Description

Responsibilities:

Optimize CRM System Configuration– Assist in configuring and refining CRM workflows, settings, and integrations to improve functionality and efficiency.

Work with Integrations – Support API-based integrations, troubleshoot issues, and ensure seamless data flow between systems.

Support and Communicate – Collaborate with internal teams and end users to resolve configuration challenges and enhance system performance.

Create Clear Documentation – Develop and maintain technical documentation, including setup guides, best practices, and troubleshooting steps.

Collaborate Across Teams – Work closely with engineering, product, and customer success teams to implement solutions and improve CRM processes.

Analyze and Troubleshoot – Identify and resolve technical issues related to CRM configurations and integrations, ensuring reliable system performance.

You’d Be a Great Fit If You:

Have a foundational understanding of software development, debugging, and testing

Have hands-on experience with integrations, APIs, and developer tools (SDKs)

Possess a sharp analytical mindset and love solving complex problems

Are detail-oriented and take pride in accuracy and precision

Are passionate about driving customer success through technical solutions

Have an interest or background in Financial Services (a plus!)

Software Engineer Intern

Description

Responsibilities:

You’d Be a Great Fit If You:

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