Orion · 1 day ago
Subject Matter Expert- Integrations
Orion is a company dedicated to supporting one another and achieving transformative outcomes for clients. As a Subject Matter Expert, you will maintain high standards of customer service, respond to client requests, provide training, and collaborate with various departments to resolve issues and enhance client offerings.
AccountingFinancial ServicesTrading Platform
Responsibilities
Respond to customer requests via phone, email, chat in 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 which have been set for the Orion Service teams
Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution
Counsel advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests
Provide assistance in growing business with client by highlighting additional features which would benefit 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
Required
Proficient writing and grammar skills and an ability to respond to customers through chat and email
Minimum of a high school diploma required
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
Preferred
Preferably a bachelor's degree in Business Administration or related field
Benefits
Health, dental, vision, and 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
And more
Company
Orion
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
H1B Sponsorship
Orion 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
2020 (1)
Funding
Current Stage
Late StageRecent News
GlobalFinTechSeries
2025-09-12
Company data provided by crunchbase