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 or implementation
- 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
- Comfort with record management workflow configuration and data hygiene
- Experience in financial services wealth management or working directly with financial advisors 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
Nice to have
- Curious
- Empathetic
- Disciplined
- Analytical
- Adaptable
- Growth-minded
Day to day
- Own a portfolio of financial advisor relationships end-to-end and serve as their primary trusted contact
- Configure cloud-based tools and troubleshoot issues to improve workflows, adoption, and day-to-day efficiency
- Translate technical platform capabilities into clear guidance while influencing internal product and process improvements