Remote Customer Support Representative – $60,000–$80,000 – Wealth Technology & SaaS Solutions – Join brighthush

Introduction

Welcome to brighthush, a trailblazer in the wealth‑technology arena, where we empower financial advisors with cutting‑edge CRM solutions that blend cloud innovation, intuitive design, and robust data security. At brighthush, we believe that exceptional customer support is the cornerstone of lasting client relationships and product excellence. That’s why we’re inviting a dedicated, tech‑savvy, and client‑centric Remote Customer Support Representative to join our dynamic team.

About brighthush

Founded in 1999, brighthush has evolved from a modest recruiting firm into a global leader in wealth‑technology services. With a workforce of 201–500 employees and a presence in key U.S. markets, we specialize in delivering SaaS platforms that streamline advisor workflows, enhance client engagement, and drive portfolio performance. Our culture is built on transparency, continuous learning, and a relentless focus on customer success.

Role Overview

As a Remote Customer Support Representative, you will be the first line of defense for our valued clients. You will handle inquiries, troubleshoot technical issues, guide users through onboarding and integration, and maintain a knowledge base that empowers both our customers and internal teams. Your role is pivotal in ensuring that every advisor can leverage brighthush’s platform to its fullest potential.

Key Responsibilities

• Ticket Management: Receive, triage, and resolve support tickets via email, chat, and phone, prioritizing based on urgency and impact.
• Technical Troubleshooting: Diagnose and resolve issues related to SaaS application performance, cloud integrations, browser compatibility, and operating system nuances.
• Client Onboarding & Training: Conduct virtual onboarding sessions, create step‑by‑step guides, and provide hands‑on training to new users.
• Documentation & Knowledge Base: Author and update FAQs, troubleshooting articles, and product documentation to reduce repeat inquiries.
• Cross‑Functional Collaboration: Work closely with Product, Engineering, and Sales teams to relay customer feedback and advocate for product enhancements.
• Performance Metrics: Meet or exceed SLA targets, customer satisfaction scores, and first‑contact resolution rates.
• Continuous Improvement: Participate in post‑incident reviews, contribute to root‑cause analysis, and suggest process improvements.

Essential Qualifications

• Minimum of 2 years of experience in customer support for SaaS or cloud‑based products.
• Strong understanding of cloud platforms (AWS, Azure, GCP) and common web technologies (HTML, CSS, JavaScript).
• Proficiency in troubleshooting across multiple browsers (Chrome, Firefox, Safari, Edge) and operating systems (Windows, macOS, Linux).
• Excellent verbal and written communication skills in English.
• Demonstrated ability to handle high‑volume support environments with composure and empathy.
• Current authorization to work in the United States without sponsorship.
• Experience with ticketing systems (Zendesk, Freshdesk, ServiceNow) and knowledge‑base platforms.

Preferred Qualifications

• Experience in the financial services or wealth‑management industry.
• Familiarity with CRM platforms and advisor‑specific workflows.
• Knowledge of data privacy regulations (GDPR, CCPA, FINRA) and secure data handling practices.
• Technical certifications (e.g., AWS Certified Cloud Practitioner, CompTIA A+).
• Multilingual capabilities or experience supporting international clients.

Skills & Competencies

• Problem‑Solving: Ability to dissect complex issues and devise clear, actionable solutions.
• Customer‑Centric Mindset: Passion for delivering exceptional service and turning challenges into opportunities.
• Adaptability: Comfortable navigating evolving product features, tools, and processes.
• Time Management: Efficiently juggle multiple tickets while maintaining high quality.
• Team Collaboration: Strong interpersonal skills to work effectively with cross‑functional teams.
• Technical Literacy: Quick learner of new software, APIs, and integration points.

Career Growth & Learning Opportunities

At brighthush, we invest in your professional development. You’ll have access to:

• Structured onboarding programs that cover product knowledge, industry trends, and soft‑skill training.
• Mentorship from senior support engineers and product managers.
• Annual learning stipend for certifications, conferences, and online courses.
• Clear career pathways from Support Specialist to Technical Account Manager, Product Support Lead, or Customer Success Manager.
• Regular performance reviews with actionable feedback and growth plans.

Work Environment & Company Culture

brighthush is a fully remote organization, meaning you can work from anywhere in the United States. We foster a culture of trust, autonomy, and collaboration. Our remote teams rely on:

• Daily stand‑ups and weekly all‑hands meetings to keep everyone aligned.
• Asynchronous communication tools (Slack, Teams, email) that respect work‑life boundaries.
• Monthly virtual social events, hackathons, and wellness challenges.
• Inclusive hiring practices that celebrate diversity and encourage fresh perspectives.

Compensation & Benefits

We offer a competitive salary range of $60,000–$80,000, commensurate with experience and performance. In addition, you’ll enjoy:

• Unlimited paid time off (PTO) to recharge and maintain work‑life balance.
• Comprehensive health, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Annual performance bonus potential.
• Flexible work hours and a fully remote setup.
• Wellness stipend and mental health resources.

How to Apply

If you’re passionate about technology, customer success, and the financial services sector, we’d love to hear from you. Submit your resume and a brief cover letter outlining why you’re the ideal fit for brighthush’s Remote Customer Support Representative role. Please include any relevant certifications or prior experience with SaaS support.

Join brighthush Today

Become part of a forward‑thinking team that is redefining how financial advisors connect with their clients. Your expertise will directly impact the satisfaction and success of our users, while you grow your career in a supportive, innovative, and fully remote environment. Apply now and help us illuminate the future of wealth technology.