At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. 

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. 

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.  

As a Support Specialist, you will be responsible for responding to customer incidents and issues in complex software applications within our SaaS environment. You will leverage your deep expertise in modern software technologies to act as a liaison between support and our clients to triage and resolve issues found across the platform. This is a customer-facing support position that will require supporting customers via phone and on-call responsibilities. 

Here's What You'll Do:

• Triage and resolve client-reported issues across our SaaS platform
• Investigate application behavior, system logs, and user reports to isolate root causes
• Coordinate with engineering and product teams for deeper technical resolution
• Provide excellent communication and status updates to end users
• Maintain accurate documentation, case notes, and escalation records
• Contribute to internal knowledge base and support process improvements
• Participate in a rotating on-call schedule (includes phone/email support)

Here's What You Bring:

• 3+ years in SaaS application support or technical customer service
• Experience working with issue tracking tools (e.g., Jira, ServiceNow)
• Understanding of web-based systems and API-driven workflows
• Ability to analyze logs, diagnose data issues, and understand platform behavior
• Strong written and verbal communication
• Self-driven, calm under pressure, and detail-oriented

Bonus points for:

• Familiarity with SQL, REST APIs, or browser dev tools
• Experience in fintech, compliance platforms, or portfolio tools
• Exposure to .NET-based environments or cloud ecosystems like AWS

Why You’ll Love Working Here: 

• High-impact role supporting key customers
• Collaborative, fast-paced team with deep product knowledge

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: 

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

The estimated base salary range for this position is $71,000-$82,000

Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. 

Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law. 

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time. 

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.