Technical Support Specialist

Orion

Premier Technical Support Specialist serving as a subject-matter expert in Orion's technology ecosystem. Resolving complex technical issues and mentoring team members in a hybrid work environment.

Posted 5/29/2026full-timeKentucky, New York • 🇺🇸 United StatesJuniorMid-Level💰 $56,046 - $82,313 per yearWebsite

About the role

Key responsibilities & impact

provide advanced, consultative technical support to advisory firms and internal partners
serve as a subject-matter resource across Orion's technology ecosystem
apply deep platform knowledge and independent judgment to resolve complex technical issues
guide technology adoption, validate system functionality, and mentor team members
act as trusted advisors while supporting certification integrity and service excellence
independently analyze advanced technical issues, configuration challenges, and workflow discrepancies
provide consultative guidance on Orion platform capabilities (Reporting, Billing, Performance, Advisor Portal, Reconciliation, Trading, and other modules)
deliver detailed system training and technical guidance to advisors and internal partners
participate in build-week activities by testing, validating, and certifying system functionality
collaborate with Product Management and Development teams on defects, enhancements, and functional changes
act as escalation support for complex technical cases
document technical configurations, solutions, and best practices
mentor and coach team members through job-shadowing and real-time guidance
lead certification efforts and support technical enablement programs

Requirements

What you’ll need

Bachelor's degree in Business, Finance, or Technology as preferred
minimum of two (2) years of experience in technical support, FinTech services, or client success as required
Series 65 license as preferred
demonstrated experience resolving complex platform issues as required
prior experience as escalation or second-level support resource as preferred
strong knowledge of Orion platform or similar technology across operational and reporting functions
expertise in reconciliation, billing, performance reporting, trading processes
experience with CRM systems (Salesforce) and case-management tools
advanced technical problem solving and root-cause analysis
deep functional understanding of SaaS-based financial technology platforms
certification-driven subject-matter expertise
can translate technical concepts for non-technical audiences
strong analytical reasoning and attention to detail
can cross-functionally collaborate with product, engineering, and client teams
clear, professional verbal and written communication
can make independent decisions under ambiguous conditions
can influence and mentor without formal authority
owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

technical supportplatform knowledgesystem functionalityconfiguration challengesworkflow discrepanciesreconciliationbillingperformance reportingtrading processesSaaS-based financial technology

Soft Skills

analytical reasoningattention to detailindependent decision makinginfluence without authoritycross-functional collaborationclear communicationmentoringconsultative guidanceproblem solvingjudgment

Certifications

Bachelor's degreeSeries 65 license