Red Oak is hiring a Client Support Representative

*Red Oak is the industry's first and only compliance connectivity platform purpose-built for the financial services industry. We specialize in advertising review, registration and licensing management, employee supervision, and content distribution; helping Wealth Managers, Asset Managers, Broker-Dealers and Banks reduce risk, drive efficiency, and stay ahead of regulatory demands.* *Founded in 2010 by compliance and technology veterans, our mission is simple: to reduce regulatory risk, make the complex simple, and deliver best-in-class support to our clients. Today, more than 2,300 firms trust Red Oak to help them navigate compliance with confidence.* **Objectives:** As a **Client Support Representative** at Red Oak, you'll be the critical link between our clients and our technology. Think of yourself as a compliance superhero, swooping in to solve problems and save the day. This role is perfect for someone who gets a rush from helping others, loves the fast-paced world of SaaS, and wants to grow their career in client success. You'll work hand-in-glove with internal teams to resolve issues, refine processes, and ensure our clients receive nothing short of exceptional service. **Key Responsibilities:** • Respond to client inquiries via email, phone, or virtual meetings with a perfect blend of professionalism, accuracy, and genuine empathy. • Troubleshoot and resolve product-related issues, escalating complex cases to the right internal teams when needed. • Collaborate with Product Management and Client Success teams to ensure issues get resolved quickly and feedback loops are tight. • Help onboard and train new users, setting them up for smooth sailing with Red Oak's platform. • Spot recurring issues and contribute to developing support documentation, FAQs, and knowledge base articles. • Keep an eye on support metrics and help drive continuous improvement initiatives to level up the client experience. • Stay razor-sharp on Red Oak's product features, industry trends, and compliance requirements to provide top-notch support. **Skills/Qualifications:** Experience: 1–3 years in client support or client-facing roles, preferably in SaaS or financial tech. Prior experience with the 4U compliance connectivity platform? Even better. Client Focus: A rock-solid commitment to customer service with a problem-solving mindset. We want someone who can diagnose platform issues and craft effective workarounds on the fly. Communication: Stellar verbal and written skills, with the ability to translate complex technical concepts into crystal-clear language. Technical Aptitude: Comfortable navigating SaaS platforms and support tools. Bonus points for experience with CRM systems like Salesforce and ticketing platforms. Team Collaboration: A team player who can work cross-functionally and contribute to a high-performance team environment. Adaptability: Thrives in a dynamic setting, managing multiple priorities with laser-focused attention to detail. **Work Structure:** This is a remote position with a preference for availability during standard Pacific Time Zone business hours.