Customer Support Representative
New
W
WealthboxFinancial advisor CRM
Location: United States; Workplace: RemoteFull-TimeJunior
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 2+ years of online customer support experience
- Required Skills
- SaaS
Requirements
- Have 2+ years of online customer support experience; SaaS experience is preferred.
- Have experience supporting web application software used by consumers and/or business professionals.
- Have basic knowledge of cloud service offerings, toolsets, operating systems, and browsers.
- Have strong communication skills, especially via email, live chat, and telephone.
- Have strong time management and project management skills.
- Be available to work weekdays during business hours.
- CRM software experience is a bonus; FinTech industry experience is a bonus.
Responsibilities
- Resolve customer questions, issues, and needs through email, phone, video conferencing, and screen-sharing.
- Track customer inquiries, ensure timely resolution, and escalate complex technical issues when necessary.
- Document and process feature requests and bug reports in collaboration with the product and engineering team.
- Configure and improve the AI-driven support ticketing system by creating prompts, rules, and routing logic.
- Label and triage tickets and provide product knowledge to help the AI handle Wealthbox-specific situations.
- Maintain and update knowledge-base documentation, including FAQs.
- Identify and suggest improvements to the product and support systems.
- Identify common issues and help improve the user experience.
- Stay current on Wealthbox product updates and industry trends affecting financial institutions.
View Full Description & ApplyYou'll be redirected to the employer's site
