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Technical Support Analyst

InvestorFlow· Global Services
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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.
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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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