Premier Technical Support Specialist

OAT Orion Advisor Technology, LLC

Omaha (NE)

On-site

USD 56,046 - 82,313

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Health, dental, vision, and disability coverage on day one

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity leave and pet insurance

Student loan repayment

Job summary

OAT Orion Advisor Technology, LLC in Omaha seeks a Premier Technical Support Specialist to deliver advanced technical support to clients and partners. This role focuses on problem resolution, system functionality validation, and team mentorship.

Candidates should possess a Bachelor's degree and have at least two years of experience in technical support or FinTech. The role requires strong analytical skills and a deep understanding of technology platforms, fostering a collaborative working environment.

Qualifications

Minimum two years of experience in technical support or FinTech services.
Demonstrated experience resolving complex platform issues.
Strong knowledge of Orion platform or similar technology.

Responsibilities

Serve as a technical subject-matter expert for advisors and internal teams.
Analyze advanced technical issues, configuration challenges, and workflow discrepancies.
Provide consultative guidance on Orion platform capabilities.

Skills

Client-Centric

Effective Communication

Technical Proficiency

Relationship Management

Time Management

Education

Bachelor's degree in Business, Finance, or Technology

Tools

Salesforce

Job description

About this Opportunity

As a Premier Technical Support Specialist you will provide advanced, consultative technical support to advisory firms and internal partners, serving as a subject‑matter resource across Orion's technology ecosystem. The role applies deep platform knowledge and independent judgment to resolve complex technical issues, guide technology adoption, validate system functionality, and mentor team members. Senior specialists act as trusted advisors while supporting certification integrity and service excellence. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

Location

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) 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.

Responsibilities

Serve as a technical subject‑matter expert for advisors and internal teams, responding to complex inquiries across phone, email, chat, and scheduled consultations
Independently analyze advanced technical issues, configuration challenges, and workflow discrepancies
Provide consultative guidance on Orion platform capabilities (Reporting, Billing, Performance, Advisor Portal, Reconciliation, Trading, and other modules)
Deliver detailed system training and technical guidance to advisors and internal partners
Participate in build‑week activities by testing, validating, and certifying system functionality
Collaborate with Product Management and Development teams on defects, enhancements, and functional changes
Act as escalation support for complex technical cases
Document technical configurations, solutions, and best practices
Mentor and coach team members through job‑shadowing and real‑time guidance
Lead certification efforts and support technical enablement programs

Qualifications

Has a Bachelor's degree in Business, Finance, or Technology as preferred
Has a minimum of two (2) years of experience in technical support, FinTech services, or client success as required
Has a Series 65 license as preferred
Has demonstrated experience resolving complex platform issues as required
Has prior experience as escalation or second‑level support resource as preferred
Has strong knowledge of Orion platform or similar technology across operational and reporting functions
Has expertise in reconciliation, billing, performance reporting, trading processes
Has experience with CRM systems (Salesforce) and case‑management tools
Has advanced technical problem solving and root‑cause analysis
Has deep functional understanding of SaaS‑based financial technology platforms
Has certification‑driven subject‑matter expertise
Can translate technical concepts for non‑technical audiences
Has strong analytical reasoning and attention to detail
Can cross‑functionally collaborate with product, engineering, and client teams
Has clear, professional verbal and written communication
Can make independent decisions under ambiguous conditions
Can influence and mentor without formal authority
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization