Seasoned Remote Customer Support Specialist – Wealth Technology CRM Solutions, $60k–$80k Salary, 100% Remote

About brighthush

brighthush is a trailblazing wealth‑technology firm that empowers financial advisors with cutting‑edge customer relationship management (CRM) software. Our mission is simple yet profound: to give advisors the tools they need to build deeper client relationships, streamline operations, and grow their businesses. With a global footprint and a passion for innovation, brighthush is redefining how wealth professionals connect with their clients.

Founded on a foundation of integrity, transparency, and relentless curiosity, brighthush has quickly become a trusted partner for advisors across the United States. We pride ourselves on a culture that values collaboration, continuous learning, and a genuine commitment to our customers’ success. Whether you’re a seasoned professional or an ambitious newcomer, brighthush offers an environment where you can thrive, grow, and make a tangible impact.

Role Overview

We are seeking an experienced Remote Customer Support Specialist to join our dynamic support team. As the first line of contact for our valued customers, you will play a pivotal role in ensuring that every advisor receives timely, accurate, and empathetic assistance. Your expertise will help shape the customer experience, drive adoption of our platform, and ultimately contribute to the success of our clients and the growth of brighthush.

Why This Role Matters

• Directly influence customer satisfaction and retention.
• Collaborate with product, engineering, and sales teams to resolve complex issues.
• Help shape the future of our support processes and knowledge base.
• Work in a fully remote, flexible environment that values work‑life balance.

Key Responsibilities

As a Remote Customer Support Specialist, you will be responsible for the following:

• Ticket Management: Receive, triage, and prioritize support tickets based on urgency and impact.
• Issue Resolution: Resolve technical and functional issues via phone, email, chat, video, and screen‑sharing sessions.
• Onboarding & Training: Guide new customers through initial setup, integrations, and product configuration.
• Documentation: Maintain and update the FAQ database, knowledge base articles, and internal documentation to reflect evolving product features.
• Customer Advocacy: Act as a customer advocate by escalating complex issues to the appropriate teams and ensuring timely follow‑up.
• Process Improvement: Identify recurring pain points and collaborate with cross‑functional teams to implement process enhancements.
• Metrics & Reporting: Track key performance indicators (KPIs) such as response time, resolution time, and customer satisfaction scores.

Essential Qualifications

To excel in this role, you should possess the following:

• Minimum of 2 years of experience in SaaS customer support or technical support roles.
• Strong understanding of cloud-based applications, operating systems, and web browsers.
• Excellent verbal and written communication skills in English.
• Proficiency with ticketing systems (e.g., Zendesk, Freshdesk) and remote collaboration tools.
• Ability to troubleshoot and resolve technical issues efficiently and accurately.
• Current authorization to work in the United States without the need for sponsorship.
• High level of professionalism, empathy, and a customer‑centric mindset.

Preferred Qualifications

While not mandatory, the following qualifications will give you a competitive edge:

• Experience supporting financial technology or CRM platforms.
• Knowledge of financial services regulations and compliance standards.
• Experience with integration tools such as Zapier, Workato, or custom APIs.
• Previous exposure to remote-first work environments and distributed teams.
• Certifications in IT support (e.g., CompTIA A+, Network+, or similar).

Skills & Competencies

Success in this role requires a blend of technical acumen, soft skills, and a proactive mindset:

• Technical Proficiency: Comfortable navigating multiple operating systems, browsers, and SaaS platforms.
• Problem‑Solving: Ability to diagnose root causes and propose effective solutions quickly.
• Communication: Clear, concise, and empathetic communication across multiple channels.
• Time Management: Efficiently juggle multiple tickets while maintaining high quality.
• Collaboration: Work seamlessly with product, engineering, and sales teams.
• Adaptability: Thrive in a fast‑paced, evolving product environment.
• Customer‑First Attitude: Passion for delivering exceptional customer experiences.

Career Growth & Learning Opportunities

At brighthush, we believe in investing in our people. As a Remote Customer Support Specialist, you will have access to:

• Structured onboarding and continuous training programs covering product updates, industry trends, and customer success best practices.
• Mentorship from senior support engineers and product managers.
• Opportunities to transition into specialized roles such as Product Support Engineer, Customer Success Manager, or Technical Account Manager.
• Annual learning stipend for certifications, conferences, or courses relevant to your career path.
• Clear career ladder with defined milestones and performance metrics.

Work Environment & Company Culture

brighthush is a fully remote, distributed organization that values flexibility, autonomy, and collaboration. Our culture is built on the following pillars:

• Remote‑First: Work from anywhere in the United States with a home‑office stipend and flexible scheduling.
• Inclusive & Diverse: A welcoming environment where diverse perspectives are celebrated.
• Transparent Communication: Regular all‑hands meetings, open‑door leadership, and transparent decision‑making.
• Community & Collaboration: Virtual coffee breaks, team‑building activities, and cross‑functional projects.
• Well‑Being Focus: Mental health resources, wellness programs, and a supportive work environment.

Compensation & Benefits

We offer a competitive total rewards package designed to attract, retain, and motivate top talent:

• Base Salary: $60,000 – $80,000 per year, commensurate with experience.
• Performance Bonus: Annual bonus potential based on individual and company performance.
• 401(k) Plan: Company match to help you build long‑term wealth.
• Health & Wellness: Comprehensive medical, dental, and vision coverage.
• Paid Time Off: Generous vacation, sick leave, and personal days.
• Remote Work Stipend: Home‑office equipment allowance.
• Colorado Employees: Paid sick leave in accordance with state regulations.
• Additional perks such as flexible work hours, professional development budget, and employee recognition programs.

How to Apply

If you are passionate about delivering exceptional customer experiences, thrive in a fast‑paced, remote environment, and meet the qualifications above, we would love to hear from you. Please submit your resume and a brief cover letter outlining why you’re the perfect fit for this role.

Ready to join a forward‑thinking team that values innovation, collaboration, and customer success? Click the link below to apply now.