Customer Support Representative

**Location: Remote, USA** **\|** **EST Preferred** -------------------------------------------------- **About Wealthbox** ------------------- Wealthbox is the \#1 rated CRM software for financial advisors and the fastest\-growing platform in the market. We serve thousands of financial advisors with modern, AI\-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use. **The Role** ------------ Wealthbox is seeking a **Customer Support Representative** to support the product and our customers. In this role, you will handle support requests by email via help\-desk ticketing software, and you’ll also assist customers through phone calls, text chat, and screen\-sharing. **What You’ll Do** ------------------ * Resolve our customer’s questions, issues, and needs through email, phone, video conferencing and screen\-sharing. * Track customer inquiries and ensure timely resolution while escalating complex technical issues when 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 Wealthbox\-specific situations more effectively. * Maintain and update our knowledge base documentation, including FAQs. * Identify and suggest improvements to our product and our support systems. * Contribute to overall customer success by identifying common issues and helping to improve user experience. * Stay current on Wealthbox product updates and industry trends affecting financial institutions. **What You Bring** ------------------ * 2\+ years of online customer support experience, preferably in SaaS (FinTech industry experience is a bonus). * Experience with supporting web application software used by consumers and/or business professionals. (CRM software is a bonus). * Basic knowledge of cloud service offerings, toolsets, operating systems, and browsers. * Strong communication skills, especially via 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 ready to assist customers with a positive attitude. **Work Schedule** ----------------- * Weekdays, during business hours * No travel required (fully remote) **Benefits** ------------ * Competitive compensation * Comprehensive health plan coverage * 401k plan * Paid time off Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.