VP Enterprise Delivery
orionadvisor
Client Experience Technology Consultant
orionadvisor· OAT Orion Advisor Technology, LLC
About this role
About this Opportunity:
As a Client Experience Technology Consultant, you will sit within the Summit Support Organization to understand the experience set-up and support of advisor and end client users. The role also involves collaborating with the Summit onboarding and product teams to assist with supporting all Summit clients. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
Location:
It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.
Candidates should be located within a commutable distance to an office. Work location is subject to change based on business needs.
In this role, you’ll get to:
Understand the desired experience for clients and guiding potential directions based on the Experience platform capabilities
Have awareness of the Orion Ecosystem with enough knowledge to guide clients across all product domains
Provide daily support for all Summit clients
Diagnose and resolve issues including user access, reporting, custom experience builds, and issues related to client portal access
Escalate complex problems or issues to product teams when needed.
Help to prepare training material to help advisor and admin users better navigate and build Summit.
Work with the onboarding team to help with project management.
Relay customer feedback, identify recurring problems, and suggest enhancements to improve customer satisfaction.
We’re looking for talent who:
Has a GED or high school diploma as required
Has a Bachelor’s degree as preferred
Has a minimum of three (3) years of experience in fintech system support role(s) as required
Has prior mentoring or training experience as preferred
Can obtain an Orion Industry Certification as required
Has additional certifications in Orion's Reconciliation, Reporting, Billing, Performance, and Advisor Portal as preferred
Has experience with MySql
Has a comfort level in Javascript/Json (and/or willingness and aptitude to learn to review configurations that have been established)
Has creative thinking to translate experience priorities into solutions
Has excellent problem-solving skills and the ability to troubleshoot and resolve technical issues quickly.
Has experience with CRM systems and ticketing software
Has a willingness to travel up to 25% annually as required
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Recommended Skills:
Active Listening, Client Relations, Client Relationship Management, Client Support, Communication, Conflict Resolution, Customer Service, Empathy, Financial Technology, Mentorship, Onboarding, Performance Reports, Portal Development, Problem Solving, Relationship Management, Systems Support, Technical Support, Technical Support Training, Training and DevelopmentSalary Range:
$72,860.00 - $110,014.00The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Frequently Asked Questions
What is the salary for the Client Experience Technology Consultant role at orionadvisor?
The listed salary for this Client Experience Technology Consultant position at orionadvisor is USD 73K–110K. This is an Full time role.
Where is the Client Experience Technology Consultant position at orionadvisor located?
This Client Experience Technology Consultant role at orionadvisor is based in Greater Omaha Area. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Experience Technology Consultant role at orionadvisor full-time or part-time?
This is listed as a Full time position. It is posted as a Client Experience Technology Consultant role in the OAT Orion Advisor Technology, LLC department at orionadvisor.
Which team or department does the Client Experience Technology Consultant at orionadvisor belong to?
This Client Experience Technology Consultant position is part of the OAT Orion Advisor Technology, LLC department at orionadvisor. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Experience Technology Consultant position at orionadvisor?
Click the "Apply Now" button on this page. You will be redirected to orionadvisor's official application portal hosted on workday where you can submit your application directly.
When was the Client Experience Technology Consultant job at orionadvisor posted?
This Client Experience Technology Consultant position at orionadvisor was posted on Jul 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Experience Technology Consultant
orionadvisor · 💰 USD 73K–110K
You'll be redirected to orionadvisor's official application page on Workday.