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Forge Builtin · Indexed 2026-07-22

Customer Success Specialist

Remote or Hybrid, Oregon, United States Remote

Builtin
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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 end-to-end, provide proactive recommendations, build rapport, and collaborate cross-functionally to ensure satisfaction and retention.Top Skills: MS Office

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