Customer Success Specialist

Job Summary

Working remotely within South Dakota, the full-time hourly Customer Success Specialist will serve as the primary contact for clients, utilizing chats, phone calls, and emails to educate customers about self-directed retirement accounts and ensure their satisfaction and retention.

Key responsibilities

• Engage with clients through various communication channels to provide guidance and proactive recommendations
• Build trust and rapport with customers, educating them on product features and addressing complex inquiries
• Collaborate with internal teams to enhance customer satisfaction and retention efforts

Required qualifications

• High school diploma or equivalent with 2 years of customer service experience
• Proven experience in customer support or as a Customer Success Professional
• Familiarity with Microsoft Office applications
• Strong organizational and time management skills
• Bachelor's degree or equivalent experience in related fields preferred but not required