Commonwealth Financial Network · 3 months ago
CRM Support Specialist (Redtail)
US-MA-Waltham
Full-time
Hybrid
Mid Level
3+ years expCommonwealth Financial Network is a company that values work/life balance and employee growth. They are seeking a CRM Support Specialist to provide first-level support for CRM users, particularly focusing on the Redtail system, while ensuring excellent customer service and problem-solving capabilities.
ConsultingFinanceFinancial Services
Responsibilities
Providing white-glove, first-level support to our CRM users with a focus on Redtail, particularly Commonwealth advisors and their staff
Prioritizing and processing help requests to identify and resolve support issues
Accurately and effectively troubleshoot and solve technical problems in a fast-paced environment
Qualification
Required
Familiarity and knowledge of the Redtail CRM System
Strong customer service mindset and communication skills ensure the customer experience is paramount
Patience and capability to walk users through best practices
Experience with Microsoft Office365 functionality and troubleshooting
Knowledge of Active Directory, Azure/Entra, and on-prem domain environments
Experience in providing mobile device support (iOS, Android)
3+ years working in a technical support role
Preferred
CompTIA A+, Microsoft MD-100, or equivalent technical certification preferred
Experience in a tech services or similar help desk onsite role a plus
Benefits
Generous bonus and 401(k) programs
Tuition reimbursement
Flexible work schedules
Competitive bonus and 401(k) programs
Hybrid work schedule
Incredible health care benefits
Company
Commonwealth Financial Network
Commonwealth Financial Network is an independent broker and dealer supporting financial advisors.
501-1000 employees
H1B Sponsorship
Commonwealth Financial Network has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (8)
2023 (7)
2022 (7)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2025-03-28Acquired
Leadership Team
Jay Grandfield CRPC®
CEO Zenith Advisory Group
Michael L. Stone
CEO & Founder of Milestone Investment Management LLC
Recent News
2025-12-07
GlobalFinTechSeries
2025-12-03
Company data provided by crunchbase