Support Specialist - Holistiplan

Job Description

Who We Are

Holistiplan is a fast-growing, fast-paced company within the Financial Technology (FinTech) sector. With more than 45,000 users, our award-winning software allows financial planners to turn their clients’ tax returns into a customized tax report within seconds. We believe it’s the future of tax planning, and the nearly ten thousand financial planning firms we’ve added as subscribers in our first four years seem to agree. Holistiplan has been voted the #1 tax planning software in the 2021, 2022, 2023, and 2025 Kitces Report Studies and the #1 tax planning software for 5 consecutive years in the T3 / Inside Information Software Surveys.

Who We’re Looking For

We’re looking for someone awesome to add to our fun, positive, and hardworking team. More specifically, we’re looking for a team player to join our existing Support Specialists to address user issues involving helping solve issues our users encounter, including (but not limited to) account access, payment issues, general software usage, and other administrative or technical items. We are a team that highly values collaboration, invites new ideas, welcomes feedback on how to be more operationally effective, and generally just enjoys helping our users.

This person will be as passionate as we are about delighting our future and current customers and helping us maintain the high level of service that our users have come to expect. If you are an excellent verbal and written communicator, critical thinker, and problem solver, this might be the ideal role for you.

We’re especially interested in finding someone with a flair for finding creative solutions instead of just following a script. Ideally, this individual will have some experience in a similar customer support role, along with an interest in technology. Since the position will involve communication with financial advisors, familiarity with the financial advisory world is preferred but not required, as is experience with Software as a Service (Saas) or FinTech. In addition to strong organization skills, attention to detail, and time management, our ideal candidate will be a lifelong learner with an interest in becoming knowledgeable and proficient in our industry niche.

Key Tasks & Responsibilities:

Answering user questions about the administrative elements of Holistiplan, including account setup, adding users, merges, billing, login access, password/multi-factor authentication, and other similar inquiries

Developing general knowledge of the Holistiplan product suite to be able to easily identify resources for users to access

Serve as the initial point of contact for technical issues, general troubleshooting for use issues, and questions related to households, reporting and staging tools, and marketing tool

Creating and updating content in our Knowledge Base to serve as documentation for processes and program features

Overseeing chat and Q&A during Holistiplan Support webinars

Identifying new and/or improved ways to better communicate the features of the program to our users

Relaying user feedback on how Holistiplan can improve

Benefits:

Competitive Compensation

401(k) matching

Health insurance (Medical/Dental/Vision)

Unlimited PTO with a team that uses and encourages time off

Schedule: Monday to Friday 8-5 Central Time

Work Location: Remote (US only)

Monthly Wellness & Office Space Reimbursements

Cover letter and resume can be sent to jobs@holistiplan.com.