The ideal candidate is customer-focused, detail-oriented, and a problem-solver who thrives in a dynamic, fast-paced environment.

• Duties and responsibilities:• Handles onboarding (setup and configuration) and updating of accounts
  • Provides support to clients during and after their onboarding to Stratus
  • Aids with technical assistance, including the creation of help files, training materials, help tickets, and user stories
  • Provides proactive customer outreach
  • Provides exemplary customer services- 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

·   Configure, monitor and support alterations to client’s software selections

·   Troubleshoot issues to ensure successful adoption of software and continued product use

·   Collaborate with clients and departments to meet current needs

Qualifications & Skills

• 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
• Some work outside normal business hours and some weekends required
• When necessary or required, deals with confidential information and/or issues using discretion and judgment