RRemoteville

How Remoteville checks and expires listings

RFG Advisory logoRFG Advisory

Technical Customer Success

Skills
AdoptionAgility TrainingBusinessCustomer SuccessFinanceFinancial ServicesInterest Rates
Role

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 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 client and business outcomes
  • Genuinely curious and empathetic with strong client awareness
  • 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
  • Analytical
  • Adaptable
  • Growth-minded

Day to day

  • Own a portfolio of financial advisor clients end-to-end, building trusted relationships and guiding them through onboarding, adoption, and ongoing optimization.
  • Configure cloud-based tools, troubleshoot issues, and translate complex platform capabilities into simple, actionable workflows for advisors.
  • Identify root causes of adoption breakdowns, surface client friction points, and partner internally to improve systems, processes, and advisor experience.