Orion Advisor Solutions

Subject Matter Expert, Reporting

Orion Advisor Solutions

1 month ago
Greater Omaha Area
Hybrid
Full Time
Medior
0 applicants
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Orion Advisor Solutions
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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

Orion Advisor Solutions

About Orion Advisor Solutions

orion.com

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

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

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