Provide excellent customer service to BlueMatrix clients, teammates, and cross-functional peers through consistent and thoughtful behavior aligned with BlueMatrix’s values.
Respond to client inquiries submitted via BlueMatrix’s support portal, email, and phone
Identify, evaluate, and diagnose basic technical issues reported by clients related to the BlueMatrix’s software solutions.
Prioritize a support activity based on customer impact and manage time effectively to meet client needs.
Collaborate with peers to efficiently deliver issue resolution.
Route complex issues to higher level resources for resolution, as required.
Gather and document client issue information, log customer communications, and maintain records of issue resolutions within the BlueMatrix’s ticketing system.
Author, edit, and actively contribute to the improvement of knowledge base articles, FAQs, and functional documentation related to the BlueMatrix’s proprietary software.
1+ year of experience in technical support or a client-facing role within a technology environment.
Strong interpersonal and phone communication skills, with the ability to listen actively, convey empathy, and maintain a professional tone during live customer interactions.
Clear and concise written communication skills, including the ability to document case history, summarize technical findings, and escalate issues effectively for internal teams.
Diligent attention to detail in capturing key technical and client information throughout the support process to ensure accurate and consistent issue handling.
Demonstrated ability to manage multiple client issues simultaneously while effectively prioritizing tasks and managing time in a fast-paced environment.
Comfortable using support ticketing platforms (e.g., Salesforce, Zendesk, Jira).
Ability to be consistently productive while working remotely, with access to a quiet work area with a reliable high speed internet connection.
Good understanding of: - Linux (navigating, file structure, basic commands, connecting to databases) - SQL (writing and executing basic queries) - Python and/or Perl scripting (debugging and applying minor updates)
Basic understanding of systems and applications and aptitude to learn quickly.
Patient and empathetic demeanor in high-pressure situations.
Follows structured troubleshooting and escalates when needed.
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Strong documentation habits and detail orientation.
Aware of data privacy and handles sensitive data responsibly.
Adapts to product changes and evolving client needs.
Ability to work independently and in a team environment.
Introductory exposure to: o Git and version control o Kibana or similar dashboards to view application logs o HTML/CSS structure as it relates to UI issues o Cybersecurity principles (e.g., phishing, data handling) o Basic understanding of web browsers (Chrome, Firefox, Edge) o Excel (formulas, sorting, filters)
About BlueMatrix
Software & SaaS260 employeesFounded 1999
Private SaaS company providing investment-research authoring, compliance, distribution, and analytics software to financial institutions.