Remote Customer Support Rep - 60-80k (Wealth Tech) - Boston
4 weeks ago

Job summary
We offer an intuitive web-based CRM for financial advisors. Our software integrates with leading FinTech brands. It enables them to manage their book of business, streamline their workflow, and grow their practice.We are REMOTE first and our team is distributed throughout the country.
Responsibilities
- Lead complex onboarding and/or integrations
- Assist with product configurations with multiple stakeholders and teams
- Troubleshoot and resolve technical issues
Job description
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