Company

PhilanthPro Solutions LLCSee more

addressAddressPalm Springs, CA
type Form of workFull-Time
CategoryInformation Technology

Job description

Job Description

Fostering philanthropy for a brighter future! That’s our vision at PhilanthPro Solutions LLC, an exciting startup dedicated to empowering people to confidently plan and manage charitable funds with our innovative software application. We are seeking a highly motivated individual ready to thoroughly learn and support our software application. This individual will be based in Palm Springs, California. Successful candidates will have the following qualifications:

  • A high aptitude for learning new software programs or previous software support experience.
  • Excellent time management and follow-up skills.
  • Well-developed troubleshooting skills and ability to effectively resolve customer issues.
  • Excellent written and verbal communication skills.
  • Ability to work efficiently in a fast-paced, multi-tasking, team environment.

Candidates must be willing and able to travel if requested. If this job opportunity sounds like a good fit for you, please forward your resume.

Job responsibilities will include:

  • Provides phone, web, or email software support to resolve client inquiries and problems which are easily solved.
  • Responsibly communicates with all parties involved in issue resolution to meet and manage client expectations.
  • Uses PhilanthPro Solutions LLC’s CRM system to create, track, and/or update details on the specifics of client issue(s).
  • Submit client issues to the development team for resolution as needed.
  • Performs Quality Assurance testing for software module upgrades/changes.
  • Analyzes results to ensure that software performs as required.
  • May create or enhance documentation throughout the support process.
  • Commits to expanding technological skills and knowledge of PhilanthPro Solutions LLC’s products.
  • Assisting with new user software installation and training.
  • Familiarity with financial planning concepts is a plus.

 

This is a full-time position with a competitive salary and benefits.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

 

Schedule:

  • Monday to Friday 9am – 5pm PT

 

Work Location: Remote within the Palm Spring area, with limited requirement for in person work at the Palm Springs location.

Company Description
PhilanthPro is a professional financial planning tool designed for collaborative use by financial advisors and their charitable fund clients. It’s a first of its kind. Plus, it includes a comprehensive suite of tools for clients to help manage their Foundations, Charitable Trusts, and Donor Advised Funds for optimal impact.
Our Mission
Empower people to confidently plan and manage charitable funds.
Our Vision
Foster philanthropy for a brighter future.
Our Values
We believe in empathy in action.
We see the power in planning.
We are client obsessed.
We are authentic.
Philanthropy is at our core, we live it.
Refer code: 6877816. PhilanthPro Solutions LLC - The previous day - 2023-12-11 16:41

PhilanthPro Solutions LLC

Palm Springs, CA
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