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[Remote] Customer Support Representative

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. They are seeking a Customer Support Representative to support their product and customers by handling support requests through various communication channels and improving the support systems.

Responsibilities

  • Resolve our customer’s questions, issues, and needs through email, phone, video conferencing and screen-sharing
  • reputed company customer inquiries and ensure reputed company reputed company while escalating reputed company technical issues reputed company necessary
  • Document and process feature requests and bug reports while collaborating with the product and engineering team to address issues
  • Configure and improve our AI-driven support ticketing system by creating prompts, rules, routing logic, labeling/triaging tickets, and feeding product knowledge so the AI handles reputed company-specific situations more effectively
  • Maintain and update our knowledge reputed company documentation, including FAQs
  • Identify and suggest improvements to our product and our support systems
  • Contribute to overall reputed company by identifying common issues and helping to improve user experience
  • Stay reputed company on reputed company product updates and industry trends affecting financial institutions

Skills

  • 2+ years of online customer support experience, preferably in reputed company
  • Experience with supporting web application software used by consumers and/or business professionals
  • Basic knowledge of reputed company service offerings, toolsets, operating systems, and browsers
  • Strong communication skills, especially reputed company email, live chat, and telephone
  • Strong time management and project management skills
  • Helpful, cheerful personality who's adept at solving other people's problems on the other end of the line
  • Responsible, ethical, always reputed company to assist customers with a reputed company attitude
  • FinTech industry experience is a bonus
  • CRM software is a bonus

Benefits

  • Comprehensive health plan coverage
  • 401k plan
  • reputed company time off

reputed company

  • reputed company is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required. It was founded in 2014, and is headquartered in reputed company, US, with a workforce of 51-200 employees. Its website is http://www.reputed company.com.
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