Position Details
About this role
Support supply partners by educating them on how to optimize configurations and by resolving routine configuration, integration, and UI issues. Focus on first contact resolution, accurate case categorization, and timely customer communication while escalating as needed.
Key Responsibilities
- Educate supply partners to optimize configurations and drive product value
- Resolve routine configuration/integration/UI issues with first contact resolution in mind
- Categorize and document cases, gather root-cause information, and prioritize time-sensitive work
- Follow documented troubleshoot processes and escalate when needed
- Record progress and manage customer expectations with timely follow-up
Technical Overview
Uses a CRM ticketing system to manage casework, troubleshoot issues using documented processes, and research known solutions for routine problems involving configuration, integrations, and user interface behavior. Also supports basic learning around trust accounting, regulatory requirements, and financial accounting standards.
Ideal Candidate
The ideal candidate is an entry-level support professional who has hands-on experience managing cases in a CRM ticketing system and can troubleshoot routine configuration, integration, and UI issues. They are comfortable educating supply partners, delivering first contact resolution, and working a fixed overnight schedule (Sunday–Thursday, 5:00 PM–2:00 AM CST).
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able to consistently work Sunday - Thursday | 5:00 PM - 2:00 AM CST, Must have extensive experience using a CRM ticketing system to create/manage casework
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