Senior Remote Customer Support Specialist – Wealth‑Tech CRM Solutions at brighthush, $60k–$80k, USA

About brighthush

brighthush is a trailblazing wealth‑technology firm that empowers financial advisors with cutting‑edge customer relationship management (CRM) software. Our mission is to simplify the complex world of wealth management by delivering intuitive, data‑driven tools that help advisors build stronger client relationships, streamline operations, and grow their businesses. With a global footprint and a culture that values innovation, collaboration, and continuous learning, brighthush is poised to redefine the future of financial advisory technology.

Why Join brighthush?

At brighthush, you’ll be part of a high‑velocity team that thrives on solving real‑world problems for a diverse client base. We offer a fully remote work model, allowing you to balance your professional ambitions with your personal life from anywhere in the United States. Our people‑first approach means you’ll receive:

• Competitive base salary ranging from $60,000 to $80,000, plus performance‑based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Generous paid time off (PTO) and a flexible vacation policy.
• 401(k) retirement plan with company match.
• Paid sick leave for Colorado employees.
• Ongoing professional development and certification sponsorship.
• Access to a vibrant community of experts across product, engineering, and support.

Role Overview

As a Senior Remote Customer Support Specialist, you will serve as the first line of defense for our clients, ensuring they receive timely, accurate, and empathetic assistance. You’ll act as a technical advisor, guide customers through onboarding, manage integrations, configure product settings, and troubleshoot complex issues. Your expertise will directly influence customer satisfaction, retention, and the overall success of our platform.

Key Responsibilities

• Act as the primary point of contact for all customer inquiries via phone, email, chat, and video.
• Diagnose and resolve technical problems related to the brighthush CRM platform, including data sync, API usage, and user permissions.
• Lead end‑to‑end onboarding for new clients, ensuring a smooth transition from legacy systems to brighthush.
• Coordinate with cross‑functional teams (Product, Engineering, Sales, and Implementation) to address complex integration requests.
• Document troubleshooting steps, solutions, and best practices in the internal knowledge base.
• Provide proactive support by monitoring system health dashboards and alerting stakeholders to potential issues.
• Conduct training sessions and webinars for clients on new features and platform updates.
• Collect and analyze customer feedback to identify trends and recommend product improvements.
• Maintain a high level of product knowledge, staying current with new releases and industry best practices.
• Adhere to SLA commitments, ensuring timely resolution of tickets and maintaining a high customer satisfaction score.

Essential Qualifications

• Minimum of 3 years of experience in SaaS customer support or technical support roles.
• Strong understanding of cloud technologies (AWS, Azure, GCP) and web browsers.
• Proficiency in troubleshooting operating systems, network connectivity, and API integrations.
• Excellent written and verbal communication skills in English.
• Demonstrated ability to manage multiple priorities in a fast‑paced environment.
• Experience using ticketing systems (e.g., Zendesk, Freshdesk) and CRM platforms.
• Current authorization to work in the United States without sponsorship.

Preferred Qualifications

• Background in financial services or wealth management technology.
• Experience with data migration, ETL processes, and SQL queries.
• Knowledge of regulatory compliance standards (e.g., GDPR, CCPA, FINRA).
• Certifications such as AWS Certified Solutions Architect or Microsoft Certified: Azure Fundamentals.
• Previous involvement in product roadmap or feature prioritization discussions.

Core Skills & Competencies

• Technical troubleshooting and problem‑solving.
• Customer‑centric mindset with a passion for delivering exceptional service.
• Strong analytical skills and attention to detail.
• Collaboration and teamwork across remote, cross‑functional teams.
• Adaptability and willingness to learn new technologies quickly.
• Time‑management and organizational skills.
• Empathy and active listening.

Career Growth & Learning Opportunities

At brighthush, we believe in nurturing talent and providing clear career pathways. As a Senior Customer Support Specialist, you will have the opportunity to:

• Advance to a Lead Support Engineer or Customer Success Manager role.
• Participate in product development cycles, influencing feature design and roadmap.
• Earn certifications and attend industry conferences at the company’s expense.
• Mentor junior support staff and contribute to the creation of training materials.
• Explore lateral moves into technical support engineering, implementation, or quality assurance.

Work Environment & Culture

brighthush fosters a culture of transparency, collaboration, and continuous improvement. Our remote-first model means you’ll work with a diverse, global team that values flexibility, autonomy, and work‑life balance. We host virtual coffee breaks, hackathons, and quarterly town‑hall meetings to keep the community connected and engaged.

Compensation & Benefits (General Overview)

While specific details may vary by role and location, our compensation package typically includes:

• Competitive base salary ($60k–$80k) commensurate with experience.
• Performance‑based annual bonus.
• Health, dental, and vision insurance plans.
• 401(k) plan with company match.
• Paid vacation and sick leave.
• Professional development stipend.
• Flexible work schedule and fully remote setup.

Ready to Make an Impact?

If you’re a proactive, tech‑savvy support professional who thrives on solving complex problems and delivering outstanding customer experiences, brighthush invites you to join our mission to transform wealth‑management technology. Bring your expertise, curiosity, and passion for service to a team that values innovation, collaboration, and growth.

Apply today and help us empower financial advisors worldwide with the tools they need to succeed.