Remote Customer Support Rep - $60-$80k (Wealth Tech)

Job Description

Job Description

Remote Customer Support Rep - $60-$80k (Wealth Tech)

Permanently 100% Remote
Job Title: Remote Customer Support Rep - $60-$80k (Wealth Tech)
Salary: $60k-$80k+ Benefits, 401k
Requirements: SaaS Customer Support

We offer an intuitive web-based CRM for financial advisors.

We're thrilled to announce we just closed $200MM in funding, and are doing some big things!

Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales.

Our software integrates with leading FinTech brands. It enables them to manage their book of business, streamline their workflow, and grow their practice.

We just closed our Series B for $30MM, have been in business since 2012, and have 52 employees.

We are REMOTE first and our team is distributed throughout the country.

Due to growth, we are actively hiring a  Remote Customer Support Rep with experience in the following:

 

• Supporting SaaS applications

• Basic knowledge of cloud offerings, tools, operating systems, and browsers

• Experience communicating with clients via phone, email, chat, and video

You will be the first point of contact when our  customers are having issues.

This includes things like acting as a technical advisor, leading complex onboarding and/or integrations, product configurations across multiple teams, and troubleshooting/resolving technical issues

If you have this experience, please apply immediately. We are actively interviewing this week and next for this high profile position. What You Will Be Doing

• Respond to tickets and prioritize according urgency

• Resolve issues via phone call, email, video, and/or screen sharing

• Keep documentation and maintain FAQ database

What You Need for this Position

• Supporting SaaS applications

• Basic knowledge of cloud offerings, tools, operating systems, and browsers

• Experience communicating with clients via phone, email, chat, and video

What's In It for You

• $60k- $80k + Benefits, 401k

• Permanently remote

• Vacation/PTO

• Medical

• Dental

• Vision

• Bonus

• 401k

 

So, if you are a REMOTE Customer Support Rep, please apply today!

 

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard

 

#enghp

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/20/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.