Forge is hiring a
Customer Success Specialist

Summary

Join Forge Trust as a Customer Success Specialist and be part of a team that empowers investors to diversify their portfolios with alternative assets. As the first point of contact for clients, you will use chats, phone calls, and emails to listen, teach, problem solve, and provide proactive recommendations. With a high school diploma or equivalent and 2 years of customer service experience, you will have opportunities to learn new skills, take on new challenges, and advance your career within the company.

Requirements

• A high school diploma or equivalent
• 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

Benefits

• Remote Work Environment
• Career growth
• Competitive compensation
• Benefits package
• Fun culture