Client Operations Support Specialist

RTI Redtail Technology, Inc; Lehi (UT); Hybrid; USD 29,962 - 42,884; Full time

Benefits offered by this job

Health coverage from day one

401(k) plan with employer match

Paid parental leave

Student loan repayment

Job summary

RTI Redtail Technology, Inc is seeking a Client Operations Support Specialist to provide frontline support for client inquiries via phone, chat, and case channels. The successful candidate will resolve foundational questions and guide clients through core workflows, primarily using Orion products.

This hybrid role requires on-site work at least three days a week. Candidates should demonstrate strong communication skills and have a high school diploma, with a bachelor's degree preferred. A competitive benefits package is also offered.

Qualifications

• Strong verbal and written communication skills in client interactions.
• Ability to manage multiple tasks in a fast-paced environment with attention to detail.
• Minimum of a high school diploma; bachelor's degree preferred.

Responsibilities

• Serve as a frontline point of contact for client inquiries across phone and chat.
• Provide training and guidance to clients on platform workflows.
• Troubleshoot platform navigation issues and data-related inquiries.

Skills

Verbal communication skills

Written communication skills

Problem-solving skills

Organizational skills

Time-management skills

Education

High school diploma

Bachelor's degree preferred

Job description

About this Opportunity

The Client Operations Support Specialist is a frontline support professional responsible for handling client inquiries across phone, chat, and case channels. This role focuses on resolving foundational questions, guiding clients through core workflows, and ensuring accurate intake, documentation, and follow‑through. Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products—such as Orion, Redtail, and OCIO—but not limited to these offerings.

Location: It is anticipated that an incumbent in this role will work as a Hybrid employee, with three or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

Responsibilities

• Serve as a frontline point of contact for client inquiries across phone, chat, and case channels with professionalism and urgency.
• Provide clear training, guidance, and best practices to help clients navigate the workflows or platform topics they need support with, using your established support resources.
• Troubleshoot entry‑level workflows, platform navigation issues, feature questions, and data‑related inquiries.
• Maintain strong adherence to schedules and support queue coverage across required channels.
• Own assigned Priority 1 (P1) and aged cases to completion, ensuring timely updates and accurate Salesforce documentation.
• Strive for first‑contact resolution while minimizing unnecessary transfers.
• Maintain clean, complete case documentation that meets internal quality and audit standards.
• Stay up to date on platform updates, release notes, required certifications, and internal learning content.
• Identify opportunities to simplify client workflows or improve documentation and elevate through proper channels.
• Collaborate with peers, Service Leads, Technical Leads, and Managers to support coordinated client outcomes.
• Operate as a frontline contributor focused on delivering accurate, timely, and professional support across chat, phone, and case channels.
• Expect to build foundational proficiency within assigned technology area (Orion or Redtail) while actively progressing through required certifications and learning pathways.
• Demonstrate first‑contact resolution mindset and ownership of inquiries.
• Maintain strong performance across core service metrics including NPS, adherence, acceptance rate, quality, and documentation accuracy to support reliable service delivery.
• Escalate suspected product issues only after basic troubleshooting and documentation.
• Contribute to team improvement by identifying client trends or documentation gaps.
• Adhere to hybrid expectations and maintain a professional presence in all interactions.

Qualifications

• Strong verbal and written communication skills in client interactions.
• Ability to manage multiple tasks in a fast‑paced environment with attention to detail.
• Navigate and explain technology.
• Strong problem‑solving, organizational, and time‑management skills.
• Minimum of a high school diploma; bachelor’s degree preferred.
• Preferably has prior customer service or technology support experience.
• Less than one year of experience.
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.

Benefits and Compensation

Salary Range: $21.75 - $31.13 per hour.

In addition, Orion offers a competitive benefits package that includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including paternity leave and pet insurance, student loan repayment and more. The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job‑related knowledge, skills, and experience.