Client Support Representative

Orion

. Serve as a frontline point of contact for client inquiries across phone, chat, and case channels .

Posted 10/6/2026full-timeLehi • Utah • United StatesMid-LevelSenior💰 $21 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client-facing skills with a focus on effective communication, problem-solving, and workflow navigation. Proficient in maintaining documentation accuracy and performance metrics while progressing through required certifications.

Highest-signal resume keywords

Customer Service ExperienceSalesforce DocumentationProblem-Solving SkillsCommunication SkillsWorkflow Navigation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Case DocumentationTroubleshootingPlatform NavigationPerformance MetricsTechnology Support

Soft Skills

Attention to DetailOrganizational SkillsTime ManagementStakeholder Relationship ManagementCollaboration

Tools & Technologies

OrionRedtail

Certifications & Qualifications

Required Certifications

Industry Keywords

Client InquiriesFirst-Contact ResolutionNPSQuality StandardsHybrid Work Expectations

About the role

Key responsibilities & impact

Serve as a frontline point of contact for client inquiries across phone, chat, and case channels
Provide training, guidance, and best practices to help clients navigate workflows and platform topics
Troubleshoot entry-level workflows, platform navigation issues, feature questions, and data-related inquiries
Maintain schedule adherence and support queue coverage across required channels
Own assigned Priority 1 and aged cases through completion
Provide timely updates and accurate Salesforce documentation
Strive for first-contact resolution while minimizing unnecessary transfers
Maintain complete case documentation meeting internal quality and audit standards
Stay current on platform updates, release notes, required certifications, and internal learning content
Identify opportunities to simplify client workflows or improve documentation and escalate through proper channels
Collaborate with peers, Service Leads, Technical Leads, and Managers to support coordinated client outcomes
Build foundational proficiency in Orion or Redtail while progressing through required certifications and learning pathways
Maintain performance across NPS, adherence, acceptance rate, quality, and documentation accuracy metrics
Escalate suspected product issues after basic troubleshooting and documentation
Identify client trends or documentation gaps to support team improvement
Adhere to hybrid expectations and maintain a professional presence in all interactions

Requirements

What you’ll need

Minimum of a high school education
Bachelor’s degree preferred
Less than one year of experience
Prior customer service or technology support experience preferred
Strong verbal and written communication skills in client interactions
Ability to manage multiple tasks in a fast-paced environment with attention to detail
Ability to navigate and explain technology
Strong problem-solving, organizational, and time management skills
Ability to own and manage stakeholder relationships directly and work effectively with people at all levels in an organization
Located within a commutable distance to an office
Three or more days each week required on-site at one of the listed office locations
Progress through required certifications and learning pathways

Benefits

Comp & perks

Health coverage on day one
Dental coverage on day one
Vision coverage on day one
Disability coverage on day one
401(k) plan with employer match
Paid parental leave
Pet benefits, including pawternity leave and pet insurance
Student loan repayment
Hybrid work arrangement