Subject Matter Expert, Reporting
Orion Advisor Solutions
About this role
A Subject Matter Expert, Reporting at Orion is responsible for maintaining high standards of customer service, providing training, analyzing client requests, and supporting clients in using the Orion system. The role involves direct interaction with clients, collaboration with internal teams, and ensuring solutions are effectively implemented.
Skills
About Orion Advisor Solutions
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
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About Orion Advisor Solutions
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
Salary
$40k – $52k
per year