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Remote Technical Consultant Jobs in Raleigh, NC (NOW HIRING)

As a Technical Consultant, you will partner with firms to implement Advyzon's all-in-one wealth management platform, helping firms successfully transition their business processes and become ...

Technical Writer

Cary, NC ยท On-site +1

Technical Writer- Hybrid in Cary, North Carolina or Remote in NC We're a leader in data and AI ... consultants) to gather needed inputs, communicate status to all stakeholders and manager, and ...

Experience in technical account management, implementation consulting, solutions consulting ... Location & Work Environment Channelscaleris a remote-first company with team members across the U.S ...

New

Experience in technical account management, implementation consulting, solutions consulting ... Location & Work Environment Channelscaler is a remote-first company with team members across the U.

New

Field Application Engineer '27

Raleigh, NC ยท On-site +1

$53K - $80K/yr

The title for this role may be called Application Engineer, Vision Consulting Engineer, or ... Provide on-call, on-site and remote technical support, training, and troubleshooting * Travel ...

Engineering & Science Job Schedule: Full time Remote: No The opportunity Kickstart your career in ... Prepare technical reports, presentations, and documentation * Participate in customer meetings and ...

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Remote Technical Consultant information

See Raleigh, NC salary details

$15

$58

$87

How much do remote technical consultant jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for remote technical consultant in Raleigh, NC is $58.78, according to ZipRecruiter salary data. Most workers in this role earn between $45.34 and $70.10 per hour, depending on experience, location, and employer.

What does a typical workday look like for a Remote Technical Consultant?

A typical day as a Remote Technical Consultant involves meeting with clients via video conferences, diagnosing and resolving technical issues, and providing strategic recommendations for IT solutions. You'll often collaborate with internal teams such as developers or project managers, create technical documentation, and manage multiple client projects simultaneously. While the work is largely independent, strong communication and teamwork are essential for delivering seamless support and solution implementation. This dynamic environment allows you to engage with diverse client challenges, making each day varied and intellectually rewarding.

What are the key skills and qualifications needed to thrive in the Remote Technical Consultant position, and why are they important?

To thrive as a Remote Technical Consultant, you need a strong background in IT or engineering, experience with troubleshooting, and a proven ability to implement technology solutions, typically backed by a relevant degree and industry certifications like CompTIA, AWS, or Microsoft. Familiarity with remote collaboration tools, CRM systems, and cloud-based platforms is often required. Excellent problem-solving abilities, effective verbal and written communication, and the capacity to self-manage and collaborate virtually are key soft skills for success in this role. These skills ensure clients receive timely, expert guidance and support regardless of location, fostering trust and efficient project outcomes.

What is a Remote Technical Consultant job?

A Remote Technical Consultant provides expert guidance and technical support to businesses and clients while working remotely. They analyze technical challenges, recommend solutions, and assist with implementations related to software, systems, or IT infrastructure. Their role often involves troubleshooting, training clients, and ensuring optimal product performance. Strong communication skills and technical expertise are essential to effectively collaborate with teams and clients across different locations.

What are popular job titles related to Remote Technical Consultant jobs in Raleigh, NC? For Remote Technical Consultant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Remote Technical Consultant jobs in Raleigh, NC look for? The top searched job categories for Remote Technical Consultant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Technical Consultant jobs? Cities near Raleigh, NC with the most Remote Technical Consultant job openings:
Technical Consultant - North Hills, NC

Technical Consultant - North Hills, NC

Advyzon

Raleigh, NC โ€ข On-site, Remote

$75K - $85K/yr

Full-time

Posted 4 days ago


Job description

Role Overview
Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical Consultant, you will partner with firms to implement Advyzon's all-in-one wealth management platform, helping firms successfully transition their business processes and become confident users of our technology. This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform configuration, and collaborate closely with internal teams to ensure successful implementations. The ideal candidate is passionate about helping clients succeed, enjoys solving business and technical challenges, communicates effectively with a wide variety of stakeholders, and thrives in a collaborative, fast-paced fintech environment.
Key Responsibilities
Client Onboarding & Implementation
  • Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
  • Serve as the primary consulting contact throughout the onboarding process, building trusted relationships with clients
  • Conduct discovery sessions to understand client business processes, operational workflows, goals, and implementation priorities
  • Configure platform settings and assist clients with system setup based on their business requirements
  • Deliver virtual product demonstrations, training sessions, and workflow workshops that help clients become self-sufficient
  • Monitor onboarding progress, proactively identify risks, and help keep projects on schedule
  • Document client requirements, decisions, and implementation milestones throughout each engagement
  • Participate in annual conference presentations and user trainings

Client Consulting & Problem Solving
  • Advise clients on Advyzon best practices and how to leverage Advyzon's platform to improve operational efficiency
  • Help clients understand platform capabilities while recommending practical solutions to meet their business objectives
  • Troubleshoot onboarding questions and coordinate with Product, Support, Data Services, and other internal teams when additional expertise is required.
  • Assist with professional services engagements for existing clients, including advanced configuration and workflow optimization.

Cross-Functional Collaboration
  • Collaborate with Sales to ensure a smooth transition from the sales process into onboarding
  • Work with Relationship Management and Support teams to facilitate a successful transition following onboarding completion
  • Share client feedback, enhancement ideas, and recurring implementation trends with Product Management to help improve the platform

Process Improvement & Knowledge Development
  • Continuously expand knowledge of Advyzon's platform, wealth management workflows, and industry best practices
  • Contribute to the improvement of onboarding documentation, implementation guides, training materials, and internal knowledge resources
  • Participate in ongoing product training and professional development opportunities
  • Identify opportunities to improve onboarding efficiency, consistency, and the overall client experience

Qualifications
Required
  • Bachelor's degree or equivalent professional experience
  • 2-5 years of experience in client onboarding, implementation consulting, technical consulting, customer success, or a related client-facing role
  • Strong communication and presentation skills with the ability to explain technical concepts to non-technical audiences
  • Excellent organizational and project management skills with the ability to manage multiple priorities simultaneously
  • Strong analytical and problem-solving abilities
  • Comfortable learning new technology platforms and business processes
  • Ability to work independently while collaborating effectively across departments

Preferred
  • Experience working with wealth management technology, fintech, or financial services
  • Knowledge of Registered Investment Advisor (RIA) or Broker Dealer operations
  • Experience implementing SaaS software platforms
  • Familiarity with CRM systems, portfolio management software, reporting platforms, or financial planning technology
  • Experience delivering virtual client training or software implementations
  • On-site experience with clients
Compensation:
$75k-$85k annually with a $15k-$20k target bonus