• Serve as the primary owner of advisor relationships, guiding them through the Cetera value proposition experience across the advisor life cycle. • Develop and execute comprehensive financial sales cycle engagement plans, managing the sales funnel and pipeline from initial discovery to completion. • Drive organic growth, satisfaction, and retention of advisors by ensuring their successful implementation of Cetera’s financial platforms, solutions, and coaching programs. • Lead strategic client segmentation efforts, identifying and prioritizing key financial institutions and advisor partnerships to optimize business opportunities. • Collaborate with business development, onboarding, and sales enablement teams to accelerate verified asset adoption within defined timeframes. • Actively facilitate advisor connections with subject matter experts to enhance investment solution adoption, financial planning strategies, and wealth management offerings. • Strengthening relationships with financial institutions and advisors through tailored coaching, providing strategic insights and best practices for long-term success. • Ensure seamless advisor support and resolution in partnership with the Service Escalation Specialist, reinforcing trust and efficiency in wealth management operations.

• Partnering with technical consultants to translate business needs into data models. • Running cross-functional workshops. • Producing deliverables such as process maps, business requirements, user stories, and decision logs. • Fluency in English is necessary.

• Collaborate with our clients to develop, design and support tailored solutions for their organizational challenges • Responsible for delivering programs and services in talent selection, development and training • Support organizational transformations and promote individuals’ personal growth and development • Build strong relationships with clients and the team and act as a trusted, inspiring leader

Role Description We are seeking a highly motivated Software Support Analyst who combines strong technical troubleshooting skills with a passion for customer success. The ideal candidate thrives in a fast-paced environment, takes ownership of complex issues from identification through resolution, continuously improves support processes, and builds strong relationships with clients and internal teams. The candidate should demonstrate a proactive mindset, strong analytical thinking, and a commitment to delivering exceptional service and business value. Key Responsibilities - Manage and triage client-reported incidents, service requests, and production support tickets, ensuring timely first response, investigation, resolution, and proactive communication. - Analyze, reproduce, and troubleshoot complex application issues by collaborating with Development, QA, PL/SQL, Services, and Infrastructure teams. - Perform root cause analysis and provide workarounds, fixes, and recommendations to minimize business impact. - Own support cases from initiation through closure, ensuring adherence to SLAs and support metrics. - Conduct post-deployment validation and production verification activities to ensure successful releases and uninterrupted business operations. - Configure and maintain application components including Labels, Lists of Values (LOVs), JSON configurations, workflows, and other system settings based on business requirements. - Support integration processes by monitoring inbound and outbound file transactions, validating processed data, investigating failures, and resolving exception scenarios. - Develop and maintain Business Intelligence (BI) reports and dashboards to support operational and business reporting requirements. - Perform data analysis and validation using SQL and Oracle databases to troubleshoot issues and verify application functionality. - Coordinate with leadership, stakeholders, and cross-functional teams to communicate issue status, risks, escalations, and resolution plans. - Independently manage assigned client accounts, ensuring application stability, proactive issue resolution, and overall customer success. - Document troubleshooting procedures, knowledge articles, support processes, and best practices to improve operational efficiency. - Monitor and contribute to key support metrics such as ticket backlog, response time, resolution time, and escalation management. - Act as a trusted advisor to customers by understanding business processes and recommending best practices to improve system adoption and operational efficiency. - Identify recurring issues and collaborate with Product and Engineering teams to eliminate root causes and improve product stability. - Create and maintain knowledge articles, support runbooks, troubleshooting guides, and standard operating procedures. - Recommend process automation opportunities and continuous improvements that enhance support efficiency and customer satisfaction. Qualifications - Strong understanding of ERP applications, enterprise software support, and business process workflows. - SaaS Support experience for 2-3 years. - Experience working with Oracle databases and strong SQL query-writing and troubleshooting skills. - Knowledge of Software Development Life Cycle (SDLC) and software implementation methodologies. - Experience investigating and resolving complex production issues in a multi-team environment. - Hands-on experience with application configuration, including workflows, LOVs, labels, JSON configurations, and system setup. - Familiarity with integration troubleshooting, file processing validation, and exception handling. - Experience working with Business Intelligence and reporting tools for data analysis and reporting (nice to have). - Strong analytical, problem-solving, and root cause analysis skills. - Excellent communication and stakeholder management skills with the ability to work effectively with global teams and clients. - Ability to prioritize multiple tasks, manage escalations, and work independently in a fast-paced support environment. - Passion for software support, customer success, and teamwork across internal and external stakeholders. - Ability to produce impactful documentation and proactively suggest value-added improvements. - Experience with ticketing systems such as Jira, ServiceNow, Zendesk, Freshservice, or similar platforms. - Understanding of incident management, problem management, change management, and ITIL service management concepts. - Familiarity with REST APIs, JSON, XML, Postman, and integration troubleshooting. - Exposure to cloud environments, application monitoring, logs, authentication, and security fundamentals. - Demonstrated ability to effectively leverage AI-powered tools and technologies (such as ChatGPT, Copilot, Gemini, or similar platforms) to enhance troubleshooting, root cause analysis, documentation, knowledge management, reporting, and overall support efficiency while maintaining accuracy, security, and compliance standards. Preferred Qualifications - Experience supporting ERP, Retail, Supply Chain, Commercial Real Estate, Lease Administration, or Enterprise SaaS applications. - Exposure to Agile/Scrum methodologies. - ITIL Foundation certification or equivalent service management knowledge. - Experience working with global customers across multiple time zones. - Working knowledge of Postman for API testing, debugging, and troubleshooting integration-related issues. Work Timing - 3:00 PM to 12:00 AM IST to ensure overlap with Tango Analytics’ US-based teams and clients. Additional Information - Work setup: Remote - Location: India - Full-time Remote - Shift time: 3 PM to 12 AM IST daily, Mon to Friday - Joining Timelines: immediate, or within 15 days