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Customer Support Specialist Level 1
Customer Support Specialist Level 1Financial Software Solutions, LLC • Houston, TX, US
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Customer Support Specialist Level 1

Customer Support Specialist Level 1

Financial Software Solutions, LLC • Houston, TX, US
30+ days ago
Job type
  • Full-time
Job description
Benefits:
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

Financial Software Solutions, LLC (FSS) is a fast-growing SaaS fintech company delivering innovative financial software to legal and trustee professionals. We are seeking a Customer Support Specialist – Level 1 who is passionate about delivering exceptional customer experiences through phone and digital support channels.


This is a customer-facing, non-technical role focused on issue intake, basic troubleshooting, customer education, and relationship building—not software development or coding.

What You’ll Do


  • Serve as the first point of contact for customers via phone (50%+ of the day), email, and chat

  • Assist customers with platform questions, basic troubleshooting, and usage guidance

  • Accurately document customer issues and requests in our internal issue-tracking system

  • Set clear expectations around resolution timelines and provide proactive follow-up

  • Deliver remote customer training sessions and webinars as needed

  • Escalate complex issues appropriately and collaborate with internal teams

  • Build strong customer relationships that support a zero-attrition mindset
What We’re Looking For


  • 1–2 years of experience in SaaS customer support, help desk, or customer success

  • Excellent phone presence, verbal communication, and active listening skills

  • Strong problem-solving, critical thinking, and documentation abilities

  • Comfortable using Microsoft Office and remote tools (Zoom, Teams, etc.)

  • Associate degree or equivalent experience required; Bachelor’s degree preferred

  • Professional, dependable, and customer-focused mindset

  • Experience with database scripting is a plus (not required)

What Success Looks Like


  • Execution: Accurate, timely, and high-quality customer support

  • Teamwork: Strong collaboration with peers and internal partners

  • Integrity: Trust-building through professionalism and accountability

Benefits & Perks (Full-Time Employees)


  • Health and dental insurance

  • 401(k) with up to 4% company match after one year

  • Supportive, collaborative, close-knit team environment


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Customer Support Specialist Level 1 • Houston, TX, US

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