Technical Support Specialist

Orion

Provide consultative technical support for Advisor Portal workflows at Orion. Troubleshooting complex issues and guiding users through digital experiences for advisory firms and internal partners.

Posted 7/21/2026full-timeLehi • 🇺🇸 United StatesJuniorMid-Level💰 $56,046 - $82,313 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in technical support for Advisor Portal and DocuSign workflows, with a strong focus on troubleshooting, client onboarding, and operational processes. Capable of providing clear guidance and collaborating effectively with cross-functional teams to enhance user experience and resolve issues.

Highest-signal resume keywords

Technical Support ExperienceDocuSign Workflow ManagementSalesforce ProficiencyTroubleshooting and Problem SolvingClient Service and Onboarding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technical SupportTroubleshootingWorkflow AnalysisDocument GenerationAccount MaintenanceClient OnboardingSaaS PlatformsFinancial TechnologyCRM SystemsCase Management

Soft Skills

Clear CommunicationAttention to DetailRelationship BuildingOwnership of IssuesAdaptability

Tools & Technologies

SalesforceDocuSignAdvisor PortalCase Management ToolsOperational Workflows

Industry Keywords

Financial TechnologyClient SuccessTechnical CuriosityService OperationsAdvisor Technology

About the role

Key responsibilities & impact

serve as a technical support resource for Advisor Portal related questions, workflows, and client impacting issues
respond to Advisor Portal inquiries across phone, email, chat, Salesforce cases, and scheduled consultations
troubleshoot issues related to proposals, new account opening, account maintenance, client onboarding, trading related workflows, and other Advisor Portal functionality
support DocuSign related workflows within Advisor Portal, including document generation, envelope routing, signing order questions, advisor and client signing experiences, and troubleshooting related errors
analyze technical issues, configuration questions, workflow discrepancies, and user reported concerns
provide clear guidance to advisors, internal service teams, onboarding teams, and other business partners
follow established training, documentation, procedures, and escalation paths to support consistent and accurate resolutions
collaborate with Product Management, Development, Service, Onboarding, Operations, and other internal teams on defects, enhancements, workflow changes, and client impacting issues
act as escalation support for Advisor Portal cases as knowledge and experience grow
document troubleshooting steps, technical findings, workflow guidance, and best practices
help improve Advisor Portal enablement, internal documentation, training resources, and support processes
mentor and support peers over time through shadowing, coaching, and knowledge sharing

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Technology, or a related field as preferred
minimum of two (2) years of experience in technical support, financial technology, client service, operations, onboarding, or client success as required
strong technical curiosity and a willingness to learn Advisor Portal, DocuSign workflows, and related systems
demonstrated experience researching, troubleshooting, and resolving platform or workflow issues as required
experience supporting software, SaaS platforms, financial technology, advisor technology, CRM systems, or operational workflows as preferred
experience with Salesforce, case management tools, CRM systems, DocuSign, or similar support platforms as preferred
can follow complex workflows, identify gaps, and explain issues clearly
strong problem solving skills and can work through ambiguous situations
can translate technical concepts into clear guidance for advisors, clients, and internal partners
strong attention to detail and understands the importance of accuracy in client facing workflows
communicates clearly and professionally in both verbal and written formats
works well with Product, Development, Service, Onboarding, Operations, and client facing teams
takes ownership of issues and drives them toward resolution
comfortable asking questions, learning quickly, and applying feedback
can build strong working relationships with stakeholders at different levels of the 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