Senior SaaS Customer Support Specialist (Financial Services)
Key Responsibilities:
• Provide advanced technical support for a B2B SaaS platform used by financial institutions.
• Troubleshoot, diagnose, and resolve complex software issues related to cloud-based systems, APIs, and integrations.
• Manage and resolve high-priority client escalations in a timely manner.
• Collaborate cross-functionally with Product and Engineering teams to identify bugs and implement solutions.
• Support document composition and customer communications workflows using:
– Adobe InDesign (INDD files)
– Quadient Inspire (GMC)
• Assist clients with configuration, implementation, and optimization of SaaS solutions.
• Maintain accurate case documentation within CRM and ticketing systems.
• Contribute to knowledge base documentation and process improvements.
• Ensure high levels of customer satisfaction through proactive communication and follow-ups.
Requirements:
• 5+ years of experience in SaaS customer support, preferably in a B2B environment.
• Experience supporting financial institutions, fintech companies, or banking software.
• Proven ability to manage escalations and work cross-functionally with Product and Engineering teams.
• Strong background in CRM and ticketing systems.
• Deep understanding of SaaS products, cloud-based software, APIs, and integrations.
• Familiarity with financial services processes including banking, lending, KYC, AML, and compliance regulations.
• Strong technical troubleshooting and debugging skills.
• Basic knowledge of SQL and APIs.
• Experience with ticketing tools such as:
– Zendesk
– Salesforce
– Jira
• Hands-on working experience with:
– Adobe InDesign (INDD)
– Quadient Inspire (GMC)