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Senior Application & Technical Support Specialist (Financial Institutions) at Strata Decision Technology
Chicago, ILFull-timeAPPLICATION & TECHNICAL SUPPORTPosted 2 months ago
Apply with PipelineAbout the Role
<p><span data-ccp-props="{}"> </span><strong><span data-contrast="auto">How You’ll Make an Impact </span></strong><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">As a Senior Application & Technical Support Specialist supporting our Axiom Financial Institutions (FI) solutions, you will provide application guidance and technical support to customers across financial planning, forecasting, and reporting workflows. </span> <br><span data-contrast="auto"> </span> <br><span data-contrast="auto">You will partner directly with finance and operations stakeholders to resolve complex system and data challenges, ensuring their Axiom solutions are operating effectively and delivering accurate, reliable insights. In this role, you will combine strong financial systems knowledge with advanced troubleshooting skills to support customer success, drive issue resolution, and contribute to continuous improvement. </span><span data-ccp-props="{}"> </span></p>
<p><strong><span data-contrast="auto">Key Responsibilities</span></strong><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Financial Systems Expertise – </span></strong><span data-contrast="auto">Demonstrate strong knowledge of Axiom FI modules and financial planning processes, including budgeting, forecasting, and reporting, to effectively support customer needs. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Advanced Issue Troubleshooting & Resolution</span></strong><span data-contrast="auto"> - Investigate and resolve complex and escalated customer issues related to data, calculations, integrations, and system performance. Perform root cause analysis and implement sustainable solutions. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="12" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Customer Communication & Ownership</span></strong><span data-contrast="auto"> - Own customer communication from initial contact through resolution. Provide clear guidance, set expectations, and ensure a high-quality customer experience. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="13" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Stakeholder Partnership</span></strong><span data-contrast="auto"> - Build relationships with customer stakeholders, including senior finance and operations leaders, to understand business needs and support effective system usage. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="14" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Data Analysis & Problem Solving</span></strong><span data-contrast="auto"> - Analyze financial data, models, and system outputs to identify discrepancies, validate results, and recommend solutions aligned with business objectives. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="15" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Cross-Functional Collaboration</span></strong><span data-contrast="auto"> - Partner with Product, Engineering, and DevOps teams to escalate and resolve issues, while providing feedback to improve product functionality and customer experience. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Knowledge Sharing & Mentorship</span></strong><span data-contrast="auto"> - Share expertise with team members, contribute to documentation, and help elevate team capabilities through guidance and best practices. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="17" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Continuous Improvement</span></strong><span data-contrast="auto"> - Identify trends in customer issues and recommend improvements to processes, configurations, and system usage. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><strong><span data-contrast="auto">Operational Excellence</span></strong><span data-contrast="auto"> - Effectively prioritize and manage multiple cases, ensuring timely resolution within SLAs and accurate documentation of all interactions. </span><span data-ccp-props="{}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">Qualifications</span></strong><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">4–6+ years of experience working at a bank or credit union in financial operations or financial systems support </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Experience supporting financial planning, budgeting, or reporting systems</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Strong understanding of budgeting, forecasting, and variance analysis</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Proven ability to troubleshoot complex technical and data-related issues</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Strong analytical and problem-solving skills</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto">Excellent written and verbal communication skills</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="auto">Ability to manage multiple priorities in a fast-paced environment</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="8" data-aria-level="1"><span data-contrast="auto">You’ll Really Wow Us If You Have</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="o" data-font="Courier New" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="2"><span data-contrast="auto">Experience supporting financial institutions (banking, credit unions, or fintech)</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="o" data-font="Courier New" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="2"><span data-contrast="auto">Experience using Axiom, Stratajazz, or EPSI solutions</span> <br><span data-contrast="auto">Familiarity with SQL or data structures</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="o" data-font="Courier New" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="2"><span data-contrast="auto">Advanced Excel skills</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="o" data-font="Courier New" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="2"><span data-contrast="auto">Experience with Salesforce or case management tools</span><span data-ccp-props="{}"> </span></li>
<li data-leveltext="o" data-font="Courier New" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="2"><span data-contrast="auto">Customer-facing support or consulting experience</span><span data-ccp-props="{}"> </span></li>
</ul>
<p><strong>Estimated Salary Range: $75,000-90,000<br><br></strong>Actual salary will be determined based on factors including, but not limited to, skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition, Strata provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.<strong><br></strong></p><div class="content-conclusion"><p><span data-contrast="auto">Find out more about Strata benefits <a href="https://www.canva.com/design/DAEuy0aEIMM/z5m3idieTm89CTo-uhx7TA/view?utm_content=DAEuy0aEIMM&utm_campaign=designshare&utm_medium=link&utm_source=editor" target="_blank">here</a>. </span></p>
<p><strong><span data-contrast="auto">How we work:<br></span></strong>Our preferred location for open roles is Chicago, IL. We value in‑person connection and regularly host on‑campus events to create meaningful opportunities for our team to build relationships and collaborate </p>
<p><strong><span data-contrast="auto">Thinking about applying?</span></strong> <br><span data-contrast="auto">Research shows that women and underrepresented groups tend to apply to jobs only when they check every box on a job posting. If you’re currently reading this and hesitating to click “Apply” for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience. <br><br></span><span data-contrast="auto">Should you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please reach out to [email protected].</span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><strong><span data-contrast="auto">Here @ Strata…</span></strong> <br><span data-contrast="auto">Our culture is driven by our people solving problems together. We embrace learning, collaboration, and continuous career growth. Together, we lift our customers, our products, our company, and our community. </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto">We believe that each of our team member’s unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion, equity and belonging, regardless of race, religion, disability, sex, sexual orientation, gender identity or national origin. </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> <br><br><strong>Our Core Values:<br></strong><span class="NormalTextRun SCXW230645974 BCX0">While we celebrate what makes each member of our team unique, our core values are what connect us. They set </span><span class="NormalTextRun SCXW230645974 BCX0">clear expectations for how we approach our work and how each of us can positively influence the experience of our team and our customers.<br></span></span></p>
<ul>
<li>We connect with positive intent.</li>
<li>We are helpful.</li>
<li>We own it.</li>
<li>We get better every day.</li>
<li>We are humble.</li>
</ul></div>
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