Product Support Engineer
On-site · Tempe, Arizona, United States
Job Summary
Product Support Engineer at Kestra Holdings will be embedded in the launch and ongoing growth of the Investor Solution, configuring, validating, and supporting the platform to ensure a seamless advisor experience. You’ll develop platform expertise, create SOPs and playbooks, address inquiries via phone and email, manage user access and SLAs, investigate escalated issues with cross-functional teams, and contribute to long-term support model improvements. The role emphasizes hands-on, agile delivery, collaboration with product, engineering, and implementation teams, and a focus on driving successful onboarding and adoption for financial professionals.
Required Qualifications
- Bachelor’s degree or equivalent hands-on experience in a technology-related field
- Background in the financial services industry is preferred
- Prior experience in technical support role is a plus
- Prior experience with SQL or Salesforce is a plus
- Exceptional customer service orientation with strong communication skills
- Strong attention to detail and a high level of accuracy
- Skilled in setting, managing, and aligning with client expectations
- Strong analytical and problem-solving abilities, with excellent verbal and written communication skills
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