Elite Technology is a leading, independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility across their business. Our cutting-edge digital financial management and business operations solutions drive success for firms around the globe by improving finance and accounting operations, including billing, invoicing, payments, and financial reporting. By bringing together data, insights, and tools, we enable law firm leaders to make informed business decisions to build and manage their businesses more effectively and efficiently.
Job Description:
The Financial Application Specialist is the primary service contact assisting customers to effectively utilize Elite 3E software to meet their firm’s business objectives. The role is to provide technical consultative Application Support for Elite’s 3E product in a non-call center type of project-based environment. The role may be cross trained or involved in other product offering over time.
What You’ll Do:
- Pull service request tickets from phone queue and online customer portal. Intake and document concisely the challenge, expectations of resolution, steps to reproduce and necessary logs, attachments.
- Use case management system to correctly record all information regarding challenge.
- Use remote access utilities and other resources to replicate customer challenge.
- Leverage internal knowledgebase resources, peer knowledge and documentation for known solutions.
- Isolate causes and take restorative actions while minimizing disruption to the customer’s business operation.
- Provide timely and effective status updates throughout the life of the service request until resolution.
- Communicate and recommend complex business process, procedures, and diverse information to resolve customer issues and potential future preventative actions.
- Maintain appropriate dashboard management which includes volume of active service requests and appropriate aging specifications of open service requests.
- Provide high level of soft skills in communication with customers and internal peers. Act with an appropriate sense of urgency and follow up to ensure issues are resolved to satisfaction and develop a rapport through successful personal interactions.
- Collaborate and Interact with team, department, and interdepartmental peers to resolve customer issues effectively and timely. Participate in team and escalation meetings and contribute suggestions and solutions to increase effectiveness. Actively seek and apply knowledge gained from colleagues and other resources and proactively share knowledge with others.
- Acquire and maintain expertise of Elite’s software product and application suites and operating platforms and how customers can utilize and/or adapt software to effectively manage their business both financially and operationally. Complete application bootcamps and continuing education as necessary. Develop and demonstrate SQL skills to a proficient level for the role
- Acquire new skills – continue to gain technical knowledge of how Elites’ software products work in Cloud based and hybrid environments while becoming familiar with tools that allow for proactive monitoring of hosted environments.
- Flexibility – remain flexible to accommodate for an ever-changing landscape of Elite hosted software.
- Help clients use software to adhere to accounting best practices including month end and year end balancing.
- Remote troubleshooting and complex financial data mining on client systems through extensive use of SQL Management Studio, backend logs, front end testing, research and liaising with development teams
What You’ll Need:
- MUST HAVE a thorough understanding of Generally Accepted Accounting Principles (GAAP), and or prior Legal industry accounting experience preferred
- Bachelor’s degree or equivalent experience in IT, Finance Analyst and/or Accounting and Finance
- 2+ years technical, financial, accounting and/or customer service experience with financial programs
- Knowledge in Microsoft SQL Server, MS office, Azure, Azure Monitoring, Smartsheet, IE, Chrome and relational database concepts is a plus
- Exceptional customer service soft skills with expertise in troubleshooting and solving complex problems
- Excellent organizational, time management, written and verbal communication skills.
- Ability to efficiently multitask dynamically and prioritize focus correctly
- Working knowledge of computer hardware and network operating systems and expertise trouble shooting hardware and software compatibility issues across various configurations is a plus
- Prior knowledge/experience in legal finance sector, professional services or similar financial systems environment
- Elite software experience a significant plus
- Experience as a technical support engineer, application support analyst or application support engineer for a SaaS product or company is preferred
Benefits:
- 100% remote work, with the ability to go to a WeWork in Escazúe
- PTO
- 2 Elite Mental Health Days per yea
- Annual Incentive Plan
- 14 Paid Costa Rica Holidays
- Comprehensive medical, dental, and vision benefits
- Life Insurance
Please note that we do not offer sponsorship for this position.
Additional Information
Location
At Elite Technology, we embrace an employee-centric, flexible remote work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter.
In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment.
Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, and Oklahoma.
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
We are not accepting applications submitted through recruiting agencies.
Top Skills
What We Do
Elite is a leading, independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility across their business. Our cutting-edge digital financial management and business operations solutions drive success for firms around the globe by improving finance and accounting operations, including billing, invoicing, payments, and financial reporting. By bringing together data, insights, and tools, we enable law firm leaders to make informed business decisions to build and manage their businesses more effectively and efficiently.
Our solutions lie at the heart of a large proportion of the world’s largest, most successful and innovative law firms. In fact, three-quarters of the Am Law 200 and four-fifths of the Global 200 rely on at least one Elite solution to help drive their firms’ business operations into the future. As more firms make cloud solutions a core part of their technology strategies for the future, Elite is leading the way in supporting customers as they move their financial and operational systems into the cloud. To date, Elite has supported more than 400 firms around the world in their move to 3E in the cloud
