CRM Support Specialist (Redtail)

Commonwealth Financial Network • Waltham, MA

100d • $65,900 - $79,100

About The Position

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! 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.

Requirements

• 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)
• 3+ years working in a technical support role

Nice To Haves

• CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred
• Experience in a tech services or similar help desk onsite role a plus

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

Benefits

• Generous bonus programs
• 401(k) programs
• Tuition reimbursement
• Flexible work schedules
• Incredible health care benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level