Job Description
FINANCIAL SOFTWARE ACCOUNT MANAGER
Stellar Technology Solutions LLC, a leading provider of software and outsourced business services to the philanthropic market, is looking for a Financial Software Account Manager, who is energized by tackling new challenges each day, to guide our clients as they give to their communities, and will act as a point person for non-profit client professional business services.
Stellar Technology Solutions is an established/rapidly growing, private software company located in Stroudsburg, PA. Please visit our website for details of our iPhi Software Suite (iPhiTM CoreEnterprise® and iPhiTM PrivateViews®) http://www.stellartechsol.com
JOB RESPONSIBILITIES
- Responsible for assisting clients in their daily usage of our iPhi suite of software products
- Address all client issues and requests to their satisfaction and in a timely fashion
- Maintain and foster a positive relationship with clients
- Assist clients in generating timely and accurate financial reports and statements
- Assist clients in general ledger accounting, investments and administrative processes
- Review client requests for system enhancements and submit requests for evaluation
- Provide instructions for clients on the use of the software and conduct a demonstration when needed
- Advocate for your clients to drive success and become the voice of the client.
- Meet with your clients on a regular basis to review open cases
- Work interactively as part of the Account Management Team
- Test system modification functionality before, during and after deployment
- Work with software developers, Quality Assurance, technical staff and senior leadership to find appropriate solutions
- Provide detailed client status reports for clients and management team
- Work with Stellar’s senior leadership to define priorities and set goals
- Complete special projects or other duties as assigned.
SKILLS/QUALIFICATIONS
- Bachelor’s degree from an accredited college/university, with a concentration in accounting, finance, marketing or MIS a plus.
- Prior professional experience working with clients
- Must be able to work effectively with financial software platform
- Problem solving capabilities
- Strong customer communication skills (verbal and written) and experience via in-person, phone/virtual and email.
- Strong MSOffice product knowledge
- Salesforce experience a plus
PERSONAL CHARACTERISTICS/ATTRIBUTES
- Well-organized, excellent work ethic, attention to detail, sense of urgency, and an ability to learn.
- Motivated, works well under pressure and able to handle multiple priorities simultaneously
- Anticipate needs/next steps and execute on them proactively
- Self-starter that will actively seek improvements to existing processes
- Enthusiastic, empathetic, polished professional
- Ability to work both in a team (their own, and with other teams within the company) and independently
INDUSTRY
- Computer Software
- Financial Services
- Philanthropic Services
EMPLOYMENT TYPE
Full-time
We offer a competitive benefits package including medical, dental and vision discounts, 401K, vacation time
Stellar Technology Solutions is an equal opportunity employer and values diversity. All employment is decided based on qualifications, merit and business need.
Company Description
Stellar Technology Solutions provides industry leading software and services that address the unique business processes and information management needs of non-profit organizations, donor advised fund programs and charitable endowment programs. Our software and service solutions allow your philanthropy to better service donors, grantees and other constituents while dramatically increasing organizational capacity and scalability, streamlining operations, reducing overhead, decreasing administrative burden and automating complex, time-consuming administrative tasks.