Senior Support Specialist

📋 Description

• Serve as the primary point of contact for enterprise-level clients, managing their needs through
• Act as a technical advisor, helping enterprise clients optimize their use of Wealthbox’s advanced
• Guide clients through integrations set up and tech stack configuration.
• Collaborate with enterprise customers to troubleshoot and resolve escalated technical issues and
• Track, manage, and prioritize feature requests and bug reports, working directly with product and
• Maintain documentation for enterprise-level solutions, including playbooks for technical issue

🎯 Requirements

• 4+ years of experience in enterprise customer support or customer success, preferably in SaaS
• Strong background in supporting CRM or large-scale enterprise software used by complex
• Deep understanding of enterprise-level IT infrastructure, cloud services, APIs, data migration, and
• Expertise in CRM platforms, SaaS architecture, integrations, ticketing systems, and workflow
• Proven ability to communicate with technical teams (developers, IT teams) as well as non-technical
• Strong time management and project management skills.

🎁 Benefits

• Competitive compensation
• Comprehensive health plan coverage
• 401k plan
• Paid time off
• Remote work