Remote Customer Support Rep - $60-$80k (Wealth Tech)

Company Overview

We are a rapidly growing Wealth Tech company that recently secured $200MM in funding. Since 2012, we have provided an intuitive, web-based CRM that helps financial advisors—from solo practitioners to enterprise firms—manage their books of business and accelerate growth. We are a remote-first organization with a distributed team across the country.

The Role

As a Remote Customer Support Representative, you will serve as the first point of contact for our clients. You will act as a technical advisor, leading complex onboarding, managing integrations, and troubleshooting technical issues to ensure our users get the most out of our platform.

Key Responsibilities

• Lead complex onboarding and integration processes.
• Assist with product configurations across multiple stakeholders and teams.
• Troubleshoot and resolve technical issues for our users.
• Communicate effectively with clients via phone, email, chat, and video.

Requirements

• Proven experience supporting SaaS applications.
• Basic knowledge of cloud offerings, tools, operating systems, and browsers.
• Strong communication skills with experience in multi-channel client support.
• Must be currently authorized to work in the United States without the need for sponsorship.

Benefits

• Salary: $60k - $80k + Bonus.
• Permanently 100% remote work environment.
• Comprehensive benefits package, including medical, dental, and vision.
• 401k plan.
• Vacation and Paid Time Off (PTO).

How to Apply

Please apply directly through our website. If emailing your resume to [email protected], you must keep the JobID: linkedin : MA5-1987902 in the subject line to be considered.

Equal Opportunity Employer

Everforth CyberCoders is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We provide reasonable accommodations for individuals with disabilities.