Tritech Software Systems - Allen, TX

posted 3 months ago

Full-time - Entry Level
Allen, TX
101-250 employees
General Merchandise Retailers

About the position

As an Onboarding & Support Specialist at TriTech Software, you will play a crucial role that combines administrative tasks with client service responsibilities. This position requires collaboration with the product development team, clients, and various departments to ensure effective communication and provide technical support. Your primary focus will be on onboarding and migrating client accounts to our cloud-based software, which involves creating help files, documenting processes, training users, performing data entry, gathering requirements, and offering user support across multiple products. In this role, you will handle the setup and configuration of client accounts, ensuring that all onboarding processes are executed smoothly. You will also provide support to software development teams by creating technical documentation, including help files and training materials. Proactive customer outreach will be a key part of your responsibilities, as you will strive to maintain exemplary product support through phone and email interactions, fostering professional and lasting relationships with clients. Additionally, you will serve as a liaison between end users and various internal teams, assisting with database migration tasks, data entry, and occasional reporting. Your contributions will also extend to enhancing processes and software features, ensuring that deadlines and commitments are met. Flexibility is essential, as you may need to work outside of normal business hours and on weekends when necessary. Handling confidential information with discretion and judgment will also be part of your duties.

Responsibilities

  • Handles onboarding (setup and configuration) and updating of accounts
  • Provides support to software development groups
  • Provides technical documentation and assistance, including the creation of help files, training materials, help tickets, and user stories
  • Provides proactive customer outreach
  • Provides exemplary product support- including phone and email support- while maintaining a professional and lasting relationship
  • Serves as a liaison between end users and various teams within the company
  • Assists in database migration tasks, data entry, and occasional reporting
  • Contributes to process and software feature enhancements
  • Meets deadlines and commitments
  • Performs other duties as needed or required

Requirements

  • Education and Experience - Bachelor's degree or equivalent experience
  • Knowledge of Microsoft applications (Excel, Word, Outlook, Teams)
  • Knowledge of tax principles or experience working with financial applications a plus
  • Knowledge of user experience and customer service a plus
  • Excellent communication skills
  • Strong work ethic
  • Detail oriented
  • Dependable
  • Flexible and able to adapt quickly
  • Good problem-solving skills
  • Ability to work in a team and independently

Nice-to-haves

  • Knowledge of tax principles or experience working with financial applications a plus
  • Knowledge of user experience and customer service a plus

Benefits

  • 90% of premium paid by company
  • Simple IRA
  • Matching 401k
  • Better than average health/dental/vision
  • Options for supplemental insurance
  • Better than average PTO/Vacation/Holidays
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