Drive Partner Success: Diagnose and resolve complex connection issues, provide expert training, and proactively monitor partner connection health.
Lead Global Escalations: Tackle challenging escalations from internal teams, leveraging your technical expertise to find effective solutions.
Build Strong Partnerships: Foster collaborative relationships with partners, becoming a trusted advisor and problem-solver.
Lead: Guide and inspire a talented team, fostering a culture of excellence and continuous improvement.
Optimize Customer Experiences: by ensuring successful bank feed connections.
What You'll Bring:
Customer-Centric Technical Expertise: Proven track record in providing exceptional technical support, with a strong focus on enhancing customer satisfaction and resolving complex issues.
Tax Domain Acumen: In-depth understanding of tax principles and processes, enabling effective support for tax-related products and services.
Platform-Level Diagnostic Skills: Advanced technical proficiency in analyzing and troubleshooting platform-level connection defects, with a demonstrated ability to identify root causes and implement effective solutions.
Strategic Communication and Stakeholder Engagement: Exceptional communication and interpersonal skills, with the ability to articulate technical concepts clearly and build strong relationships with stakeholders at all levels.
Team Leadership and Development: Demonstrated ability to lead, mentor, and develop technical support teams, fostering a collaborative and high-performing environment.
Innovation and Impact: Passion for contributing to a dynamic team that is driving innovation and transforming the financial landscape.
Platform-Level Diagnostic Skills: Advanced technical proficiency in analyzing and troubleshooting platform-level connection defects, with a demonstrated ability to identify root causes and implement effective solutions.
Responsibilities
Facilitate Technical Excellence: Collaborate with the team to ensure exceptional technical and partner support delivery.
Drive Partner Success and Exceed Support Commitments: Ensure contracted support commitments are not just met, but exceeded, fostering strong, lasting partner relationships.
Build Executive-Level Partnerships: Cultivate and maintain strong relationships with bank executives through proactive and effective communication.
Master Technical Expertise: Maintain a deep understanding of APIs, including FDX and OFX, to effectively resolve complex technical issues.
Collaborate Cross-Functionally: Partner with product, platform, and customer success teams to deliver timely and effective support solutions.
Champion Incident Management: Oversee incident management, request management and event monitoring processes, ensuring swift resolution, minimizing disruptions, and effectively managing conflicts that arise during the resolution process.
Optimize Support Operations: Identify and implement process improvements to enhance efficiency and effectiveness.
Required:
Bachelor's degree in Computer Science, a related field, or equivalent experience in Online Banking and API Connectivity.
Minimum 5+ years of experience in client or partner-facing technical support.
Strong technical proficiency with APIs, including FDX and OFX, and demonstrated ability to troubleshoot complex technical issues.
Strong Splunk experience, including the ability to create and interpret complex Splunk queries and dashboards.
Excellent verbal and written communication skills, with the ability to articulate technical concepts to both technical and non-technical audiences.
Deep understanding of incident management, request management, event monitoring processes and experience managing escalations.
Advanced knowledge of taxes
Strong problem-solving and analytical skills, with the ability to conduct independent research and analysis.
Demonstrated ability to effectively manage conflicts and resolve disagreements in a professional and timely manner.
Ability to work a flexible schedule.
Preferred:
Experience supporting Intuit products (Turbo Tax, Quicken, QuickBooks, Credit Karma) and familiarity with Intuit's aggregation applications.
Strong project/program management experience.
Familiarity with REST API concepts, and authentication/authorization methods.
Ability to learn complex financial services concepts quickly.