Experienced Full Stack Customer Support Representative – SaaS Support, CRM, and FinTech Integration Specialist

Join Our Team of Remote Professionals and Take Your Career to the Next Level!

We are a rapidly growing FinTech company, revolutionizing the way financial advisors and wealth managers manage their book of business. Our innovative software has been designed to make it incredibly easy for everyone from solo financial advisors to enterprise firms to streamline their workflow, grow their practice, and increase their sales. As a result of our growth, we are seeking an experienced and motivated Full Stack Customer Support Representative to join our team of remote professionals.

About Our Company

Our company has been in business since 2012 and has received Series B funding of $30MM. We have a strong track record of success, with our founders having built and exited several successful startups. Our team is distributed throughout the country, and we are committed to providing a modern, supportive start-up culture that values innovation, collaboration, and growth. We are proud to be a REMOTE-first company, offering our employees the flexibility and autonomy to work from anywhere.

Key Responsibilities

As a Full Stack Customer Support Representative, you will be the first point of contact for our clients when they have an issue with our software. Your primary responsibilities will include:

• Providing exceptional customer support via email, phone, video chat, screen share, and other communication channels
• Acting as the first line of support for software issues, troubleshooting, and resolving customer complaints
• Screen sharing to review customer issues and provide solutions
• Identifying recurring software issues and suggesting improvements to enhance the overall customer experience
• Collaborating with cross-functional teams to resolve complex customer issues and improve software functionality

Essential Qualifications

To be successful in this role, you will need to possess the following essential qualifications:

• At least 2 years of experience in software/SaaS support, with a strong track record of providing exceptional customer service
• Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal stakeholders
• Strong problem-solving skills, with the ability to analyze complex customer issues and provide effective solutions
• Proficiency in using ticketing systems, email, phone, video chat, and screen sharing tools
• Ability to work in a fast-paced, dynamic environment and prioritize multiple tasks and responsibilities

Preferred Qualifications

While not required, the following qualifications are highly desirable:

• Experience with CRMs, WealthTech, Jira, Confluence, cloud services, operating systems, and/or browsers
• Knowledge of FinTech industry trends and best practices
• Experience working with remote teams and managing multiple communication channels
• Certifications in customer support, software support, or related fields

Skills and Competencies

To succeed in this role, you will need to possess the following skills and competencies:

• Excellent communication and interpersonal skills
• Strong problem-solving and analytical skills
• Ability to work effectively in a team environment
• Strong attention to detail and organizational skills
• Ability to adapt to changing priorities and deadlines

Career Growth Opportunities and Learning Benefits

We are committed to providing our employees with opportunities for growth and development. As a Full Stack Customer Support Representative, you will have access to:

• Regular training and development programs to enhance your skills and knowledge
• Opportunities for career advancement and professional growth
• A collaborative and supportive work environment that encourages innovation and creativity
• A comprehensive benefits package, including medical, dental, vision, and 401(k) matching

Work Environment and Company Culture

We are a REMOTE-first company, offering our employees the flexibility and autonomy to work from anywhere. Our company culture values innovation, collaboration, and growth, and we are committed to providing a supportive and inclusive work environment. As a Full Stack Customer Support Representative, you will have the opportunity to work with a talented and diverse team of professionals who are passionate about delivering exceptional customer service.

Compensation, Perks, and Benefits

We offer a competitive salary of $60-$70k, plus benefits, including:

• Medical, dental, and vision insurance
• 401(k) matching
• Vacation/PTO
• Colorado employees will receive paid sick leave

How to Apply

If you are a motivated and experienced Full Stack Customer Support Representative looking for a new challenge, please submit your application today. We look forward to hearing from you!