Description
We’re looking for a proactive and customer-focused Software Consultant to join our internal Adviser Technology Team. This office-based role is pivotal in supporting our members by providing first-line technical assistance across our full suite of financial planning tools. The team are responsible for the delivery of over 15,000 licences, across a product suite of 10 financial planning tools.
Key Responsibilities
* Provide first class support to our customers via email, web and phone, including investigating and troubleshooting customer issues.
* Control licencing of our various technology solutions.
* Play a proactive role within the existing technology team, to enhance our technology offerings and our licence outreach.
* Support our internal finance teams with income reconciliation.
* Leading online 1:1 software support session.
* Responsible for keeping current members satisfied and delivering an exceptional service on a day-to-day basis.
* Deal on a reactive and proactive basis to queries and resolve issues for existing and new members.
* Looking after all the operational tasks and working towards deadlines.
* Liaise professionally between internal staff members.
* Carry out any ad-hoc requests made by senior management to support the wider Simplybiz teams.
* Oversee the end-to-end administration and management of software licences across the organisation’s suite of SaaS products, ensuring compliance, optimisation, and cost-effectiveness
Skills, Knowledge and Expertise
* Communication skills - Internal and external written, telephone and face to face communication to members and internal departments.
* Customer service - Both internal and external. Rapport building, Listening and interpretation, fact finding, understanding needs and negotiation. Maintaining positive internal relationships.
* Time and self -management - Organisation and prioritisation, working to deadline, taking ownership and accountability for own area and ensure you are punctual and work to the team’s daily rota.
* Understanding of the Organisation - Understanding of the group vision. Understanding SimplyBiz, and the wider Fintel Group. Competitor and industry awareness.
* IT Skills – Microsoft Dynamics 365, intermediate Word, basic Excel and basic PowerPoint, Able to deliver effective web meetings and training sessions on an ad-hoc basis.
* Problem Solving - Research, investigation and decision making.
* Product Knowledge - A working knowledge of financial products and be able to discuss the key features and understand the minimums maximums requirements.
What We’re Looking For
* Excellent communication and problem-solving skills.
* A customer-first mindset with a passion for helping others.
* Familiarity with financial planning tools or software support is a plus.
* Ability to work effectively in a team and manage multiple queries efficiently
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.