Orion Advisor Solutions

About this Opportunity:

As a Client Solutions Consultant, you will be responsible for onboarding and ongoing support of the client's personalized Summit experience. The ideal candidate should be able to understand and translate a clients business need to a corresponding user view/experience within the platform. The candidate will work closely with the product and development teams to ensure successful implementation of any unique client projects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:

Candidates must work in-office at one of the following locations for at least 3 days per week: Jacksonville, FL.

For Internal Candidates:

All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you’ll get to:

• Effectively understand a clients business model, client base, current technology components, growth strategy and desired user experience
• Translate business needs into an implementable user experience using the know your client function
• Work with internal product, operations, onboarding, and development teams to ensure all data connectivity and visualizations meet client needs
• Use industry and product specific knowledge to provide the client with a consultative experience to set proper expectations for creating their vision for the personalized experience
• Identify any additional opportunities for Orion to help the client with any other products or services

We’re looking for talent who:

• Understands the clients' full data model including integrations, APIs, database configurations, workflows, and automations
• Has familiarity with front end UX design features including responsive design, user journey mapping, prototyping and usability testing
• Has ability to effectively utilize user-centric design thinking to identify, troubleshoot and overcome any challenges that need to be addressed proactively to ensure the platform meets their needs and accomplishes business goals
• Effectively manages multiple projects simultaneously
• Successfully gathers full requirements, manages client expectations, communicates effectively and has strong organizational skills to meet deadlines in a fast-paced environment
• Has a minimum of a bachelor’s degree
• Has a minimum of 7 years of experience
• Obtains Orion Industry Certification
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

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Salary Range:

$72,860.00 - $110,014.00

The 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.