Be an early applicantLess than 25 applicants

Overview

Company

Original Job Post

Orion · 3 days ago

Subject Matter Expert, Data Recon

Greater Sacramento

Full-time

Hybrid

Entry, Mid Level

$20.68/hr - $27.72/hr

Wonder how qualified you are to the job?

Maximize your interview chances

AccountingFinancial Services

Insider Connection @Orion

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Respond to customer requests via phone, email, chat in a timely and professional manner

Provide training and best practice procedures to external clients on the Orion system

Lead face-to-face discussions and training during customer office visits and/or conferences

Provide assistance in testing functionality during scheduled build weeks

Maintain and uphold the standards set for the Orion Service teams

Analyze client requests, explore possible solutions, or forward requests to the appropriate department, following-through until resolution

Counsel advisors on best practices, policies, procedures, and provide advice on handling situations or requests

Assist in growing business with clients by highlighting additional features beneficial to the client’s overall package offering

Collaborate with other operations departments to research and resolve client issues and inquiries, following-through until resolution

Maintain an in-depth knowledge of the assigned Orion system team

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

GrammarStakeholder ManagementProblem-SolvingInterpersonal Communication

Required

Proficient writing and grammar skills and an ability to respond to customers through chat and email

Minimum of a high school diploma required and preferably a bachelor’s degree in Business Administration or related field

Obtain Orion Industry Certification

Prior experience in a customer service or technology related role

Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Benefits

Health

Dental

Vision

Disability coverage on day one

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity leave and pet insurance

Student loan repayment

Company

Orion

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Founded in 1999