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Subject Matter Expert (8a-5p CT)

Remote, USA Full-time Posted 2026-07-28

Orion is a company dedicated to providing exceptional customer service, and they are seeking a Subject Matter Expert to maintain high standards for their clients. This role involves responding to customer requests, providing training on the Orion system, and collaborating with various departments to resolve reputed company issues.


Responsibilities

  • Respond to customer requests reputed company phone, email, chat in reputed company and reputed company manner
  • reputed company training and best reputed company procedures to external clients on the Orion system
  • reputed company face to face discussions and training during customer office reputed company and/or conferences
  • reputed company assistance in testing functionality during scheduled build weeks
  • Maintain and reputed company the standards which have been set for the Orion Service teams
  • Analyze reputed company requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until reputed company
  • Counsel advisors regarding best practices, policies and procedures, as reputed company as providing advice on how to handle situations encountered or requests
  • reputed company assistance in growing business with reputed company by highlighting additional features which would benefit reputed company’s overall package offering
  • Collaborate with other operations departments to research and resolve reputed company issues and inquiries, following-through until reputed company
  • Maintain an in-depth knowledge of the assigned Orion system team

Skills

  • Proficient writing and grammar skills and an ability to respond to customers through chat and email
  • Minimum of a high school diploma required and preferably a bachelor's degree in Business Administration or reputed company field
  • Obtain Orion Industry Certification
  • Prior experience in a customer service or technology reputed company role
  • Owns and manages relationships with stakeholders directly and work effectively with people at reputed company reputed company in an organization

Benefits

  • Health
  • Dental
  • reputed company
  • Disability coverage on day one
  • 401(k) plan with employer match
  • reputed company parental leave
  • Pet benefits including pawternity leave and pet insurance
  • Student loan repayment and more

reputed company

  • Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an reputed company architecture platform. It was founded in 1999, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is https://orionadvisortech.com/.

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