Forge is hiring a
Customer Success Specialist in United States

Summary

The job is for a Customer Success Specialist at Forge Trust, a company offering self-directed retirement accounts. The role involves being the first point of contact for customers, educating them about products and services, building trust, problem-solving, and collaborating with other teams to ensure customer satisfaction and retention. The position is based out of Sioux Falls, SD and is fully remote anywhere in Minnesota.

Requirements

• A high school diploma or equivalent and 2 years of customer service experience
• Proven customer support experience or experience as a Customer Success Professional
• Strong verbal and written communication skills as well as excellent phone etiquette
• Familiarity with Microsoft Office
• Customer orientation and ability to adapt/respond to different types of clients
• Ability to multi-task, prioritize, and manage time effectively
• Strong organizational and time management skills
• Ability to solve complex problems from start to finish
• Independent thinking skills while working with customers and team members

Responsibilities

• Use chats, phone calls, and emails to listen, teach, problem solve and provide proactive recommendations to our clients
• Build trust and rapport with customers, educate them on the features and benefits of our products and services, and provide potential solutions to complex situations
• Guide them through each inquiry from start to finish
• Collaborate with other teams to ensure customer satisfaction and retention

Preferred Qualifications

A bachelor's degree or equivalent experience in related fields is preferred but not required

Benefits

• Remote Work Environment
• Career growth
• Competitive compensation
• Benefits package (includes Medical, Dental, Vision, Life, Disability and 401(k) plan)
• Paid time off
• Employee discounts
• Fun culture