Software Service Representative

Apx Stream Inc; Boerne (TX); Remote; USD 65,000 - 77,000; Full time

Job summary

A leading investment data management software company is seeking a full-time Software Service Representative and Client Account Manager. This role involves direct client interaction, data analysis, and the potential for career growth in a fast-paced environment. The ideal candidate will possess strong communication and customer service skills, be proficient in MS Excel, and have a positive, team-focused attitude.

Benefits

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Qualifications

• Must be proficient in MS Excel (pivot tables, VBA).
• Experience in software sales a plus.

Responsibilities

• Interacting with asset managers at financial service corporations.
• Collecting and analyzing quarterly financial marketing data.
• Distributing end market data to increase client reach.

Skills

Communication

Customer Service

Time Management

Attention to Detail

Data Entry

Analytics

Tools

MS Excel

Job description

APX Stream is a leading global investment data management software company. We assist the largest investment managers located throughout the globe with the collection, management, and distribution of their data. We are growing at every level and are looking to further strengthen our team.

We are seeking a full-time software service representative and client account manager.

Heavy emphasis on:

Must be proficient in MS Excel (pivot tables, VBA)

Data entry, analytics, and formatting

Must be able to speak directly with clients, both on the phone and through email with excellent written and oral communication skills

Professional customer service skills/B2B

Strong time management skills

Diligent with great attention to detail

Must be comfortable with multi-tasking.

Shadowing and hands on training is available.

Excellent organizational skills and enjoys learning new skills

Positive, team-focused attitude with a willingness to pitch in to help where needed

Experience in software sales a plus

Responsibilities include:

Interacting with asset managers at domestic and international financial service corporations

Collecting and analyzing quarterly financial marketing data and compliance reporting

Distributing end market data to increase client reach and solicitation of new business

This opportunity has the potential for career growth. Our firm is growing, and we are looking for someone with an entrepreneurial spirit to grow with us. Occasional weekend work will be required to accommodate customer needs. We are looking for someone who can thrive in a fast-paced and high-energy environment. The right fit for this position will be someone who loves to learn and is able to learn on the fly.

Job Type: Full-time

Pay: $65,000.00 - $77,000.00 per year

Benefits:

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Schedule:

8 hour shift

Weekends as needed

Work Location: Fully-remote or in-person

This is a remote position.