How Remoteville checks and expires listings
Technical Customer Success
Skills
AdoptionAgility TrainingBusinessCustomer SuccessFinanceFinancial ServicesInterest Rates
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor’s degree in a technical business or related field or equivalent hands-on experience
- 3+ years in a client-facing technical role such as solutions consulting systems support implementation or similar
- Experience owning a book of clients or accounts preferred
- Demonstrated ability to learn configure and troubleshoot cloud-based software platforms
- Hands-on experience with a CRM platform such as Zoho Salesforce or similar including record management workflow configuration and data hygiene
- Comfort with help desk tools is a plus
- Experience in financial services wealth management or working directly with financial advisors is preferred
- Familiarity with financial planning tools such as RightCapital eMoney Income Lab or Orion is a bonus
- Leverages AI and automation tools to improve productivity quality analysis and communication
- Actively identifies opportunities to streamline workflows reduce manual effort and enhance outcomes
- Genuinely curious and empathetic
- Highly disciplined about follow-through and documentation
- Comfortable operating without a complete playbook
- Strong analytical and communication skills
- Thinks in outcomes not just activity
- Curious adaptable and growth-minded with a demonstrated ability to learn new technologies quickly
Nice to have
- Curious
- Empathetic
- Disciplined
- Adaptable
- Growth-minded
- Analytical
Day to day
- Own a portfolio of financial advisor clients end-to-end and build trusted relationships
- Configure tools and troubleshoot platform issues to improve advisor workflows and outcomes
- Translate complex technology into clear actions while identifying growth blockers and opportunities
- Partner with internal teams to surface friction points and improve systems workflows and user experience