Customer Success Specialist

Summary

Join Forge Trust as a Customer Success Specialist and become the primary point of contact for clients, providing exceptional service and support for self-directed retirement accounts. You will utilize various communication channels to educate clients, troubleshoot issues, and offer solutions. This fully remote position in South Dakota offers competitive compensation, a comprehensive benefits package, and opportunities for career growth. The role requires strong communication and problem-solving skills, along with customer service experience. A high school diploma or equivalent and two years of customer service experience are required. Forge Trust values its employees and offers a supportive work environment.

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

Benefits

• Remote Work Environment: You can work from the comfort of your own home if you have a reliable internet connection and a quiet, secure environment
• Career growth: You will have opportunities to learn new skills, take on new challenges, and advance your career within the company
• Competitive compensation: You will receive an hourly wage that reflects your skills and experience and is above the industry average
• Benefits package: You will enjoy health insurance, retirement plan, paid time off, employee discounts, and more
• Fun culture: You will work with a team of passionate, friendly, and supportive colleagues who share your values and vision
• Full Benefits include Medical, Dental, Vision, Life, Disability and 401(k) plan
• Fully Remote!
• $20 hr. + based on experience
• Internet stipend available