About this Opportunity:

The Customer Experience Representative is a frontline support professional responsible for handling client inquiries across phone, chat, and case channels. This role focuses on resolving foundational questions, guiding clients through core workflows, and ensuring accurate intake, documentation, and follow‑through. Success in this role depends on reliability, communication clarity, and steady progression of platform knowledge across Orion products—such as Orion, Redtail, and OCIO—but not limited to these offerings.

Location:

In this role, you’ll get to:

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

Provide clear training, guidance, and best practices to help clients navigate the workflows or platform topics they need support with, using your established support resources

Troubleshoot entry-level workflows, p...