Posted: Jan 31, 2026
About the position Responsibilities • Provide product support by assisting customers with simple to moderately complex questions and problems. • Troubleshoot issues to resolution and directly answer user questions. • Collaborate with other team members to achieve timely resolution. • Respond to service requests via all channels including phone, email, and chat. • Provide advice and training to customers on Datasite products via phone and web meetings. • Guide customers through consultative discussions including feature demonstrations to meet their specific needs. • Assist customers in the setup and configuration of projects and features within Datasite products. • Perform work within Datasite applications on behalf of customers at their request. • Capture all service requests, interactions, and communications in Salesforce Service Cloud. • Build positive relationships with customers. • Develop knowledge of industry and customer use cases and workflow. • Delight the customer through every interaction. Requirements • High school diploma required. • Expert fluency in both Spanish and English. • Strong technical aptitude and learning agility. • 1-3 years previous experience in a client service or product support environment. • Strong communication skills, especially in explaining technical terms in a way that non-technical individuals can understand. • Intermediate Excel skills required including experience using functions such as VLOOKUP. • Strong attention to detail when working with data and spreadsheets with quality of work being the utmost importance. • Independent problem solving and troubleshooting skills. • Ability to work well in a team collaboration environment. • Excellent organizational skills and attention to detail. Nice-to-haves • Bachelor's degree in related field. • Advanced Excel skills. • Previous experience supporting software or SaaS applications. • Experience in the M&A industry. Benefits • Remote work flexibility with required in-office team days. • Diverse and inclusive work environment. • Equal opportunity employer with Affirmative Action principles. Apply tot his job
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