Benefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Financial Software Solutions, LLC (FSS) is a fast-growing SaaS fintech company delivering innovative financial software to legal and trustee professionals. We are seeking a Customer Support Specialist – Level 1 who is passionate about delivering exceptional customer experiences through phone and digital support channels.
This is a customer-facing, non-technical role focused on issue intake, basic troubleshooting, customer education, and relationship building—not software development or coding.
What You’ll Do
Serve as the first point of contact for customers via phone (50%+ of the day), email, and chat
Assist customers with platform questions, basic troubleshooting, and usage guidance
Accurately document customer issues and requests in our internal issue-tracking system
Set clear expectations around resolution timelines and provide proactive follow-up
Deliver remote customer training sessions and webinars as needed
Escalate complex issues appropriately and collaborate with internal teams
Build strong customer relationships that support a zero-attrition mindset
What We’re Looking For
1–2 years of experience in SaaS customer support, help desk, or customer success
Excellent phone presence, verbal communication, and active listening skills
Strong problem-solving, critical thinking, and documentation abilities
Comfortable using Microsoft Office and remote tools (Zoom, Teams, etc.)
Associate degree or equivalent experience required; Bachelor’s degree preferred
Professional, dependable, and customer-focused mindset
Experience with database scripting is a plus (not required)
What Success Looks Like
Execution: Accurate, timely, and high-quality customer support
Teamwork: Strong collaboration with peers and internal partners
Integrity: Trust-building through professionalism and accountability
Benefits & Perks (Full-Time Employees)
Health and dental insurance
401(k) with up to 4% company match after one year
Supportive, collaborative, close-knit team environment