Financial Software Solutions, LLC · 2 days ago
Customer Support Specialist Level 1
United States
Full-time
Remote
Entry Level
1+ years expFinancial Software Solutions, LLC (FSS) is a fast-growing SaaS fintech company delivering innovative financial software to legal and trustee professionals. We are seeking a Customer Support Specialist – Level 1 who is passionate about delivering exceptional customer experiences through phone and digital support channels.
Computer Software
Responsibilities
Serve as the first point of contact for customers via phone (50%+ of the day), email, and chat
Assist customers with platform questions, basic troubleshooting, and usage guidance
Accurately document customer issues and requests in our internal issue-tracking system
Set clear expectations around resolution timelines and provide proactive follow-up
Deliver remote customer training sessions and webinars as needed
Escalate complex issues appropriately and collaborate with internal teams
Build strong customer relationships that support a zero-attrition mindset
Qualification
Required
1–2 years of experience in SaaS customer support, help desk, or customer success
Excellent phone presence, verbal communication, and active listening skills
Strong problem-solving, critical thinking, and documentation abilities
Comfortable using Microsoft Office and remote tools (Zoom, Teams, etc.)
Associate degree or equivalent experience required
Professional, dependable, and customer-focused mindset
Preferred
Bachelor's degree
Experience with database scripting
Benefits
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Company
Financial Software Solutions, LLC
For more than 20 years, Houston, Texas-based Financial Software Solutions has been innovating and delivering enterprise-level software platforms such as TrusteSolutions, CORE and BlueStylus.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase