualifications & Experience:

1. Proven experience in Technical Support, Client Success, Onboarding or Quality Assurance testing for software products.
2. Detail-oriented and methodical in identifying and documenting issues.
3. Strong organizational and time-management skills, capable of multitasking and meeting deadlines in a fast-paced startup environment.

Ready to revolutionize the mortgage industry? Join us and be part of our journey to greater heights!

Position Status: Permanent

Salary: $62,000 +

Schedule: Monday to Friday

Work Environment: In-Office