Customer Support Representative - Level 1
Job Description
Dynamo Software is a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored, highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years, the Dynamo™ platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 1,000+ clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world – Blackstone Growth and Francisco Partners, Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions.
Role Overview: We’re looking for a Customer Support Representative to join our energetic and collaborative Client Services team. In this role, you’ll play a vital part in ensuring our clients have a seamless and positive experience with our product by addressing their questions and resolving any issues they may encounter.
Responsibilities & Requirements:
- Provide timely, friendly, and efficient support to clients via our web-based helpdesk system.
- Gather and analyze information, troubleshoot technical issues, and offer solutions to enhance the client experience.
- Schedule remote sessions with clients when needed to resolve more complex concerns.
- Act as a key liaison between clients and our technical team.
- Share client feedback with the product team to continuously improve our offerings.
- Take on additional tasks and projects as assigned.
What you bring:
- Excellent written and spoken communication skills in English.
- A clear and concise writing style.
- Strong technical aptitude paired with problem-solving and analytical skills.
- A basic understanding of finance and investing.
- Proficiency in MS Office products.
- Experience with CRM/ERP systems or a financial background is a plus.
- A collaborative team spirit and a proactive attitude.
What We Offer:
- The ability to have an IMPACT. Good ideas come from everybody in our organization. We are agile enough to embrace new ideas and new directions.
- A very attractive work culture in an established technology company. We take pride in our work and people.
- A competitive base salary, performance bonus, 401k matching, & excellent benefits.
- The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.
Dynamo Software, Inc. is an equal opportunity employer. All employment decisions and personnel actions at the Company are administered without regard to race, color, religion, creed, national origin, ancestry, sex, age, qualified mental or physical disability, sexual orientation, gender identity, genetic carrier status, any veteran status, any military service, any application for any military service, or any other category or class protected by federal, state or local laws. All employment decisions and personnel actions, such as hiring, promotion, compensation, benefits, and termination, are and will continue to be administered in accordance with, and to further the principle of, equal employment opportunity.
Company Overview
Our advanced CRM, deal management, fundraising, research management, and investor relations functionalities allow GP firms to improve communication and collaboration. Users can even leverage our back-office systems for portfolio monitoring, fund accounting, and secure online reporting features, all within a single, integrated system.
LPs can leverage our centralized investment research management and portfolio management modules, Dynamo Data Automation services, portfolio tracking and analysis, and visual portfolio reporting to make educated investment decisions.
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