Client Solutions Specialist

Mortgage Automator • Toronto, ON

4d • Hybrid

About The Position

The Client Solutions Team plays a crucial role in providing exceptional technical support, managing customer accounts, and conducting quality assurance testing for our software products. This position requires a strong customer-oriented mindset, exceptional problem-solving skills, and a solid understanding of software troubleshooting and quality assurance principles. The successful candidates will collaborate closely with cross-functional teams to ensure our clients receive top-notch service, resolve technical issues promptly, and contribute to the continuous improvement of our software offerings.

Requirements

• Comfortable working with numbers, calculations, reports, and data-driven issues.
• High attention to detail, especially when reviewing financial information, system behaviour, and client-reported discrepancies.
• Ability to think critically, ask thoughtful questions, and work through problems methodically.
• Strong written and verbal communication skills, with the ability to explain complex concepts clearly.
• Detail-oriented and methodical in identifying and documenting issues.
• Strong organizational and time-management skills, capable of multitasking and meeting deadlines in a fast-paced startup environment.

Nice To Haves

• Post-secondary education in Business, Finance, Accounting, Computer Science, Information Technology, Software Quality Assurance, or a related field is considered an asset.
• Equivalent hands-on experience in technical support, client support, software support, SaaS, fintech, mortgage lending, private lending, accounting, quality assurance testing, or software troubleshooting will also be considered.
• Experience with mortgage lending, private lending, financial technology, accounting, or SaaS platforms is considered an asset.

Responsibilities

• Diagnose, troubleshoot and respond to customer inquiries and requests via various communication channels.
• Escalate issues as required.
• Provide guidance and support to our clients on our software.
• Document all interactions in the CRM and help maintain a comprehensive knowledge base.
• Foster relationships with clients.
• Other duties as assigned.

Benefits

• Competitive paid vacation to unplug and recharge throughout the year.
• Dedicated personal leave supporting total well-being, including physical recovery or mental health.
• Flexible schedule blending collaborative office time with remote work.
• Monthly team lunches to celebrate wins and connect with colleagues.
• Continuous professional development with internal training and learning opportunities.
• Professional, supportive environment with tools and technology needed to succeed.
• Comprehensive Health Benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed