Hybrid Client Support Specialist: CRM & Workflows

Orion Advisor Technology, LLC; Omaha (NE); Hybrid; USD 28,000 - 41,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Parental leave

Pet benefits

Job summary

Orion Advisor Technology, LLC is seeking a Client Support Representative to handle inquiries via phone, chat, and cases. You will guide clients through workflows, provide training, and ensure accurate intake and follow‑through.

You will resolve entry-level issues, maintain case documentation, and progress through Orion product certifications, while achieving strong metrics across NPS, adherence, and quality.

Qualifications

• Minimum high school; bachelor’s degree preferred.
• Prior customer service or technology support experience preferred.
• Strong verbal and written communication skills.
• Ability to manage multiple tasks in a fast-paced environment with attention to detail.

Responsibilities

• Serve as frontline 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 workflows or platform topics.
• Troubleshoot entry-level workflows, platform navigation issues, feature questions, and data-related inquiries.
• Maintain adherence to schedules and support queue coverage across required channels.
• Own Priority 1 (P1) and aged cases to completion with timely updates and Salesforce documentation.
• Strive for first-contact resolution while minimizing transfers.
• Maintain clean, complete case documentation meeting internal quality and audit standards.
• Stay up to date on platform updates, release notes, and required certifications.

Skills

Active Listening

Client Facing

Communication

CRM Software

Customer Service

Documentation

Problem Solving

Process Adherence

Real-Time Communications

Salesforce

Technical Support

Telephone Communications

Troubleshooting

Written Communication

Education

High school diploma

Bachelor’s degree preferred

Tools

Salesforce

Job description

Orion Advisor Technology, LLC is seeking a Client Support Representative to handle inquiries via phone, chat, and cases. You will guide clients through workflows, provide training, and ensure accurate intake and follow‑through.

You will resolve entry-level issues, maintain case documentation, and progress through Orion product certifications, while achieving strong metrics across NPS, adherence, and quality.