Tech Success Consultant

Location: Boise, Idaho, United States; on-site. Travel may be required to support other offices.

Salary: $70,320–$105,480 per year.

Company

hirify.global provides financial services, including insurance and investment solutions, supported by a nationwide network of financial advisors.

What you will do

• Build relationships with financial advisors, advisor teams, and network office leadership to understand business objectives and technology support needs.
• Help advisors use hirify.global’s technology tools to improve client experiences and productivity.
• Provide consultation and subject-matter expertise for technology needs, office remodels, new builds, upgrades, and customer-experience improvements.
• Manage escalations and project activities for enterprise technology implementations and upgrades, coordinating communication with local and corporate leadership.
• Deliver or support training, deployment communications, and technology best-practice sessions.
• Manage third-party technology vendors and support effective solution integration.

Requirements

• Bachelor’s degree in business or a related field, or equivalent experience.
• At least 2 years of related experience, including consulting with professionals in financial services or a similar industry.
• Experience coaching and training professionals and facilitating groups.
• Advanced knowledge of computer and mobile-device hardware, software troubleshooting, operating systems, and LAN environments.
• Ability to understand sales-focused software, build relationships, communicate with technical and non-technical audiences, and drive measurable improvements in adoption or sales outcomes.
• On-site work in Boise is required; travel to supported offices may also be required. Fingerprinting and completion of required FINRA-related forms are required.

Culture & Benefits

• Client interests are placed at the center of the organization’s work.
• The role supports collaboration among advisors, network offices, enterprise partners, and Home Office leadership.
• Continuous education, advanced training, and self-study are expected to maintain technology expertise.
• Compensation is determined based on skills, experience, market conditions, location, and hiring-process factors.
• hirify.global is an equal opportunity employer.