All roles

Subject Matter Expert- Integrations

Remote · USA Full-time New today

Orion is a company that values accountability and innovation, and they are seeking a Subject Matter Expert to maintain high standards of customer service for their clients. The role involves responding to customer requests, providing training, and collaborating with various departments to resolve client issues.

Responsibilities

  • Respond to customer requests via phone, email, chat in timely and professional manner
  • Provide training and best practice procedures to external clients on the Orion system
  • Lead face to face discussions and training during customer office visits and/or conferences
  • Provide assistance in testing functionality during scheduled build weeks
  • Maintain and uphold the standards which have been set for the Orion Service teams
  • Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution
  • Counsel advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests
  • Provide assistance in growing business with client by highlighting additional features which would benefit client’s overall package offering
  • Collaborate with other operations departments to research and resolve client issues and inquiries, following-through until resolution
  • Maintain an in-depth knowledge of the assigned Orion system team

Skills

  • Proficient writing and grammar skills and an ability to respond to customers through chat and email
  • Minimum of a high school diploma required
  • Preferably a bachelor's degree in Business Administration or related field
  • Prior experience in a customer service or technology related role
  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Benefits

  • Health, dental, vision, and disability coverage on day one
  • 401(k) plan with employer match
  • Paid parental leave
  • Pet benefits including pawternity leave and pet insurance
  • Student loan repayment

Company Overview

  • Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. It was founded in 1999, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is https://orionadvisortech.com/.
  • Company H1B Sponsorship

  • Orion has a track record of offering H1B sponsorships, with 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.
  • Apply To This Job

    Related roles

    Financial Reporting Associate

    Remote · USA Full-time

    Sales Development Program - Miami, FL,

    Remote · USA Full-time

    2026 State and Local Tax (SALT) Entry Level Staff

    Remote · USA Full-time

    Financial Services Consultant - Non Registered - Frisco, TX National Contact Center

    Remote · USA Full-time

    Rope Access - Bridge Inspector

    Remote · USA Full-time

    Inside Sales Representative, Net New Business

    Remote · USA Full-time

    [Remote] Auto Adjuster Trainee

    Remote · USA Full-time

    Dealer Account Manager

    Remote · USA Full-time

    IT Audit Experienced Associate, IS Assurance

    Remote · USA Full-time

    [Remote] REMOTE - Encounters System Analyst II- Vendor - R11350

    Remote · USA Full-time

    Apply Now: RD | (Remote) Principal Support Engineer, Production

    Remote · USA Full-time

    Bilingual Call Center Quality Assurance Specialist

    Remote · USA Full-time

    Named Enterprise Account Executive - Retail/CPG

    Remote · USA Full-time

    Principal Consultant, Proactive Services, Unit 42

    Remote · USA Full-time

    Experienced Bilingual Customer Support Specialist – Web & Phone Support in Pasadena, CA

    Remote · USA Full-time

    Behavioral Health 24/7 Clinical Navigation and Support Care Manager

    Remote · USA Full-time

    Registered Nurse (Outpatient Home Based Primary Care)

    Remote · USA Full-time

    Product Owner ERP (m/f/d) - Odoo with a Focus on Finance (Belgium)

    Remote · USA Full-time

    Experienced Customer Service Representative – Remote Work Opportunity at arenaflex

    Remote · USA Full-time

    Experienced Online Chat Moderator – Virtual Customer Support & Community Engagement

    Remote · USA Full-time