Client Experience Technology Consultant

ORION•Omaha, NE

1d•$72,860 - $110,014•Hybrid

About The Position

As a Client Experience Technology Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also involves collaborating with the Summit onboarding and product teams to assist with supporting all Summit clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

Requirements

Has a GED or high school diploma as required
Has a minimum of three (3) years of experience in fintech system support role(s) as required
Can obtain an Orion Industry Certification as required
Has experience with MySql
Has a comfort level in Javascript/Json (and/or willingness and aptitude to learn to review configurations that have been established)
Has creative thinking to translate experience priorities into solutions
Has excellent problem-solving skills and the ability to troubleshoot and resolve technical issues quickly.
Has experience with CRM systems and ticketing software
Has a willingness to travel up to 25% annually as required
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

Nice To Haves

Has a Bachelor’s degree as preferred
Has prior mentoring or training experience as preferred
Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred

Responsibilities

Understand the desired experience for clients and guiding potential directions based on the Experience platform capabilities
Have awareness of the Orion Ecosystem with enough knowledge to guide clients across all product domains
Provide daily support for all Summit clients
Diagnose and resolve issues including user access, reporting, custom experience builds, and issues related to client portal access
Escalate complex problems or issues to product teams when needed.
Help to prepare training material to help advisor and admin users better navigate and build Summit.
Work with the onboarding team to help with project management.
Relay customer feedback, identify recurring problems, and suggest enhancements to improve customer satisfaction.