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Customer Support Specialist II

Role overview

Qualifications

  • 3+ years of customer support or technical support experience, with at least 1 year in a Tier 2 or advanced support role
  • Demonstrated ability to independently investigate and resolve complex application and workflow issues in a SaaS environment
  • Experience with Salesforce (case management) and JIRA or equivalent ticketing and project management tools
  • Strong analytical and conceptual thinking skills; able to interpret ambiguous issues and identify root causes

Responsibilities

  • Own Tier 2 issue resolution across assigned RealTime platforms (SOMS and Complion), including complex configuration issues and data integrity concerns
  • Conduct structured root cause analysis on escalated issues and document findings in JIRA with steps to reproduce, scope of impact, and recommended resolution path
  • Serve as the primary liaison between the support team and the Product Health team for engineering investigations, providing complete escalation packages
  • Mentor L1 Specialists, assist with ticket reviews and QA, and contribute to onboarding and knowledge base updates

About the company

RealTime-CTMS Software Solutions logo

RealTime-CTMS Software Solutions

RealTime Software Solutions, LLC is a leader in cloud-based software solutions for the clinical research industry. Our vision is to reshape the global clinical research industry with innovative solutions, that help advance medicine and save lives. RealTime's complete Site Operations Management System (SOMS) allows research sites to bundle together every solution needed to run at peak performance while managing all aspects of site operations. Discover the RealTime difference with CTMS, eDOCS, eSOURCE, GlobalPAY, SitePAY, and TEXT. RealTime strives every day for our customers' complete success, which is accomplished through listening, learning, innovating, and with an inspired passion for more efficient clinical trial research processes.

Company details

Company typeSME
Company size51 - 200

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Job description

“Be part of a company that is influential and the standard for a rapidly evolving industry!”

WHO ARE WE?

RealTime eClinical Solutions is a Global Leader and rapidly growing SaaS technology company that provides comprehensive Software Solutions to the clinical research industry.

Our Vision is to reshape the global clinical research industry with innovative solutions that help advance medicine and save lives. Our cloud-based solutions are dedicated to solving complex problems and simplifying clinical research processes to be more organized, efficient, and cost-effective. We are based out of San Antonio, TX, but are truly a remote and telecommuting company.

WHAT ARE WE LOOKING FOR?

The Customer Support Specialist II is an experienced technical support professional who handles the most complex Tier 2 customer issues, serves as a subject matter expert (SME) on one or more RealTime platforms, and acts as a key resource for L1 Specialists on their pod. This role bridges the gap between front-line support and escalation-level resolution, owning advanced troubleshooting, root cause analysis, and systematic case documentation that drives product quality and customer retention. L2 Specialists also play an active mentorship role within their pod, contributing to a culture of technical growth and shared expertise.

WHAT WILL YOU BE DOING?

ADVANCED TROUBLESHOOTING & RESOLUTION

  • Own Tier 2 issue resolution across assigned RealTime platforms (SOMS and Complion)—including complex configuration issues, data integrity concerns, workflow errors, and application behavior anomalies.
  • Conduct structured root cause analysis on escalated issues; document findings clearly in JIRA with steps to reproduce, scope of impact, and recommended resolution path.
  • Serve as the primary liaison between the support team and the Product Health team for issues requiring engineering investigation—providing complete, well-documented escalation packages that minimize back-and-forth.
  • Resolve or meaningfully advance all Tier 2 tickets within SLA targets, proactively communicating status to customers and the Support Lead on complex cases.

POD SUPPORT & L1 MENTORSHIP

  • Act as an in-queue resource for L1 Specialists on technical questions, escalation decisions, and complex customer situations, guiding without requiring escalation to the Support Lead.
  • Assist with L1 ticket reviews and QA, providing constructive feedback to improve accuracy, documentation quality, and first-contact resolution rates.
  • Contribute to onboarding and ongoing training of new L1 Specialists; develop or update knowledge base articles, troubleshooting guides, and FAQs.
  • Participate in ticket calibration sessions with the Support Lead to maintain team consistency and quality standards.

CUSTOMER & STAKEHOLDER COMMUNICATION

  • Conduct customer-facing troubleshooting calls and screen-share sessions for complex issues requiring direct investigation.
  • Communicate issue status, workarounds, and resolution timelines to customers with clarity and professionalism—managing expectations proactively, especially on multi-day cases.
  • Escalate customer relationship risks or churn signals to the Support Lead and, when appropriate, coordinate with Customer Success.

TREND ANALYSIS & PROCESS IMPROVEMENT

  • Monitor and report on recurring issue patterns, systemic product defects, and customer pain points to the Support Lead on a regular cadence.
  • Recommend process improvements, workflow changes, or knowledge base additions based on frontline observations.
  • Participate actively in team retrospectives and support improvement initiatives.

COMPLIANCE & DOCUMENTATION

  • Maintain full compliance with HIPAA Privacy Rule requirements; this role regularly accesses Protected Health Information (PHI) as part of daily responsibilities.
  • Ensure all tickets, escalations, and customer interactions are documented thoroughly and accurately in Salesforce and JIRA.

 WHAT DO YOU NEED?

  •  3+ years of customer support or technical support experience, with at least 1 year in a Tier 2 or advanced support role.
  • Demonstrated ability to independently investigate and resolve complex application and workflow issues in a SaaS environment.
  • Experience with clinical trial management systems, electronic data capture (EDC), or healthcare IT software strongly preferred.
  • Proficiency with Salesforce (case management) and JIRA or equivalent ticketing and project management tools.
  • Strong analytical and conceptual thinking skills; able to interpret ambiguous issues and identify root causes.
  • Excellent written and verbal communication skills, including the ability to communicate technical findings to non-technical users.
  • Demonstrated ability to mentor peers and contribute to team knowledge-sharing.

WHAT SETS YOU APART?

  • 1+ year of experience with RealTime SOMS, Complion, or Devana platforms.
  • Exposure to clinical research regulatory requirements (GCP, 21 CFR Part 11, HIPAA).
  • Associate or bachelor’s degree in a related field; clinical research, health sciences, or information technology preferred.

 WHAT IS IN IT FOR YOU?

  • The company sponsors health insurance, long-term disability, and life insurance.
  • Unlimited Paid Time Off.
  • 10 paid Holidays.
  • Paid Parental Leave.
  • Work Anniversary Bonus.
  • Participation in the Employee of the Quarter Program.
  • Monthly $100 Connectivity Stipend Reimbursement.
  • RealTime matches employee 401K contributions at 100% of the first 3% invested and 50% of the next 2% invested.

All successful candidates must complete and pass reference and background checks.

The desired salary must be indicated for the application to be considered.

The pay rate is commensurate with experience and is determined on an individual basis after an interview has occurred.

Equal Opportunity Employer – RealTime eClinical Solutions strongly values diversity and is committed to equal opportunity and non-discrimination in all of its policies and practices, including employment.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility.

Thank you for your interest in RealTime eClinical Solutions.



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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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