Client Support Representative - Remote

Overview

As a Client Support Representative at Red Oak, you will be the frontline connection between our clients and our technology, ensuring client satisfaction by providing timely, accurate, and empathetic support.

In Short

• Respond to client inquiries via email, phone, or virtual meetings.
• Troubleshoot and resolve product-related issues.
• Collaborate with Product Management and Client Success teams.
• Assist with onboarding and training new users.
• Identify recurring issues and contribute to support documentation.
• Monitor support metrics for continuous improvement.
• Stay updated on product features and compliance requirements.
• Work in a fast-paced SaaS environment.
• Strong commitment to delivering exceptional customer service.
• Ability to work cross-functionally in a team environment.

Requirements

• 1–3 years in a client support or client-facing role.
• Experience in a SaaS or financial services technology environment.
• Excellent verbal and written communication skills.
• Technical aptitude with SaaS platforms and support tools.
• Experience with CRM systems (e.g., Salesforce) is a plus.
• Ability to manage multiple priorities with attention to detail.

Benefits

• Opportunity to grow your career in client success and support.
• Work remotely with a flexible schedule.
• Collaborative and high-performance team environment.