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……
Support analysis of trends and help identify potential drivers behind changes in performance. Track key payment and chargeback metrics (e.g., dispute volume,……
Prepare handover for next shift ensuring proper knowledge is transferred to incoming team. Provide communications to external parties utilizing phones, email,……
Reviewing businesses debt to income and ability to afford payments. Reviewing credit and background reports. Reviewing application and bank statements.…
Draft and argue motions, pleadings, and discovery in state and federal courts. Develop case strategy, evaluate risk, and collaborate closely with partners,……
You can work on your own schedule, on your own computer, from the comfort of your own home. Proficient in financial analysis, financial modeling, data analysis,……
Draft and argue motions, pleadings, and discovery in state and federal courts. Develop case strategy, evaluate risk, and collaborate closely with partners,……
The SMB Sales Representative’s primary responsibility is to sell Fintech’s subscription-based platform to independent small business owners and operators.…
Reliable transportation and valid driver’s license. Track activity and sales using company tools. Engage homeowners and educate them on fiber internet benefits.…
Our solution helps retailers conform to state regulations for purchasing beverage alcohol and maximizes profitability for their beverage alcohol and non-alcohol……
CIPP/US, CIPP/E, or similar privacy certification. Our own experience as practicing attorneys and our client relationships enable us to effectively tailor our……
Define and enforce frontend engineering standards across the team, including component architecture, state management, accessibility, testing, and design system……
You can work on your own schedule, on your own computer, from the comfort of your own home. Proficient in financial analysis, financial modeling, data analysis,……
You'll spend your days on customer issue triage, sprint coordination with engineering, working sessions with marketing and design, direct customer conversations……
Lead, coach, and develop the sales team, setting clear performance expectations and building a culture of accountability and continuous improvement.…
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.…
*Regulatory Frameworks*: Advise on federal and state payment industry regulations, including EFTA, TILA, BSA, and state money transmission laws, ensuring……
Generates leads, cold-calls, and prospects potential clients. High school degree or equivalent required; Bachelor’s degree in Business, Business Administration,……
Research (play smarter not harder). Cold Calling for new business leads. Armed with a good understanding of the product from training, you will build a sales……
Minimum of seven (7) years of experience in investment management, corporate governance, financial analysis, or a related field — with direct exposure to early-……
Reliable transportation and valid driver’s license. Track activity and sales using company tools. Engage homeowners and educate them on fiber internet benefits.…
This includes things like acting as a technical advisor, leading complex onboarding and/or integrations, product configurations across multiple teams, and……
Paid Search Strategy & Execution— Full ownership of Google Ads and Bing Ads campaign strategy, structure, bidding, budget pacing, and performance optimization……
Schedule and conduct sales presentations, discovery calls, and product demonstrations. Prospect and identify new merchant opportunities through outbound calling……
*Proven success in B2B outside sales / field sales, preferably merchant services*. If you’re a proven closer who wants to control your income and build with……
Do you have reliable transportation and a valid driver’s license for daily local travel? *Proven success in B2B outside sales / field sales, preferably merchant……
Experience in answering debtor inquiries and negotiating payments. Finalizing legal documents and filing them with the Courts and Sheriff/Marshals Office, as……
Reviews new and pending credit card and debit card fraud and dispute submissions, reaches out to merchants in effort to obtain credit back to card holders,……
Draft and argue motions, pleadings, and discovery in Florida state and federal courts. Develop case strategy, evaluate risk, and collaborate closely with……
Use AI to find out how well the skills on your resume fit this job description.
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 .