Wealth Com

Technical Support Associate

Remote, United States

Sponsorship not specifiedDetected 292 days ago

SQLDatadogSalesforceCustomer SupportIntercomCommunicationPlain Language

About the role

This is not a traditional L1 ticket-handling role.
If you're someone who gets energized by digging into a tricky bug, reading logs, and coordinating with engineers to ship a fix - this role was built for you.

Triage and manage integration-related issues across third-party platforms and coordinating with Product and Engineering through to resolution.
Partner closely with Engineering and Product teams on bug escalations, feature requests, and platform improvements - acting as the voice of the client internally.
Investigate and document issues that fall outside existing runbooks, contributing to a growing internal knowledge base and escalation playbooks.
Utilize tools including Intercom, Salesforce, and internal dashboards to manage ticket workflows and maintain visibility across open issues.

3+ years of experience in technical support, application support, or a customer-facing engineering-adjacent role.
Demonstrated ability to read and interpret logs, and error messages - you don't need to be handed a solution, you can find one.
Track record of collaborating directly with Engineering and Product teams on escalations, bug reports, and feature feedback.
Strong written and verbal communication skills - you can translate a technical root cause into plain language for a non-technical client.
Bachelor's degree or equivalent years of experience.
Respond to client support requests via phone, email, and live chat (EST hours) with a high degree of technical accuracy and professionalism.

Exposure to estate planning, trust and will workflows, or legal/financial SaaS.
Familiarity with SQL or basic scripting for log analysis or data validation.
Why You'll Love Working for Wealth.com http://Wealth.com
We do however meet together in person several times a year.
Free estate planning!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply.
Experience working with integrations, webhooks, or third-party platform troubleshooting strongly preferred.

Generous PTO that grows with you — start with 15 days of vacation your first year, increasing annually up to 20 days.

Actively contribute to AI support system improvements - analyzing edge cases, flagging gaps in bot coverage, and helping refine our chatbot's effectiveness.
Background in financial services, wealthtech, legaltech, or SaaS platforms is a strong plus - estate planning experience is a bonus.

This listing is sourced directly from Wealth Com's careers page and normalized into a canonical job model.