management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira - General knowledge of ERISA rules...
- Internal documentation and SOP tools Nice-to-Haves (Preferred) - AI-first helpdesk tools such as Gorgias, Zendesk...
, marketing automation tools, Zendesk, and chatbot solutions. - Intermediate SQL skills, including joins, basic CTEs, case when...
de tickets (usando herramientas como ServiceNow, Zendesk, Freshservice o similar) Inglés intermedio-avanzado (lectura técnica...
of experience within the operations sector. - Familiarity within the financial services industry. - Familiarity with Zendesk...
Analyst or Implementation Specialist. - Familiarity with ticketing and support ecosystems (Zendesk, Intercom, Jira...
technical issues and elevate complex cases as needed. - Utilize Zendesk, Aircall, and internal CRM systems for tracking.... - Knowledge of retirement plans or financial account management (401k, IRA) is advantageous. - Proficiency in Zendesk and Aircall...
such as Google Workspace, Slack, Salesforce, Zendesk, and Jira - General knowledge of ERISA rules and requirements, and experience...
similar to our adopted choices of Jira, GitHub, Travis CI, Zendesk, etc. - Excellent Communicator – Able to facilitate...
- Familiarity with ticketing systems (Zendesk, Jira,Freshdesk, etc.) - Basic scripting or programming knowledge - Exposure...