Remote Customer Support Representative – $60,000–$80,000 – Wealth Technology Solutions

About brighthush

brighthush is a leading provider of cloud‑based customer relationship management (CRM) solutions tailored for financial advisors and wealth‑management professionals. With a mission to empower advisors to deliver personalized, data‑driven client experiences, brighthush combines cutting‑edge technology with industry expertise to streamline workflows, enhance compliance, and drive growth for advisory firms worldwide.

Founded in the early 2010s, brighthush has rapidly expanded its footprint across the United States, serving thousands of advisors in firms ranging from boutique practices to large multinational institutions. Our platform integrates seamlessly with popular financial planning tools, portfolio management systems, and regulatory reporting services, enabling advisors to focus on what matters most: building lasting client relationships.

At brighthush, we believe that great technology is only as good as the people who build, support, and use it. That’s why we invest heavily in our people, fostering a culture of continuous learning, collaboration, and innovation. Whether you’re a seasoned professional or just starting your career in tech support, brighthush offers a dynamic environment where your contributions directly impact the success of our clients and the growth of the company.

Why Join brighthush?

• Fully Remote Work: Operate from anywhere in the United States with a flexible schedule that respects your work‑life balance.
• Competitive Compensation: Base salary range of $60,000–$80,000, commensurate with experience, plus performance‑based bonuses.
• Comprehensive Benefits: Health, dental, and vision insurance; 401(k) with company match; generous paid time off; and more.
• Career Growth: Clear advancement paths, mentorship programs, and access to industry conferences and certifications.
• Impactful Work: Your support will directly influence the productivity and satisfaction of financial advisors who rely on our platform to serve their clients.

Key Responsibilities

As a Remote Customer Support Representative at brighthush, you will be the first line of defense for our clients, ensuring they receive timely, accurate, and empathetic assistance. Your day‑to‑day duties will include:

• Responding to support tickets across multiple channels (email, chat, phone, and video) and prioritizing them based on urgency and impact.
• Diagnosing and resolving technical issues related to the brighthush CRM, integrations, and user configuration.
• Guiding new users through onboarding, including account setup, data migration, and best‑practice training.
• Collaborating with the product, engineering, and quality assurance teams to report bugs, suggest enhancements, and track resolution status.
• Maintaining and expanding the internal knowledge base, FAQs, and troubleshooting guides to empower both clients and the support team.
• Monitoring system health dashboards and proactively notifying stakeholders of any outages or performance degradations.
• Participating in regular knowledge‑sharing sessions and continuous improvement initiatives to elevate support quality.

Essential Qualifications

• Minimum of 2 years of experience in a SaaS customer support or technical support role.
• Strong understanding of cloud services (AWS, Azure, or Google Cloud) and how they interact with web applications.
• Proficiency with common operating systems (Windows, macOS, Linux) and browsers (Chrome, Firefox, Safari, Edge).
• Excellent written and verbal communication skills, with the ability to explain complex technical concepts in simple terms.
• Experience using ticketing systems (e.g., Zendesk, Freshdesk, ServiceNow) and CRM platforms.
• Current authorization to work in the United States without the need for sponsorship.
• Demonstrated ability to work independently in a remote environment, managing time effectively and maintaining high productivity.

Preferred Qualifications

• Experience in the financial services or wealth‑management industry.
• Knowledge of regulatory compliance frameworks (e.g., SEC, FINRA, GDPR) as they relate to client data.
• Familiarity with integration tools such as Zapier, MuleSoft, or custom API development.
• Previous exposure to performance monitoring tools (e.g., New Relic, Datadog) and incident management processes.
• Certifications in ITIL, CompTIA A+, or related fields.

Skills & Competencies

• Technical Aptitude: Quick learner who can troubleshoot software, network, and database issues.
• Customer‑Centric Mindset: Passion for delivering exceptional service and turning challenges into opportunities.
• Problem‑Solving: Analytical thinker who can diagnose root causes and propose effective solutions.
• Collaboration: Ability to work cross‑functionally with product, engineering, and sales teams.
• Adaptability: Comfortable with evolving product features and changing support priorities.
• Time Management: Skilled at juggling multiple tickets while meeting SLA targets.

Career Growth & Learning Opportunities

At brighthush, we believe that your professional development should be as dynamic as the technology we build. As a Customer Support Representative, you will have access to:

• Structured mentorship programs pairing you with senior engineers and product managers.
• Paid training for industry certifications (e.g., AWS Certified Solutions Architect, Certified Financial Planner).
• Annual attendance at leading conferences such as FinTech Connect, SaaStr Annual, and AWS re:Invent.
• Internal knowledge‑sharing workshops where you can present on new features, support trends, or process improvements.
• Clear promotion pathways to roles such as Senior Support Engineer, Support Manager, or Product Specialist.

Work Environment & Culture

brighthush thrives on a culture of transparency, collaboration, and continuous improvement. Even though we are a fully remote team, we maintain strong connections through:

• Weekly virtual stand‑ups and monthly all‑hands meetings.
• Dedicated Slack channels for casual chat, tech discussions, and community building.
• Quarterly virtual team‑building events, ranging from game nights to wellness workshops.
• Open‑door policy where every team member’s voice is heard and valued.

Compensation & Benefits

• Base Salary: $60,000–$80,000 per year, based on experience and skill set.
• Performance Bonus: Quarterly bonuses tied to individual and company performance metrics.
• Health & Wellness: Comprehensive medical, dental, and vision plans with competitive premiums.
• Retirement: 401(k) plan with up to 4% company match.
• Paid Time Off: Unlimited vacation policy, sick leave, and paid holidays.
• Flexible work hours to accommodate different time zones and personal commitments.
• Home office stipend to ensure you have the right tools for success.

How to Apply

If you are passionate about delivering world‑class support, thrive in a fast‑paced SaaS environment, and want to make a tangible impact on the financial advisory community, we would love to hear from you. Please submit your resume and a brief cover letter outlining why you’re the perfect fit for brighthush.

Apply now and join a team that values innovation, customer success, and personal growth.