Technical Support Specialist - tastytrade, Inc.

Company: tastytrade Role: Technical Support Specialist Location: Chicago, IL – In-Person (5 days/week) Reports to: Trade Desk Team Lead/Manager Licensure Required: None

As a Technical Support Specialist with tastytrade, you will be the frontline expert for resolving technical and platform-related issues for our customers. You will assist traders via phone, email, and chat with everything from basic website navigation and software installation to complex troubleshooting of hardware, operating system, and connectivity issues across multiple platforms (desktop, web, mobile). Your role is critical in ensuring customers can access and utilize our trading technology seamlessly, enabling them to focus on their trading strategies rather than technical obstacles. You will serve as the bridge between customers and our Engineering team, documenting bugs, feature requests, and system improvements while providing exceptional technical support.

What You'll Do:

Technical Troubleshooting

• Diagnose and resolve hardware and software issues across Mac, Windows, iOS, Android, and Linux
• Troubleshoot platform access, login problems, two-factor authentication, and connectivity issues
• Resolve network problems, VPN configurations, firewall settings, and ISP conflicts
• Assist with software installation, updates, and version compatibility
• Troubleshoot display issues, multi-monitor setups, data feeds, and order entry system errors

Customer Support

• Provide friendly, professional support via phone, email, and chat
• Guide customers through troubleshooting steps using clear, verbal instructions tailored to their skill level
• Document all interactions thoroughly in Salesforce
• Manage multiple support channels while maintaining high-quality service
• Escalate complex issues to Trade Desk Representatives or Engineering when needed

Platform & User Education

• Assist with platform navigation, customization, and workspace optimization
• Guide users through settings, preferences, and configuration options
• Help customers transition seamlessly between desktop, web, and mobile platforms

Engineering Collaboration

• Create detailed JIRA tickets for bugs, feature requests, and functionality issues
• Document technical issues with reproduction steps, screenshots, and error messages
• Identify patterns in customer issues and communicate systemic problems to Engineering
• Test platform updates in staging environments
• Collaborate with Product Content team to improve help documentation

Who You Are:

Experience

• 1-3 years in customer service, support, help desk, or technical support role
• Experience supporting users across multiple operating systems and devices
• Familiarity with ticketing systems (JIRA, Confluence, Salesforce) preferred