RTI Redtail Technology, Inc

Compensation

Full Description

About this Opportunity: As a Customer Service Representative, you will provide basic technical support and assistance to customers via e-mail, phone, or chat. Additionally, address and respond to customer inquiries on products and services, including installation, operational functions, troubleshooting, and maintenance. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT; Berwyn, PA; Omaha, NE. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.   In this role, you’ll get to: Answer incoming customer telephone calls in a courteous and professional manner Respond to and investigate customer inquiries, concerns and issues in a timely and courteous manner Provide customers with preventive maintenance and configuration recommendations Record and route customer requested changes in an appropriate manner Escalate more complex inquiries to a higher-level support team Answer customer inquiries and provide accurate technical and/or product-related information Research, troubleshoot and resolve customer complaints, technical problems and/or billing issues Follow up with customers consistently when necessary Obtain customer feedback openly and without judgement Effectively communicate customer issues, feedback and concerns to all applicable internal staff members Document support interactions, including details of inquiries, complaints, comments, and actions taken in customer database and/or Salesforce Organize and maintain case assignments and correspondence Maintain working knowledge of products and/or services Stay up-to-date on industry terminology Stay current on internal company communications Prepare correspondence for company ticketing system as needed Able to use one’s time effectively and productively The ability to find quick and clever ways to overcome difficulties Ability to prioritize and manage multiple tasks Maintains prompt attendance and timeliness Respond to all employee inquiries via all company media Work under close supervision of the Client Service Manager(s) In office work dependent upon the company’s needs Occasional on-call weekend coverage may be required Mandatory overtime may be required on a monthly basis. Hours will be determined based on current case backlog Performs other duties as assigned by supervisor We’re looking for talent who: Has a high school diploma or equivalent Has minimum of 6 months of customer service or call center experience required, preferably in technical support Has ability to multi-task while maintaining careful attention to detail Possess ability to work effectively both individually and within a team environment Works with a sense of urgency to meet deadlines and address competing priorities Is proficient with Microsoft Office software including Word, Excel, PowerPoint, and Outlook Has effective written, listening, and verbal communication skills Has effective problem solving and organizational skills Possess a basic understanding of the organization’s products and services Is proficient on Windows OS, internet savvy Obtains Orion Industry Certification Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid Salary Range: $19.11 - $26.90 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes 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. About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place. Click here to learn more!