Remote Customer Support Representative – Wealth Technology SaaS Solutions – $60k–$80k – Join brighthush

About brighthush

Welcome to brighthush, a trailblazing wealth‑technology firm that empowers financial advisors with cutting‑edge CRM software. Our mission is to streamline advisory workflows, enhance client engagement, and drive measurable growth for advisors worldwide. With a culture rooted in innovation, collaboration, and customer obsession, we’re expanding our support team to ensure every advisor receives world‑class assistance, no matter where they are.

Why brighthush?

At brighthush, you’ll join a forward‑thinking organization that values continuous learning, diversity of thought, and work‑life harmony. We’re proud of our remote‑first model, which allows you to work from anywhere in the United States while staying connected to a vibrant community of experts. Our commitment to employee well‑being is reflected in comprehensive benefits, generous paid time off, and a culture that celebrates both personal and professional milestones.

Position Overview

As a Remote Customer Support Representative at brighthush, you will be the first line of defense for our valued advisors. Your role will blend technical acumen with exceptional communication skills, ensuring that every client interaction is handled with precision, empathy, and efficiency. You will be instrumental in onboarding new users, configuring integrations, troubleshooting complex issues, and collaborating across teams to deliver seamless support.

Key Responsibilities

• First‑Point Contact: Serve as the primary liaison for advisors encountering any product or service challenges.
• Technical Advisory: Provide expert guidance on SaaS application usage, cloud integrations, and system configurations.
• Onboarding Leadership: Drive end‑to‑end onboarding for new clients, ensuring smooth adoption of our platform.
• Integration Management: Coordinate complex integrations with third‑party tools, APIs, and data pipelines.
• Configuration Support: Collaborate with product, engineering, and sales teams to tailor platform settings to client needs.
• Issue Resolution: Diagnose, troubleshoot, and resolve technical problems across multiple operating systems and browsers.
• Documentation & Knowledge Base: Create and maintain clear, concise support documentation and FAQs.
• Customer Advocacy: Champion the advisor’s voice within brighthush, feeding insights back to product and engineering teams.
• Performance Metrics: Track and report on support KPIs, such as response time, resolution rate, and customer satisfaction scores.

Essential Qualifications

• Minimum of 2 years’ experience in SaaS customer support or technical assistance.
• Strong understanding of cloud platforms (AWS, Azure, GCP) and common SaaS tools.
• Proficiency with operating systems (Windows, macOS, Linux) and major browsers (Chrome, Firefox, Safari).
• Excellent verbal and written communication skills, with experience handling phone, email, chat, and video support.
• Demonstrated ability to manage multiple priorities in a fast‑paced environment.
• Current authorization to work in the United States without sponsorship.
• High level of empathy and a customer‑first mindset.

Preferred Qualifications

• Experience in the financial services or wealth‑management industry.
• Knowledge of CRM platforms such as Salesforce, HubSpot, or similar.
• Familiarity with API integrations and data migration processes.
• Previous exposure to remote support tools (Zendesk, Intercom, Freshdesk).
• Certifications in ITIL, CompTIA A+, or related fields.

Core Skills & Competencies

• Technical Proficiency: Ability to navigate and troubleshoot SaaS applications, cloud services, and integration workflows.
• Problem‑Solving: Analytical mindset to diagnose root causes and devise effective solutions.
• Communication: Clear, concise, and empathetic communication across multiple channels.
• Collaboration: Cross‑functional teamwork with product, engineering, sales, and marketing.
• Adaptability: Thrive in a dynamic environment with evolving product features and customer needs.
• Time Management: Prioritize tasks and meet deadlines while maintaining high quality.

Career Growth & Learning Opportunities

At brighthush, we believe in nurturing talent and fostering career progression. As a Customer Support Representative, you will have access to:

• Structured mentorship programs with senior engineers and product managers.
• Regular training sessions on new platform features, industry trends, and advanced troubleshooting techniques.
• Opportunities to transition into Product Support Engineer, Technical Account Manager, or Customer Success Manager roles.
• Participation in cross‑departmental projects that influence product roadmap and customer experience.
• Annual performance reviews that align your goals with brighthush’s strategic objectives.

Work Environment & Culture

brighthush’s remote‑first culture means you can work from anywhere in the United States while staying connected through:

• Weekly virtual team huddles and monthly all‑hands meetings.
• Real‑time collaboration tools (Slack, Microsoft Teams, Zoom).
• Access to a digital knowledge base and community forums.
• Regular virtual social events, hackathons, and wellness challenges.

We value transparency, accountability, and a growth mindset. Our leadership team is approachable, and we encourage open dialogue at all levels.

Compensation & Benefits

We offer a competitive salary range of $60,000–$80,000 per year, commensurate with experience and performance. In addition to base pay, you will receive:

• Performance‑based bonuses tied to customer satisfaction and support metrics.
• Comprehensive health, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Unlimited paid time off (PTO) and paid sick leave for Colorado employees.
• Flexible work hours and a fully remote work setup.
• Professional development stipend for courses, certifications, and conferences.
• Employee wellness program, including mental health resources and gym membership discounts.

How to Apply

If you’re passionate about delivering exceptional customer experiences, thrive in a fast‑paced SaaS environment, and want to grow your career with a forward‑thinking wealth‑tech company, we’d love to hear from you. Submit your resume and a brief cover letter outlining why you’re the perfect fit for brighthush’s Customer Support team.

Join brighthush Today!

At brighthush, you’ll be part of a mission to transform the wealth‑management landscape. Your expertise will directly impact the success of advisors and their clients, while you enjoy the flexibility and support of a remote‑first organization. Don’t miss this opportunity to shape the future of financial technology—apply now and become a vital part of our growing community.