Enterprise Customer Support Representative

Location: Remote, USA (EST hours preferred)

At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.

Wealthbox is seeking an Enterprise Customer Support Representative to deliver tailored, expert-level support to our enterprise customers. This role requires deep technical knowledge and the ability to collaborate with teams across large organizations to ensure successful product implementation and ongoing operational excellence. The ideal candidate will be adept at managing relationships with key decision-makers and ensuring that the Wealthbox CRM platform is optimized for each client’s unique business processes.

Responsibilities

• Serve as the primary point of contact for enterprise-level clients, managing their needs through email, phone, and video conferencing.
• Act as a technical advisor, helping enterprise clients optimize their use of Wealthbox’s advanced features such as workflow automation, custom reporting, and role-based permissions.
• Collaborate with enterprise customers to troubleshoot and resolve escalated technical issues and offer solutions for integration with other enterprise software platforms.
• Track, manage, and prioritize feature requests and bug reports, working directly with product and engineering teams to address enterprise-specific requirements.
• Maintain documentation for enterprise-level solutions, including playbooks for technical issue resolution and FAQs tailored to complex workflows.
• Partner with the customer success, sales, and relationship management teams to drive renewals, upsell opportunities, and long-term customer loyalty.
• Stay current on Wealthbox product updates, industry trends, and regulatory changes affecting financial institutions, sharing insights with customers.

Desired Skills & Experience

• 4+ years of experience in enterprise customer support or customer success, preferably in SaaS (FinTech industry experience is a bonus).
• Strong background in supporting CRM or large-scale enterprise software used by complex organizations with multiple teams and departments.
• Deep understanding of enterprise-level IT infrastructure, cloud services, APIs, data migration, and security best practices (e.g., SSO, data encryption, SOC 2 compliance).
• Expertise in CRM platforms, SaaS architecture, integrations, ticketing systems, and workflow automation.
• Proven ability to communicate with technical teams (developers, IT teams) as well as non-technical stakeholders (C-level executives, department heads).
• Strong time management and project management skills.
• Exceptional problem-solving skills and the ability to manage high-priority escalations under pressure.
• Proficiency in advanced support tools and analytics for customer behavior tracking and performance improvement.

Work Schedule

• Weekdays during business hours, with flexibility to accommodate enterprise client needs.
• No travel required

Benefits

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

Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.

Apply Now

← Back to Jobs