[Remote] Customer Success Specialist - WFH

Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is dedicated to transforming financial literacy into a movement that uplifts communities. They are seeking a Customer Success Specialist who will manage client relationships and ensure excellent service delivery, while empowering clients to meet their financial goals.ResponsibilitiesAct as a dedicated contact for clients, championing their needs and satisfactionFoster clear and effective communication both internally and with clientsEducate and empower clients on critical financial topics, including insurance and retirement planningCustomize financial solutions to align with each client's unique challenges and aspirationsProactively seek and implement strategic upsell and cross-sell opportunities, enhancing the value delivered to clientsSkillsMust be 18+ years and legally eligible to work in the U.SSuccessfully pass a thorough background checkExceptional verbal and written communication skillsProficiency in CRM systems like Salesforce, with the ability to generate insightful reportsA keen eye for recognizing opportunities for growth and enhancement in client portfoliosWillingness to obtain a Life Producer license shortly after onboardingA background in customer service, leadership, or management is highly beneficialExperience or familiarity with educational, coaching, military, or athletic sectors valuedAn entrepreneurial mindset with a steadfast dedication to client successAdvanced negotiation and technical problem-solving skills are a plusBenefitsFlexible work schedule that respects your lifestyle.Engage fully with remote work, utilizing state-of-the-art online tools.Growth pathways are available to propel your leadership journey.Company OverviewA financial education and services firm that helps families understand money the way the wealthy do — things like how to grow it, protect it, and make it work for them instead of against them. It was founded in 2023, and is headquartered in Brentwood , MD, US, with a workforce of 11-50 employees. Its website is https://www.gfi-ikigai.com.