A SaaS solution that is the back office for professional wealth managers * Our software reports ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Provide technical support by resolving issues and questions by phone and email * Give webinars and ...
Customer Support Representative (Remote)
Denver, CO · Remote
$17.50 - $22.50/hr
ECP is a market-leading SaaS solution that enables senior living communities to better care for ... Role Overview As a Customer Support Representative at ECP, you serve as the first point of contact ...
New
Customer Support Representative (Remote)
Denver, CO · Remote
$17.50 - $22.50/hr
ECP is a market-leading SaaS solution that enables senior living communities to better care for ... Role Overview As a Customer Support Representative at ECP, you serve as the first point of contact ...
New
Account Executive - Sales SaaS Communities
Denver, CO · On-site +1
$55K - $128K/yr
Remote/Denver, CO Preferred Compensation: $55,000 - $128,000 / year Description The Account ... and supporting introductions with the appropriate stakeholders to drive expansion of Pathify ...
Account Executive - Sales SaaS Communities
Denver, CO · On-site +1
$55K - $128K/yr
Remote/Denver, CO Preferred Compensation: $55,000 - $128,000 / year Description The Account ... and supporting introductions with the appropriate stakeholders to drive expansion of Pathify ...
Product Support Specialist II
Broomfield, CO · On-site +1
$18 - $26/hr
... ZOLL SaaS products. You will manage issues with greater independence, using advanced problem ... Job Type Remote Job Summary As a Product Support Specialist II, you will handle more complex ...
Product Support Specialist II
Broomfield, CO · On-site +1
$18 - $26/hr
... ZOLL SaaS products. You will manage issues with greater independence, using advanced problem ... Job Type Remote Job Summary As a Product Support Specialist II, you will handle more complex ...
Product Support Specialist II
Broomfield, CO · Remote
$18 - $26/hr
... ZOLL SaaS products. You will manage issues with greater independence, using advanced problem ... Job Type Remote Job Summary As a Product Support Specialist II, you will handle more complex ...
Product Support Specialist II
Broomfield, CO · Remote
$18 - $26/hr
... ZOLL SaaS products. You will manage issues with greater independence, using advanced problem ... Job Type Remote Job Summary As a Product Support Specialist II, you will handle more complex ...
... SaaS technology for EMS, hospital, and billing organizations. As a Technical Product Support ... Optimize hybrid meeting structures and remote team productivity guidelines, using virtual ...
... SaaS technology for EMS, hospital, and billing organizations. As a Technical Product Support ... Optimize hybrid meeting structures and remote team productivity guidelines, using virtual ...
... SaaS technology for EMS, hospital, and billing organizations. As a Technical Product Support ... Optimize hybrid meeting structures and remote team productivity guidelines, using virtual ...
... SaaS technology for EMS, hospital, and billing organizations. As a Technical Product Support ... Optimize hybrid meeting structures and remote team productivity guidelines, using virtual ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Help support an amazing, best-in-class product that is fun to use * Competitive salary + health ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Help support an amazing, best-in-class product that is fun to use * Competitive salary + health ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Help support an amazing, best-in-class product that is fun to use * Competitive salary + health ...
A SaaS solution that is the back office for professional wealth managers * Our software reports ... Help support an amazing, best-in-class product that is fun to use * Competitive salary + health ...
Senior Account Executive, SaaS Sales (Remote - US)
Denver, CO · Remote
$50K - $65K/yr
Mental health support and services via Modern Health15 days PTO (accrual begins on date of hire and ... Remote #CircaEmployment Type: FULL_TIME
Senior Account Executive, SaaS Sales (Remote - US)
Denver, CO · Remote
$50K - $65K/yr
Mental health support and services via Modern Health15 days PTO (accrual begins on date of hire and ... Remote #CircaEmployment Type: FULL_TIME
Client Partner, SaaS Restaurant Sales (Remote - US)
Denver, CO · Remote
$55K - $65K/yr
Summary Are you passionate about dining out and supporting local restaurants? Do you thrive in a ... This is a full-time remote role based in the United States. What you'll do: * Own your book of ...
Client Partner, SaaS Restaurant Sales (Remote - US)
Denver, CO · Remote
$55K - $65K/yr
Summary Are you passionate about dining out and supporting local restaurants? Do you thrive in a ... This is a full-time remote role based in the United States. What you'll do: * Own your book of ...
Client Partner, SaaS Restaurant Sales (Remote - US)
Denver, CO · Remote
$55K - $65K/yr
Are you passionate about dining out and supporting local restaurants? Do you thrive in a fast-paced ... This is a full-time remote role based in the United States. What you'll do: * Own your book of ...
Client Partner, SaaS Restaurant Sales (Remote - US)
Denver, CO · Remote
$55K - $65K/yr
Are you passionate about dining out and supporting local restaurants? Do you thrive in a fast-paced ... This is a full-time remote role based in the United States. What you'll do: * Own your book of ...
[Remote US and Canada] Head of Product - $100K Base + Bonus / 1% Equity - Negotiable!
Boulder, CO · Remote
$100K/yr
CommercialTribe is a Boulder-based SaaS startup within the high growth Revenue Intelligence ... Manage the product roadmap and the supporting product releases/milestones * Engage with customers ...
