Hybrid Client Support Specialist – Frontline CRM Help

Orion; Omaha (NE); Hybride; USD 28 000 - 41 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision, and disability

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity &Pet

Student loan repayment

Résumé du poste

Orion is seeking a Client Support Representative to handle inquiries via phone, chat, and case channels, guiding clients through core workflows and ensuring accurate documentation. The role emphasizes reliability, clear communication, and ongoing product knowledge across Orion and Redtail.

The position is hybrid, demanding on‑site presence three or more days per week at a designated office. Candidates should reside within commuting distance to an office, with internal applicants given preference

Qualifications

• Minimum of a high school diploma required.
• Bachelor’s degree preferred for role growth and advancement.
• Experience in customer service or tech support is a plus.

Responsabilités

• Serve as frontline contact across phone, chat, and case channels with professionalism.
• Provide clear training and guidance to help clients navigate workflows and platform topics.
• Troubleshoot entry‑level workflows and data‑related inquiries and document outcomes.
• Maintain case documentation and ensure adherence to quality standards.
• Progress through required certifications and learning paths for Orion products.

Connaissances

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

Formation

High School Diploma

Bachelor's Degree Preferred

Outils

Salesforce

Description du poste

Orion is seeking a Client Support Representative to handle inquiries via phone, chat, and case channels, guiding clients through core workflows and ensuring accurate documentation. The role emphasizes reliability, clear communication, and ongoing product knowledge across Orion and Redtail.

The position is hybrid, demanding on‑site presence three or more days per week at a designated office. Candidates should reside within commuting distance to an office, with internal applicants given preference