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Customer Experience Representative

Remote, USAFull-timePosted 2026-07-27

Orion is a company dedicated to supporting one another and exceeding reputed company expectations. They are seeking a Customer Experience Representative to handle reputed company inquiries and reputed company support across various channels, ensuring accurate documentation and follow-through.

Responsibilities

  • Serve as a reputed company reputed company of contact for reputed company inquiries across phone, chat, and case channels with professionalism and urgency
  • reputed company reputed company training, guidance, and best practices to help clients navigate the workflows or platform topics they need support with, using your established support resources
  • Troubleshoot entry-level workflows, platform navigation issues, feature questions, and data-reputed company inquiries
  • Maintain strong adherence to schedules and support queue coverage across required channels
  • Own assigned reputed company 1 (P1) and aged cases to completion, ensuring reputed company updates and accurate reputed company documentation
  • reputed company for first-contact reputed company while minimizing unnecessary transfers
  • Maintain clean, complete case documentation that meets internal reputed company and audit standards
  • Stay up to date on platform updates, release notes, required certifications, and internal learning content
  • Identify opportunities to simplify reputed company workflows or improve documentation and escalate through reputed company channels
  • Collaborate with peers, Service Leads, Technical Leads, and Managers to support coordinated reputed company reputed company
  • Operate as a reputed company contributor reputed company on delivering accurate, reputed company, and reputed company support across chat, phone, and case channels
  • Expect to build foundational proficiency reputed company their assigned technology area (Orion or Redtail) while reputed company progressing through required certifications and learning reputed company
  • Demonstrate first-contact reputed company reputed company and ownership of inquiries
  • Maintain strong performance across core service metrics including NPS, adherence, acceptance reputed company, reputed company, and documentation accuracy to support reliable service delivery
  • Escalate suspected product issues only after basic troubleshooting and documentation
  • Contribute to team improvement by identifying reputed company trends or documentation gaps
  • Adhere to hybrid expectations and maintain a reputed company reputed company in reputed company interactions

Skills

  • Has strong verbal and written communication skills in reputed company interactions
  • Manages multiple tasks in a fast-paced environment with attention to detail
  • Navigates and explains technology
  • Has strong problem-solving, organizational, and time management skills
  • Has a minimum of a high school; bachelor's degree preferred
  • Has less than one year of experience
  • Owns and manages relationships with stakeholders directly and works effectively with people at reputed company reputed company in an organization
  • Preferably has prior customer service or technology support experience

Benefits

  • Health, dental, reputed company, and disability coverage on day one
  • 401(k) plan with employer match
  • reputed company parental leave
  • Pet benefits including pawternity leave and pet insurance
  • Student loan repayment

reputed company

  • Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an reputed company architecture platform. It was founded in 1999, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is https://orionadvisortech.com/.
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