Job Description
Senior Application & Technical Support Specialist (Financial Institutions)
How You’ll Make an Impact
As a Senior Application & Technical Support Specialist supporting our Axiom Financial Institutions (FI) solutions you will provide application guidance and technical support to customers across financial planning forecasting and reporting workflows.
You will partner directly with finance and operations stakeholders to resolve complex system and data challenges ensuring their Axiom solutions are operating effectively and delivering accurate reliable insights. In this role you will combine strong financial systems knowledge with advanced troubleshooting skills to support customer success drive issue resolution and contribute to continuous improvement.
Key Responsibilities
- Financial Systems Expertise – Demonstrate strong knowledge of Axiom FI modules and financial planning processes including budgeting forecasting and reporting to effectively support customer needs.
- Advanced Issue Troubleshooting & Resolution - Investigate and resolve complex and escalated customer issues related to data calculations integrations and system performance. Perform root cause analysis and implement sustainable solutions.
- Customer Communication & Ownership - Own customer communication from initial contact through resolution. Provide clear guidance set expectations and ensure a high-quality customer experience.
- Stakeholder Partnership - Build relationships with customer stakeholders including senior finance and operations leaders to understand business needs and support effective system usage.
- Data Analysis & Problem Solving - Analyze financial data models and system outputs to identify discrepancies validate results and recommend solutions aligned with business objectives.
- Cross-Functional Collaboration - Partner with Product Engineering and DevOps teams to escalate and resolve issues while providing feedback to improve product functionality and customer experience.
- Knowledge Sharing & Mentorship - Share expertise with team members contribute to documentation and help elevate team capabilities through guidance and best practices.
- Continuous Improvement - Identify trends in customer issues and recommend improvements to processes configurations and system usage.
- Operational Excellence - Effectively prioritize and manage multiple cases ensuring timely resolution within SLAs and accurate documentation of all interactions.
Qualifications
- 4–6+ years of experience working at a bank or credit union in financial operations or financial systems support
- Experience supporting financial planning budgeting or reporting systems
- Strong understanding of budgeting forecasting and variance analysis
- Proven ability to troubleshoot complex technical and data-related issues
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- You’ll Really Wow Us If You Have
- Experience supporting financial institutions (banking credit unions or fintech)
- Experience using Axiom Stratajazz or EPSI solutions
Familiarity with SQL or data structures
- Advanced Excel skills
- Experience with Salesforce or case management tools
- Customer-facing support or consulting experience
Estimated Salary Range: $75000-90000
Actual salary will be determined based on factors including but not limited to skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition Strata provides a comprehensive benefits package including retirement benefits health and welfare benefits paid time off parental leave life and accident insurance and other voluntary and well-being benefits.
Find out more about Strata benefits here.
How we work:
The preferred location for this role is in Chicago IL or St. Louis MO. We value our people spending time together and have campuses hosting in-person events located in both cities. We are truly a hybrid environment with all team members experiencing the flexibility to work from home.
Thinking about applying?
Research shows that women and underrepresented groups tend to apply to jobs only when they check every box on a job posting. If you’re currently reading this and hesitating to click “Apply” for that reason we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience.
Should you require a reasonable accommodation in completing this application interviewing completing any pre-employment testing or otherwise participating in the employee selection process please reach out to [email protected].
Here @ Strata…
Our culture is driven by our people solving problems together. We embrace learning collaboration and continuous career growth. Together we lift our customers our products our company and our community.
We believe that each of our team member’s unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion equity and belonging regardless of race religion disability sex sexual orientation gender identity or national origin.
Our Core Values:
While we celebrate what makes each member of our team unique our core values are what connect us. They set clear expectations for how we approach our work and how each of us can positively influence the experience of our team and our customers.
- We connect with positive intent.
- We are helpful.
- We own it.
- We get better every day.
- We are humble.
Top Skills
What the Team is Saying
What We Do
Strata provides financial software data and insights to drive decisions and performance.
Why Work With Us
We are working to solve uniquely challenging financial problems in healthcare higher education and financial institutions. We embrace learning collaboration and continuous career growth. We believe that each of our team member’s unique perspectives and experiences is what drives innovation and positive change.
Gallery
Strata Decision Technology Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We support both remote & hybrid work. Regardless of location you’ll have the chance to visit our Chicago HQ for company events!
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Date Posted
04/04/2026
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