[Remote US and Canada] Head of Product - $100K Base + Bonus / 1% Equity - Negotiable!
Boulder, CO · Remote
$100K/yr
CommercialTribe is a Boulder-based SaaS startup within the high growth Revenue Intelligence ... Manage the product roadmap and the supporting product releases/milestones * Engage with customers ...
[Remote US and Canada] Head of Product - $100K Base + Bonus / 1% Equity - Negotiable!
Boulder, CO · On-site +1
$100K/yr
CommercialTribe is a Boulder-based SaaS startup within the high growth Revenue Intelligencecategory ... Manage the product roadmap and the supporting product releases/milestones * Engage with customers ...
[Remote US and Canada] Head of Product - $100K Base + Bonus / 1% Equity - Negotiable!
Boulder, CO · On-site +1
$100K/yr
CommercialTribe is a Boulder-based SaaS startup within the high growth Revenue Intelligencecategory ... Manage the product roadmap and the supporting product releases/milestones * Engage with customers ...
EXECUTIVE ASSISTANT
Boulder, CO · Remote
Our client is seeking a proactive EA to support several senior leaders in a remote, fast-moving ... High proficiency with Google Workspace, Microsoft Office, and SaaS tools * Experience working with ...
EXECUTIVE ASSISTANT
Boulder, CO · Remote
Our client is seeking a proactive EA to support several senior leaders in a remote, fast-moving ... High proficiency with Google Workspace, Microsoft Office, and SaaS tools * Experience working with ...
EXECUTIVE ASSISTANT
Boulder, CO · Remote
Our client is seeking a proactive EA to support several senior leaders in a remote, fast-moving ... High proficiency with Google Workspace, Microsoft Office, and SaaS tools * Experience working with ...
EXECUTIVE ASSISTANT
Boulder, CO · Remote
Our client is seeking a proactive EA to support several senior leaders in a remote, fast-moving ... High proficiency with Google Workspace, Microsoft Office, and SaaS tools * Experience working with ...
Director of Sales
Littleton, CO · On-site +1
$200K - $250K/yr
We are a SaaS solution helping First Responders with their operations checks by offering safer and ... Leverage AI tools to improve processes, streamline workflows, and support data-driven decision ...
Director of Sales
Littleton, CO · On-site +1
$200K - $250K/yr
We are a SaaS solution helping First Responders with their operations checks by offering safer and ... Leverage AI tools to improve processes, streamline workflows, and support data-driven decision ...
Director of Sales
Littleton, CO · Remote
$200K - $250K/yr
We are a SaaS solution helping First Responders with their operations checks by offering safer and ... Leverage AI tools to improve processes, streamline workflows, and support data-driven decision ...
Director of Sales
Littleton, CO · Remote
$200K - $250K/yr
We are a SaaS solution helping First Responders with their operations checks by offering safer and ... Leverage AI tools to improve processes, streamline workflows, and support data-driven decision ...
Director of Sales
Littleton, CO · Remote
$3.0K - $100K/yr
We are a SaaS solution helping First Responders with their operations checks by offering safer and ... Leverage AI tools to improve processes, streamline workflows, and support data-driven decision ...
Director of Sales
Littleton, CO · Remote
$3.0K - $100K/yr
We are a SaaS solution helping First Responders with their operations checks by offering safer and ... Leverage AI tools to improve processes, streamline workflows, and support data-driven decision ...
Remote Saas Support information

Full-time
Medical, Dental, Retirement, PTO
Re-posted 12 days ago
Job description
Who is FinFolio?
- We make wealth management simpler!
- A SaaS solution that is the back office for professional wealth managers
- Our software reports, trades, and bills investment accounts
- 100% remote company with great benefits
- Startup, small-company atmosphere
- Passionate and excited about great software and making our clients happy
What will you do at this job?
- Discuss investments and software functionality with wealth manager clients
- Provide technical support by resolving issues and questions by phone and email
- Give webinars and 1-on-1 training to clients
- Implement new clients by converting data from their old software
- Assist in testing products with new software releases
- Help troubleshoot software bugs and work with development team to make fixes
- Build processes and procedures to help new team members
- Write and maintain documentation and articles about software functionality
What qualifications would help me be successful at FinFolio?
- Familiar with market operations (Exchanges, stocks, bonds, etc.)
- Excellent written and verbal communication skills in English
- Must be reliable and self starting, with a strong attention to detail
- Based in the USA, with a quiet home office and fast internet
- Must be tech savvy, able to write scripts and use macro languages
- Finance degree, Series 63 or equivalent experience
- Would be a plus to know FTP, SQL, DOS Batch, or REST APIs
How do we work remotely?
- You need a quiet home office, suitable for video, telepresence and meetings
- Slack & Pragli for intra-office communication (you will be on video often)
- GMail for communication with clients and data vendors
- Gusto for HR and payroll
- Google Drive for documents, spreadsheets, etc.
- Hubspot for contact management and help desk
Why should you work here?
- Work with a team that is excited and passionate about what they do
- Help support an amazing, best-in-class product that is fun to use
- Competitive salary + health/dental + unlimited paid time off + 401K match
- Interact with interesting and successful financial advisor clients
About FinFolio
Sourced by ZipRecruiter
Industry
Software development
Company size
11 - 50 Employees
Headquarters location
Denver, CO, US
Year founded
2008