Forge
Builtin · Indexed 2026-07-03
Customer Success Specialist
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Indexed description
Forge Customer Success Specialist YesterdaySaved Easy Apply Remote or Hybrid South Dakota, USA Easy Apply 20-20 Hourly Junior 20-20 Hourly JuniorFintech • Financial ServicesServe as first point of contact for clients managing self-directed retirement accounts via chat, phone, and email. Educate customers, troubleshoot issues, provide proactive recommendations, guide inquiries to resolution, and collaborate with internal teams to ensure satisfaction and retention.Top Skills: MS Office
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