Software Executive
Department: Business Support
Employment Type: Permanent - Full Time
Location: Huddersfield
Reporting To: Head of Adviser Technology
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
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