CRM Support Specialist

2 weeks ago

San Diego, CA, United States Commonwealth Financial Network Full time
Overview

If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you'll be able to work from home for part of the week

If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From competitive bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the IT department offers a hybrid work schedule, so you'll be able to work from home for part of the week

We're looking for a CRM Support Specialist to join our ranks. Are you a proactive problem solver with exceptional customer service skills with a background in CRM systems, specifically Redtail? Ours is a fast-paced, on-your-toes environment, and a positive, can-do attitude is a must.

Key Responsibilities
  • Providing white-glove, first-level support to our CRM users with a focus on Redtail, particularly Commonwealth advisors and their staff
  • Prioritizing and processing help requests to identify and resolve support issues
  • Accurately and effectively troubleshoot and solve technical problems in a fast-paced environment
Core Strengths and Skills
  • Familiarity and knowledge of the Redtail CRM System
  • Strong customer service mindset and communication skills ensure the customer experience is paramount
  • Patience and capability to walk users through best practices
  • Experience with Microsoft Office365 functionality and troubleshooting
  • Knowledge of Active Directory, Azure/Entra, and on-prem domain environments
  • Experience in providing mobile device support (iOS, Android)
Additional Skills and Knowledge
  • 3+ years working in a technical support role
  • CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred
  • Experience in a tech services or similar help desk onsite role a plus

Please note: This is a full-time opportunity, working 8:00 a.m. to 5:00 p.m. PST with a 60-minute lunch break.

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

Min

USD $65,900.00/Yr.

Max

USD $79,100.00/Yr.

  • CRM Specialist

    2 weeks ago

    San Francisco, CA, United States Air Apps Full time

    About Air Apps At Air Apps, we believe in thinking bigger-and moving faster. We're a family-founded company on a mission to create the world's first AI-powered Personal & Entrepreneurial Resource Planner (PRP), and we need your passion and ambition to help us change how people plan, work, and live. Born in Lisbon, Portugal in 2018-and now with offices in...

  • CRM Specialist

    5 days ago

    San Francisco, CA, United States Air Apps Full time

    About Air Apps At Air Apps, we believe in thinking bigger-and moving faster. We're a family-founded company on a mission to create the world's first AI-powered Personal & Entrepreneurial Resource Planner (PRP), and we need your passion and ambition to help us change how people plan, work, and live. Born in Lisbon, Portugal in 2018-and now with offices in...

  • Client Support Specialist

    2 weeks ago

    San Diego, CA, United States Coastal Payroll Demo Site Full time

    Client Support Specialist Job Summary The Client Support Specialist is responsible for providing first-class customer service to our clients via phone, email and other channels. This role requires the ability to troubleshoot and solve technical issues while delivering excellent service in a timely manner. The ideal candidate has strong problem-solving and...

  • Super Human Client Support Specialist II

    2 weeks ago

    San Diego, CA, United States Coastal Payroll Demo Site Full time

    Super Human Client Support Specialist Job Summary The Client Support Specialist is responsible for providing first-class customer service to our clients via phone, email and other channels. This role requires the ability to troubleshoot and solve technical issues while delivering excellent service in a timely manner. The ideal candidate has strong...

  • Technical Support Specialist

    1 week ago

    San Diego, CA, United States Discover Echo Inc. Full time

    Make an Impact! Discover Echo is a revolutionary company that has redesigned microscopy for the life sciences landscape. Our unique hybrid microscopes are used around the world by educators, scientists, and researchers for cutting-edge applications. As an equal opportunity employer, we do more than accept difference. We celebrate diversity, we support...

  • Consumer Support Specialist

    1 day ago

    San Diego, CA, United States ESET Full time

    Summary A Consumer Support Specialist answers basic sales and support questions with some overlap with sales and support teams. You will work closely with the sales and technical support teams to ensure a high level of customer satisfaction. The employee is an expert in at least one product in which he has in-depth knowledge. Employee is primarily concerned...

  • Staff Product Manager

    2 weeks ago

    San Diego, CA, United States San Diego Staffing Full time

    CRM Platform Product Manager Our team is seeking a visionary CRM Platform Product Manager to lead the development and scale of our next-generation CRM platform capabilities. This is a pivotal role for an individual who thrives on deeply understanding customer and stakeholder needs and translating them into elegant, scalable, and resilient platform solutions....

  • Staff Product Manager

    1 week ago

    San Diego, CA, United States San Diego Staffing Full time

    CRM Platform Product Manager Our team is seeking a visionary CRM Platform Product Manager to lead the development and scale of our next-generation CRM platform capabilities. This is a pivotal role for an individual who thrives on deeply understanding customer and stakeholder needs and translating them into elegant, scalable, and resilient platform solutions....

  • Customer Support Specialist

    2 weeks ago

    San Diego, CA, United States ESET Full time

    Summary A Customer Support Agent answers basic sales and support questions with some overlap with sales and support teams. You will work closely with the sales and technical support teams to ensure a high level of customer satisfaction. The employee is an expert in at least one product in which he has in-depth knowledge. Employee is primarily concerned with...

  • Remote Customer Service Specialist

    3 days ago

    San Diego, CA, United States ForgeFit Full time

    Job Title: Remote Customer Service Specialist Company: ForgeFit Location: Remote (U.S. Based) Employment Type: Full-Time About ForgeFit At ForgeFit, we supply premium fitness equipment to gyms, studios, and training facilities nationwide. Our mission is to help our partners perform at their peak with reliable equipment and exceptional service. We stand...