CRM Financial Support Specialist

Posted on Apr 16, 2019 by The Mandel Jewish Community Center of Cleveland

Cleveland, OH 44101
Information Technology
Immediate Start
Annual Salary

The Mandel JCC seeks applicants for its new CRM Financial Support Specialist positon. Reporting to the Director of Information Management Systems, this positon will support internal and external customers in fully utilizing our Enterprise Software Solution, both in house and online. Individuals with a passion for excellent customer service and a desire to do important work in an environment of change are encouraged to apply. The person in this role will apply critical thinking and problem solving skills to research and troubleshoot issue with the CRM system as well as provide customer support.

Typical duties include, but are not limited to, the following:

  • Resolve customer's billing issues by providing accurate customer support as it relates to all financial interactions with the Mandel JCC.
  • Cover assigned hours at an email and phone based customer support hotline for online interactions and transactions.
  • Maintain records of customer interactions, recording details of inquiries, complaints, and comments as well as actions taken.
  • Recommend improvements in procedures and systems.
  • Actively participate as an Enterprise Software Solution team member supporting both staff and customers in training, support and problem solving.
  • Support staff and customers in using current CRM product, Quattro.
  • Develop proficiency in understanding the Back End set-up of all registrations, memberships, payment plans, ticket sales and appointment scheduling.
  • Assist in evaluating current business practice systems and designing new ones to compliment the new Enterprise Solution Software.
  • Contribute as a critical team member in design and implementation of the new Enterprise Solution Software platform (Salesforce based) during 2019 and 2020.
  • Positively support organizational change by exhibiting leadership skills and developing strong relationships with staff members.

Qualified candidates will have a college degree in business, technology, accounting, or a related field and two to three years of experience in a CRM support role or help desk setting. Strong written and verbal communication skills, the ability to explain financial issues with non-financial users, and mathematical aptitude are also required. Experience working with a Salesforce based platform is a plus.

Reference: 694351513

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