Provide bilingual English and Spanish client support through phone, chat, and email. Resolve account, platform, technical, and treasury inquiries; educate customers; troubleshoot issues; manage customer data in Salesforce; collaborate with trade desk, technical support, and compliance teams; communicate product feedback; help update policies; and beta test software releases.

Provides bilingual client support through phone, chat, and email, resolving account, platform, technical, and treasury-related issues. Educates customers on trading services, manages customer data in Salesforce, troubleshoots technology, collaborates with trade desk, technical support, and compliance teams, communicates feature requests, supports policy updates, and assists with software beta testing.

Administer and configure the Salesforce org, including users, permissions, objects, record pages, layouts, flows, validation rules, reports, and dashboards. Manage data imports, exports, cleanup, and integrity using Data Loader. Resolve admin requests, document changes, follow deployment practices, diagnose routine issues, and collaborate with analysts, developers, and stakeholders to deliver reliable solutions while expanding Salesforce expertise.