Job Responsibility: SS&C; is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C; is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C;'s products and services. Advanced CRM Support Specialist Locations: Toronto, ON | Hybrid Get To Know The Team: Salentica, a division of SS&C; Technologies, a world-leading provider of innovative, integrated CRM solutions for Wealth & Asset Management firms, is looking for an experienced individual to join our team in the role of Product Consultant. We offer a range of scalable, cloud-based solutions that allow our customers unprecedented levels of integration with products like Salentica Elements on the Salesforce Lightning Platform Salentica Engage on the Microsoft Dynamics 365 Platform. Why You Will Love It Here!

- Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Career development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customized, including SS&C; Learning Institute
- Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do: We are looking for an experienced individual to join our team in the role of Advanced CRM Support with a focus on Salesforce CRM and Microsoft Dynamics 365 through our Salentica Elements and Salentica Engage offerings. You must be an ambitious, self-motivated problem solver to join our Support team.



The successful candidate will be a conscientious worker with a record of success, who has demonstrated they can work collaboratively with others within the organization and with our clients:
- Provide business and technical support for our customers and internal staff
- Manage support incidents using our client portal and incident management processes to exceed client expectations and service level agreements
- Triage internal escalation of product issues and coordinate with development team, relationship managers, and external support as needed to solve problems
- Acquire and maintain on-going knowledge and expertise of Salentica Product offerings and platforms they're built on (Salesforce + Microsoft Dynamics)
- Facilitate creation of knowledge base articles for internal and external consumption
- Provide guidance and expertise to clients on industry best practices during client calls and virtual/in-person workshops

What You Will Bring:
- Salesforce, Dynamics 365 or similar CRM experience required
- Bachelor's/Associate's Degree
- Methodological problem identification and solving skills; ability to assess an issue to provide solutions and recommendations
- Outstanding customer service skills, organization, and time management
- Excellent oral and written English communication skills
- Self-motivator; use available resources to grasp concepts quickly with minimal supervision, take ownership of problems and follow them through to completion
- Detail oriented and organized with the ability to manage multiple client incidents and deliverables simultaneously




- Experience in a structured technical support environment preferred
- Salesforce/Dynamics 365 Certification and/or Wealth Management experience an asset, but not required
- 3+ years' experience in a structured technical support environment required

What will set you apart?
- Proven ability to work in a fast-paced customer service/support environment
- Ambition and self-motivation
- Strong analytical and problem-solving skills
- Outstanding English communication skills; both oral and written

SS&C; Technologies Canada Corp. fosters a positive, equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process. We will work with applicants requesting accommodation at any stage of this process. If you require any accommodation during the application and hiring process, please contact: View email address on ca.edajobs.com Thank you for your interest in SS&C;! To further explore this opportunity, please apply through our careers page on the corporate website at . No phone calls or email applications please. We thank all candidates for their interest, but only those under consideration will be contacted. #LI-LM1 #CA-LM Unless explicitly requested or approached by SS&C; Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C; offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C; Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

📌 Advanced CRM Support Specialist (Canada)
🏢 SS&C
📍 Canada