Technical Support Analyst
Santiago de los CaballerosFull-timePosted 6mo ago
About the role
Technical Support Analyst role within InvestorFlow's PATH program, a structured training-to-full-time progression inside client-facing support for Salesforce-based and .Net applications.
Responsibilities
- Participate in structured onboarding to build deep product, process, and technical knowledge across InvestorFlow's platform.
- Shadow senior team members and engage in guided practice resolving Tier 1 support cases, with increasing autonomy over time.
- Contribute to documentation, internal testing, and knowledge base content creation.
- Receive mentorship on client interaction best practices, structured troubleshooting workflows, and internal tooling.
- Demonstrate growing independence and ownership in resolving real client inquiries before transitioning into the full role.
- Serve as a primary technical support contact, resolving client issues and inquiries across email, phone, and chat channels.
- Log, triage, and resolve incidents in adherence to SLA requirements and internal processes, escalating appropriately when needed.
- Investigate and troubleshoot technical issues within Salesforce-based & .Net applications, integrations, and client data workflows.
- Create and maintain knowledge base articles, troubleshooting guides, and internal documentation.
- Identify recurring client issues, analyze patterns, and recommend proactive measures to reduce escalations.
- Collaborate with QA, Product, Customer Success, and Engineering to ensure a seamless client experience and drive issue resolution.
- Communicate technical findings clearly to both technical and non-technical audiences.
- Contribute to a culture of continuous learning, documentation, and knowledge sharing across the support team
Qualifications
- Hands-on familiarity with at least one programming or scripting language — Python, JavaScript, C#, Java, SQL, or similar.
- Bachelor's degree in Computer Science, Information Systems, Engineering, or a related technical field — or equivalent practical experience.
- Strong English communication skills, both written and verbal.
- Professional, confident communication style with a customer-first orientation and the ability to explain technical concepts clearly to non-technical audiences.
- Comfort working in web-based platforms, navigating complex systems, and analyzing data to isolate root causes.
- Strong troubleshooting mindset: methodical, documented steps, and persistence to resolution.
- Ability to manage multiple open issues simultaneously in a fast-paced environment without losing attention to detail.
- Collaborative, team-oriented attitude with a desire to grow and take on increasing responsibility over time.
- Advanced Excel skills (pivot tables, formulas, data manipulation) are a plus
Skills
Required:Programming / ScriptingCommunicationTroubleshootingData Analysis
Nice to have:Excel
Last updated Oct 21, 2026. Interested? Apply on the company site.
About InvestorFlow
Powering Private Markets
InvestorFlow is the leading AI-powered front-office platform for capital formation, deployment, and investor services in the private markets.
capital formationdeploymentinvestor servicesprivate marketsAI-poweredCRMrelationship and meeting intelligenceprivate equity
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