About Us

AdvicePay is a billing and payment workflow platform that enables financial services firms and their advisors to shift their focus toward giving advice to people still building wealth, instead of only those who already have it. Historically, financial planning advice was only available to the affluent, who could afford to pay a financial advisor’s fees directly from their portfolios. We set out to change that, as we believe personal financial planning advice should be available to all. In doing so, we’ve become the very first and only technology solution created specifically for fee-for-service financial planning.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the 2022 Inc. 5000 list of America's Fastest-Growing Private Companies (and #1 in Montana!) as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries. Additionally, our sister company, XY Planning Network, was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine and by the 2019 InvestmentNews Excellence in Diversity & Inclusion Awards. And since we work in the same office and have many of the same benefits and awesome core values, we like to say “we basically won too!”

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

About the Platform

AdvicePay is the industry-leading billing and payment workflow solution created specifically for fee-for-service financial planning. Financial services firms and their advisors benefit from efficient workflows designed exclusively to support their fee-for-service financial planning revenue, including up-to-date compliance and data security management, all in one unified platform.

All of the core functions available within the AdvicePay platform — invoicing, document eSignatures, approvals, and deliverables — can be bundled together in fully customizable and automated sequences that make providing and overseeing fee-for-service financial planning both fast and compliant.

The innovation that AdvicePay has created - facilitating the feasibility, at scale, of a new fee-for-service financial advisor business model is accelerating the entire industry’s ongoing transition from commissions to fees, and from Baby Boomers to serving Gen X and Gen Y clients, from individual RIAs to the country’s largest broker-dealers and their hybrid RIA platforms.

About the Position

Our Customer Support Specialists (aka Happiness Allies) are the primary point-of-contact for our amazing users and their clients. This is a part-time position for a conscientious and kind individual with a passion for summoning smiles and delivering thoughtful help. You'll delight our users with prompt, thorough, and heart-warming support they can't help but tell their peers about!

Your primary responsibilities will include answering product and billing-related questions, tracking feature requests and following up with users once they’re released, and investigating and reporting bugs.

We’re excited about you because your strong writing skills, sincere empathy, and smart approach to service will create happy AdvicePay enthusiasts who fully embrace the platform and its awesome features. If this fires you up, we can’t wait to meet you!

What You’ll Be Doing

• Becoming an AdvicePay extraordinaire. You’ll know the app so well, you may even have dreams about it!

• Swiftly replying to customer emails with well-written, generous, authentic responses via our help desk software (Help Scout)

• Investigating and resolving both basic and complex support issues in a simple, straightforward way

• Troubleshooting and clearly reporting bugs to AdvicePay’s developers

• Tracking our customer’s feature requests - AdvicePay is built for them after all!

• Recording brief tutorial videos to respond to customer emails when helpful

• Summarizing support questions, complaints, compliments, and metrics for the Customer Success team, as needed

• Spreading the love to teammates by faithfully documenting troubleshooting steps and work processes so we can learn from - and follow! - them

• Conquering other department or company-related projects and tasks as needed

The Deets

• Start Date: Immediately

• Status: Part-Time, hourly non-exempt. We have 2 part-time positions available.
  • Position 1: Monday-Friday 8am MT-1pm MT (about 25 hours/week)
  • Position 2: Monday-Friday 1pm MT-5pm MT (about 20 hours/week)

• Location: Bozeman, MT or Remote within the United States

• Department: Customer Success

• Reports to: Senior Customer Support Manager

• Direct Reports: None

Students, military spouses, parents, those looking for a career change, and formerly retired all encouraged to apply!

Compensation & Benefits

• Salary: $21.84 per hour based on accountabilities for the position and our transparent salary structure shared with all Team Members during their first week. $1/hour raise every 6 months when meeting performance expectations

• 401(k) with match - you put in 6% and we put in 4.5%

• Paid Time Off accrued of up to 2 weeks per year

• 6 weeks of paid parental leave for the birth, adoption or fostering of a child

• Health benefits package provided of up to $150/month

• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options

• $1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee

• $125/quarter to spend on yourself specific to our core value of “Be Well Being You”

• $500 donated to a non-profit organization of your choice when you volunteer 40 hours/year

• $1,000/year in Professional Development funds

• Company-owned MacBook Pro provided

Please see our Dream Team Handbook for more info about the benefits and perks we offer!

What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications, still apply!)

• 2+ years of experience working with customers, either face-to-face or online (in any industry or capacity)

• Superpowers in communicating with positivity and precision via the written word: you can write instructions in a simple and clear way, “speak” with warmth and humility, and typos are definitely one of your biggest pet peeves

• Detective-level reading, analyzing, and sleuthing skills - so that customer issues are understood, diagnosed, and answered correctly the first time

• Your humble, friendly self - with a smile so big they can feel it through your emails!

• A bottomless well of patience and empathy (but not a doormat)

• Skill in anticipating possible next questions that people have, so that our hard-working customers can get on with their day instead of spending time writing us follow-up emails

• A love of detailed work that requires both accuracy and consistency. You’re the master of ensuring nothing falls through the cracks!

• Experience going “above and beyond” and thinking one step ahead in order to thrill customers both in small and mighty ways

• Ease with technology (learning new apps is a welcome challenge, and you are confident in your ability to troubleshoot and analyze in a systematic way when using tech!)

• The ability to prioritize work, follow through on requests, take initiative, work both independently and collaboratively, and consistently meet deadlines

• Willingness and excitement around independent learning. While our Happiness Ally training includes both a self-guided learning experience and 1:1 training sessions, many of our resources encourage autonomous learning (e.g. hands-on testing of demo app site, reading our knowledge base articles, reviewing pre-recorded demos, etc.). You are excited to jump right in and learn all you can!

• A dependable, harmonious work ethic. You show up ready to knock out great work, and you’re keen to make sure you’re contributing to your teammates’ efficiency + enjoyment at work, too.

• High sense of personal responsibility + integrity

• An understanding of and strong alignment with our core values

• Legally authorized to live and work in the United States

What Will Make Us Drool

• Experience providing customer service in a startup environment, especially over email

• Exposure to the world of financial planning, accounting, payment processing, SaaS, or FinTech

• Education or experience in writing, communications, journalism, or a related field

P.S. You may have caught on that we're looking for a superstar to join our team. If you're feeling like you don't have a platinum record (yet!), don't let the confidence gap or imposter syndrome get in your way of applying - we would love to hear from your talented self.

Application

• Resume (to be uploaded)
• A few quick questions to help you showcase your skills and stand out from the crowd!
• Applications will be reviewed as they are received

Process

• Initial screen via audio and/or video (your choice!) answering a few short questions about AdvicePay and the position

• First-round interview

• Work sample

• After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk folder or a Promotions tab!)

AdvicePay believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.