Client Support Representative

Orion

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

Posted 10/12/2026full-timeLehi • Utah • United StatesMid-LevelSenior💰 $21 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in client support and technology navigation, with a focus on effective communication and problem-solving. Maintains high standards in documentation accuracy and performance metrics while fostering relationships with stakeholders.

Highest-signal resume keywords

Salesforce ProficiencyClient Support ExperienceStrong Verbal And Written CommunicationProblem-Solving SkillsAttention To Detail

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Client Workflow TrainingTroubleshootingCase DocumentationPerformance Metrics ManagementTechnology Navigation

Soft Skills

Organizational SkillsTime ManagementRelationship ManagementCollaboration

Tools & Technologies

SalesforceOrion TechnologyRedtail Technology

Certifications & Qualifications

Required Certifications Progression

Industry Keywords

Customer ServiceTechnology SupportNPSQueue CoverageHybrid 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 for client 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 appropriately
Collaborate with peers, Service Leads, Technical Leads, and Managers
Build foundational proficiency in Orion or Redtail technology areas
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 improve the team
Adhere to hybrid expectations and maintain a professional presence in all interactions

Requirements

What you’ll need

Minimum of a high school diploma
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
Own and manage relationships with stakeholders directly and work effectively with people at all levels in an organization
Candidates should be located within a commutable distance to an office
Ability to progress through required certifications and learning pathways
Proficiency or willingness to use Salesforce and support channels including phone, chat, and cases

Benefits

Comp & perks

Health, dental, vision, and 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
Competitive benefits package