Remote Software Support Analyst – Investment Finance SaaS

FinFolio; Denver (CO); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Unlimited paid time off

401K match

Health insurance

Dental insurance

Job summary

An innovative company is seeking a passionate individual to join their remote team, dedicated to simplifying wealth management for clients. In this role, you'll provide exceptional technical support and training to financial advisors, ensuring they can effectively utilize a best-in-class SaaS product. You will engage with clients, resolve issues, and help implement new software solutions, all while working in a dynamic startup atmosphere. If you thrive in a fast-paced environment and enjoy making clients happy, this opportunity could be your next career move.

Qualifications

• Strong communication skills and attention to detail are essential.
• Tech savvy with scripting abilities is a plus.

Responsibilities

• Provide technical support and training to clients via webinars.
• Troubleshoot software issues and collaborate with the development team.

Skills

Excellent written and verbal communication skills

Attention to detail

Tech savvy

Familiar with market operations

Ability to write scripts

Education

Finance degree

Series 63 or equivalent experience

Tools

Slack

GMail

Google Drive

Hubspot

Gusto

SQL

REST APIs

DOS Batch

FTP

Job description

An innovative company is seeking a passionate individual to join their remote team, dedicated to simplifying wealth management for clients. In this role, you'll provide exceptional technical support and training to financial advisors, ensuring they can effectively utilize a best-in-class SaaS product. You will engage with clients, resolve issues, and help implement new software solutions, all while working in a dynamic startup atmosphere. If you thrive in a fast-paced environment and enjoy making clients happy, this opportunity could be your next career move.