Senior Support Specialist
Job Summary
To deliver expert-level support to enterprise customers, the remote Senior Support Specialist will manage client relationships, optimize the Wealthbox CRM platform, and troubleshoot technical issues, while collaborating with various teams during business hours.
Key responsibilities
- Serve as the primary point of contact for enterprise-level clients through various communication channels
- Act as a technical advisor to help clients optimize Wealthbox's advanced features and integrations
- Collaborate with internal teams to address escalated technical issues and track feature requests
Required qualifications
- 4+ years of experience in enterprise customer support or customer success, preferably in SaaS
- Strong background in supporting CRM or large-scale enterprise software
- Deep understanding of enterprise-level IT infrastructure, cloud services, and security best practices
- Expertise in CRM platforms, SaaS architecture, and workflow automation
- Proven ability to communicate effectively with both technical and non-technical stakeholders
Complete Job Description
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