CRM Support Specialist (Salesforce)

Location: Hybrid in Jacksonville, FL, United States

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations. Salentica, an SS&C division, delivers integrated CRM solutions for wealth and asset management firms.

What you will do

• Provide business and technical support for customers and internal staff using Salentica Elements on Salesforce Lightning.
• Manage support incidents through the client portal and incident-management processes while meeting service-level expectations.
• Escalate product issues to development teams, relationship managers, and external support as needed.
• Build and maintain expertise in Salentica Elements and Salesforce, and facilitate knowledge-base article creation.
• Guide clients on industry best practices during client calls and virtual or in-person workshops.

Requirements

• Salesforce CRM or similar CRM experience is highly desired.
• Bachelor’s or Associate’s degree; an IT or related field is highly desirable but not required.
• Methodical issue identification and problem-solving skills, including the ability to assess issues and provide solutions and recommendations.
• Outstanding customer service, organization, and time-management skills.
• Excellent spoken and written English communication skills.
• Self-motivated and able to learn quickly with minimal supervision, take ownership of problems, and follow them through to completion.
• Detail-oriented and organized, with the ability to manage multiple client incidents simultaneously.
• Experience in a structured technical support environment is preferred, including 2–3 years of experience preferred.

Nice to have

• Salesforce certification and/or wealth management experience.
• Experience working in a fast-paced customer service or support environment.
• Strong analytical and problem-solving skills.

Culture & Benefits

• Hybrid work model and business-casual dress code.
• 401(k) matching, professional development reimbursement, and training through SS&C University.
• Flexible personal and vacation time off, sick leave, and paid holidays.
• Medical, dental, vision, employee assistance, and parental-leave benefits.
• Inclusive workplace with varied backgrounds, talents, and experiences, plus fitness and travel discounts.

Hiring process

• Apply directly through SS&C’s careers page; applications remain open until the position is filled.
• Unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services are not accepted unless requested.