Client Support Analyst II

Client Support Analyst II (Chicago-Hybrid)

Job Summary

GTreasury is the leading innovator of integrated SaaS treasury and risk management solutions for the digital treasurer. Developed using the latest technology, GTreasury helps empower organizations on their path to strategic treasury, by enabling total visibility into their cash, liquidity, payments and financial risk management. With enterprise clients spanning North America, EMEA and APAC, GTreasury is headquartered in Chicago with offices in London, Sydney and Manila.

GTreasury is currently seeking a Client Support Analyst II to works on the technical side of client support in supporting our global TMS.  The role will act as the second-line of support handling more complex issues than Tier 1, helping to bring problems to resolution in a quick and professional manner.  You will also work with other teams to resolve issues and deliver solutions to the clients. This position is the last point of escalation before the issue is escalated to the Development Operations team for assistance. 

What We’re Looking For:

Optimism and curiosity: Optimism will allow you to see the solution through the constraints, and curiosity will allow you to chart the path to success.

Question asking and problem solving: Success plans are never the same for each customer, and so “the magic” lies in asking the right questions and translating into a plan that shows value.

Kind, thoughtful, and respectful with a growth mindset: It is all, always about the people and the team. We’re looking for somebody who knows that software is a team sport, who values collaboration, and who is always growing and seeking to improve their own skills.

What You Will Do:

Act as Tier 2 support for all client related issues (both internal and external)

Efficiently and competently troubleshoot and resolve issues in a timely manner

Work with teams of Account Managers, Solutions Team members and DevOps if issues are complicated and require internal resources in order to resolve.

Assist Solutions Team with the following:

Loading of client static data into the client specific databases, i.e., Banks, Accounts, General Ledger Chart of Accounts, Entities, etc.)

Creation of License and SQL Database for new client implementations

Maintain Master GTreasury Single Solution SQL Database inclusive of balance reporting maintenance

Manage RSA and Symantec set up and credentials

Basic Client Report Creation using Izenda Reporting Tool

Troubleshooting of Powershell Scripts

New Implementation Account Analysis Configuration

Troubleshooting Payment Format/Extract Issues

Troubleshooting Connectivity Issues (both inbound and outbound)

Troubleshooting Alliance Lite 2 Issues

Assist Solutions Team on getting client over the line in order to handoff to Tier 1 Support

Monitor incoming support queue through phone, email and online community or chat

Efficiently and competently troubleshoot and resolve issues in a timely manner

Escalate to members of Solutions and DevOps if issues are complicated and require internal resources in order to resolve.

Become intimately familiar with how clients are set up using the Confluence document repository that contains all client support handover documents.

Provide support to Solutions Analysts as secondary resource on implementation tasks for learning and knowledge transfer.

Pursues a program of self-development through the use of selected reading, seminars, as well as participation in continuing education.

Identifies and communicates possible improvements in the work process for clients and peers.

Performs other duties as assigned by immediate supervisor or upper management.

Skills & Requirements:

2+ years of experience working in Financial Technology/Services or similar industry

Experience with Powershell or another scripting language

Experience supporting application for a large-scale SaaS software provider

Experience with configuration management tools (RSA/Symantec)

Experience with SQL queries and reporting tools

Good understanding of financial theory, treasury, banking or accounting

Sound technical experience and applicable knowledge

Good team player with ability to act on own initiative

Ability to multi-task, re-prioritize and adapt to rapidly changing needs and fast paced environments.

Highly organized and ability to handle multiple responsibilities

Excellent problem-solving skills and service oriented attitude.

Excellent listening, presentation, and consultative skills.

Proven organizational, leadership, and interpersonal skills and proven success working directly with clients.

Excellent verbal and written communication skills – ability to interface and influence at multiple organizational levels.

Education Requirements:

Bachelor’s degree in Business preferred, or equivalent experience. Major in Finance or Computer Science a plus.

What You Will Get:

A high impact, client facing role at a growing SaaS company that values personal growth, accountability, and the concept of “good work.”

A great management team and reporting structure that supports you and your growth.

A culture of open collaboration and problem solving

An empowered role on the client support team, responsible for driving business value.

Great benefits and culture.

Our benefits include:

Salary: The expected annual median salary for this role is $65,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location. 

Excellent medical, dental and vision insurance options

HSA and FSA options + company HSA contributions

401K matching

100% paid parental leave

Unlimited PTO

Hybrid work environment

About GTreasury:

GTreasury provides CFOs and Treasurers with The Clarity to Act on strategic financial decisions with the world’s most adaptable treasury platform, empowering them to face the challenges of today and tomorrow. Our industry leading solutions are purposefully designed to support every stage of treasury complexity, from Cash Visibility and Forecasting to Payments, Risk, Debt, and Investments. With GTreasury, financial leaders gain comprehensive connectivity across all banks and ERPs to build an orchestrated data environment, enabling rapid value realization with implementations up and running in weeks. Plus, our unmatched industry expertise ensures clients’ continued success through dedicated guidance and top-tier support. Trusted by over 1,000 customers across 160 countries, GTreasury provides treasury and finance teams with the ability to connect, compile, and manage mission-critical data to optimize cash flows and capital structures. 

GTreasury is headquartered in Chicago, with locations serving EMEA (Dublin and London) and APAC (Sydney, Singapore, and Manila).

At GTreasury, we know that our people are what makes GTreasury great and we celebrate the unique perspectives and experiences that our diverse teams bring to the table.  GTreasury is an equal opportunity employer and does not discriminate against employees or prospective candidates based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws and we strongly encourage people from underrepresented groups to apply!

If you're applying for a job in the U.S. and need a reasonable accommodation for any part of the employment process, please send an email to [email protected] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.