Datasite · 2 days ago
Customer Service Advisor – Trilingual Portuguese, English and Spanish (Day Shift Sunday to Thursday 7am-4pm CST)
Datasite is a global center for facilitating economic value creation for companies, and they are seeking a Customer Service Advisor to provide high-quality, consultative service experiences for their clients. The role involves supporting clients with product inquiries and troubleshooting, while also guiding them in effectively using the Datasite platform.
FinTechSoftware
Responsibilities
Provide product support via phone, email, and chat for the Datasite application by assisting customers with questions and troubleshooting issues to resolution
Provide advice and training to customers on Datasite products via phone and web meetings
Guide customers through consultative discussions including feature demonstrations to meet their specific needs. This includes promoting the benefits of products and features the customer may not currently be using
Assist customers in the setup and configuration of projects and features within Datasite products including performing work within Datasite applications on behalf of customers at their request
Collaborate with other team members to achieve timely resolution
Capture all service requests, interactions, and communications in Salesforce Service Cloud. This includes writing and publishing articles in the Salesforce knowledgebase
Develop knowledge of industry and customer use cases and workflow
Other additional duties as may be requested from time to time
Qualification
Required
High school diploma required
Proficient fluency (C2) in both Spanish and English. C1 proficiency in Portuguese
2+ years previous experience in a client service or product support environment
Strong technical aptitude and learning agility
Strong communication skills, especially in explaining technical terms in a way that non-technical individuals can understand
Intermediate Excel skills required including experience using functions such as VLOOKUP. Strong attention to detail when working with data and spreadsheets with quality of work being the utmost importance
Independent problem solving and troubleshooting skills
Ability to work well in a team collaboration environment
Excellent organizational skills and attention to detail
Preferred
Bachelor's degree in related field
Advanced Excel skills
Previous experience supporting software or SaaS applications
Experience in the M&A industry
Company
Datasite
Datasite is a leading SaaS platform used by enterprises globally to execute complex, strategic projects.
Funding
Current Stage
Late StageTotal Funding
unknown2020-10-19Acquired
Recent News
HongKong Business
2025-09-29
The European Financial Review
2025-09-02
2025-08-24
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