Technical Support Specialist
GReminders is an award winning AI Powered End to End Meeting Management Platform built for Financial Professionals.
It is used by more than 5,000 Financial Advisors daily and approved by major Broker Dealers such as Osaic, Cetera, Cambridge and more.
GReminders is uniquely positioned in the market as the only full solution for the Meeting Lifecycle in our vertical with deep integrations to systems Financial Firms use everyday.
The Role
We are looking for a Technical Support Specialist who is part detective and part educator. You won’t just be answering "how-to" questions; you will be troubleshooting complex sync issues between calendar providers (Google, Outlook, Exchange) and financial CRMs. You will act as a frontline expert, ensuring our users can rely on our automation to run their businesses.
Key Responsibilities- Problem Solving: Diagnose and resolve technical issues related to calendar sync, SMS delivery, and CRM data mapping (Redtail, Wealthbox, Salesforce, Dynamics, etc...).
- Customer Advocacy: Provide high-touch support via email, and Zoom screen-sharing sessions to walk users through solutions.
- Documentation: Author and maintain Knowledge Base articles to empower users to self-serve.
- Product Feedback: Act as the bridge between our customers and our engineering team, identifying recurring bugs and suggesting feature improvements.
- QA Testing: Assist in testing new software releases and integrations to ensure a seamless "it just works" experience.
- Software Savvy: Understanding of cloud-based software and integrations (Data Models, Data Mapping, etc...).
- CRM Familiarity: Experience with CRM architecture (objects, fields, and workflows) is highly preferred.
- Clear Communicator: Ability to translate "technical jargon" into simple, actionable steps for non-technical users.
- Solution-Oriented: A drive to find the root cause of issues rather than just applying a quick fix.
- Pattern-Oriented: You have a "logical" brain. You naturally notice when things repeat and enjoy organizing chaotic information into clear categories.
- Experience in the Wealth Management industry.
- Familiarity with AI tools and meeting recorders.
You will work with seasoned SaaS Founders, Sales/Marketing and Engineers side by side growing the business in a meaningful way. We are a small team but we punch above our weight class.
What you’ll get
- Competitive Salary + Commission
- Health Insurance + 401k
- Work from Anywhere, Just get it Done
- Open, Honest and Transparent Culture
- Come join us for a fabulous adventure!
To Apply please email to: [email protected]
(No Recruiters Please)
