Customer Success Specialist

Summary

Join Forge Trust as a Customer Success Specialist and be the first point of contact for clients, providing exceptional service and support for self-directed retirement accounts. You will use various communication methods to educate clients, solve problems, and offer proactive recommendations. This fully remote position, based in South Dakota, offers competitive compensation, a comprehensive benefits package, and opportunities for career growth. The ideal candidate possesses strong communication skills, customer service experience, and the ability to manage multiple tasks effectively. Forge Trust values its employees and offers a fun, supportive work environment. Apply today to join our team!

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