Remote Customer Support Specialist – Wealth-Tech CRM Solutions, $60k-$80k Salary, Brighthush

About Brighthush

Brighthush is a trailblazing wealth‑tech firm that empowers financial advisors with cutting‑edge CRM software. Our platform blends intuitive design, robust analytics, and seamless integrations to help advisors deliver personalized client experiences at scale. With a global footprint and a commitment to innovation, Brighthush is redefining how wealth professionals manage relationships, streamline workflows, and grow their businesses.

As a fully remote organization, Brighthush offers the flexibility to work from anywhere in the United States while fostering a collaborative, high‑performance culture. Our team is built on a foundation of curiosity, integrity, and a relentless focus on customer success. If you thrive in a fast‑moving environment, love solving complex problems, and want to make a tangible impact on the financial services industry, Brighthush is the place for you.

Position Overview

We are seeking an energetic, customer‑centric Remote Customer Support Specialist to become the first line of defense for our valued clients. In this role, you will be the trusted advisor who guides users through onboarding, integration, configuration, and technical troubleshooting. Your expertise will ensure that advisors can fully leverage Brighthush’s platform to deliver exceptional service to their clients.

Key highlights:

• Competitive base salary of $60,000–$80,000, commensurate with experience
• Fully remote, flexible work schedule
• Comprehensive benefits package, including medical, dental, vision, 401(k), and performance bonuses
• Opportunity to grow into senior support, product, or engineering roles
• Access to continuous learning resources and professional development programs

Key Responsibilities

• First‑Line Support: Serve as the primary point of contact for all customer inquiries via phone, email, chat, and video. Provide timely, accurate, and empathetic responses to ensure a positive customer experience.
• Technical Advisory: Act as a technical consultant for complex onboarding and integration projects. Guide clients through the setup of new accounts, data migration, API connections, and custom workflows.
• Product Configuration: Collaborate with cross‑functional teams—including Product, Engineering, and Sales—to configure platform settings that meet each advisor’s unique business needs.
• Issue Resolution: Diagnose and troubleshoot technical issues, escalating to specialized teams when necessary. Document root causes and resolution steps in the knowledge base to improve future support efficiency.
• Process Improvement: Identify recurring support patterns and recommend enhancements to product features, documentation, and training materials.
• Customer Advocacy: Champion the voice of the customer within Brighthush, ensuring that user feedback informs product roadmap decisions.
• Metrics & Reporting: Track and report on key support metrics (e.g., response time, resolution rate, customer satisfaction scores) to drive continuous improvement.

Essential Qualifications

• Minimum of 2 years of experience in SaaS customer support or technical support roles.
• Strong understanding of cloud services (AWS, Azure, GCP), operating systems (Windows, macOS, Linux), and web browsers.
• Proficiency in troubleshooting software applications, APIs, and integration workflows.
• Excellent written and verbal communication skills in English.
• Experience using support ticketing systems (e.g., Zendesk, Freshdesk) and knowledge base platforms.
• Ability to work independently in a remote environment, managing time and priorities effectively.
• Current authorization to work in the United States without sponsorship.

Preferred Qualifications

• Experience in the financial services or wealth‑management industry.
• Familiarity with CRM platforms such as Salesforce, HubSpot, or similar.
• Knowledge of data privacy regulations (GDPR, CCPA, FINRA) and secure data handling practices.
• Technical certifications (e.g., AWS Certified Solutions Architect, Microsoft Certified: Azure Fundamentals).
• Previous involvement in product or engineering teams, contributing to feature development or bug fixes.
• Multilingual capabilities to support a diverse client base.

Core Skills & Competencies

• Customer‑First Mindset: Passion for delivering exceptional service and building lasting relationships.
• Problem‑Solving: Analytical thinking and a methodical approach to diagnosing and resolving issues.
• Communication: Clear, concise, and empathetic communication across multiple channels.
• Technical Aptitude: Quick learner who can adapt to new technologies and tools.
• Collaboration: Ability to work effectively with cross‑functional teams and stakeholders.
• Time Management: Prioritize tasks, meet deadlines, and manage multiple support tickets simultaneously.
• Continuous Improvement: Proactive in identifying process gaps and suggesting actionable improvements.

Career Growth & Learning Opportunities

At Brighthush, we believe that investing in our people is the key to sustained success. As a Customer Support Specialist, you will have access to:

• Structured mentorship programs with senior leaders in Product, Engineering, and Customer Success.
• Regular training sessions on new platform features, industry trends, and soft‑skill development.
• Clear career pathways to senior support roles, Technical Account Management, Product Management, or Engineering.
• Annual performance reviews that align your goals with the company’s strategic objectives.
• Opportunities to contribute to product roadmap discussions and influence the direction of our platform.

Work Environment & Culture

Brighthush’s culture is built on transparency, collaboration, and a shared commitment to excellence. Key aspects include:

• Remote‑First Flexibility: Work from anywhere in the U.S. with a flexible schedule that supports work‑life balance.
• Inclusive Community: Diverse teams that celebrate different perspectives and foster an environment of belonging.
• Innovation‑Driven: A culture that encourages experimentation, continuous learning, and rapid iteration.
• Recognition & Rewards: Regular shout‑outs, spot bonuses, and a culture of celebrating wins.
• Well‑Being Focus: Access to mental health resources, wellness programs, and generous paid time off.

Compensation & Benefits

Brighthush offers a competitive total rewards package designed to attract and retain top talent:

• Base Salary: $60,000–$80,000, depending on experience and qualifications.
• Performance Bonuses: Quarterly bonuses tied to individual and team metrics.
• 401(k) Matching: Company match up to 4% of your salary.
• Health & Wellness: Comprehensive medical, dental, and vision plans with low employee premiums.
• Paid Time Off: Generous vacation, sick leave, and personal days.
• Professional Development: Reimbursement for certifications, conferences, and courses.
• Remote Work Stipend: Monthly allowance for home office equipment and internet.
• Employee Assistance Program: Confidential counseling and support services.

How to Apply

If you are ready to join a forward‑thinking team that values customer success and innovation, we would love to hear from you. Submit your resume and a brief cover letter outlining why you’re the perfect fit for this role. Let’s build the future of wealth‑tech together.

Apply now and become an integral part of Brighthush’s mission to empower financial advisors worldwide.