# Customer Success Specialist

**Company:** [Forge](https://hotfix.jobs/companies/forge)
**Location:** Remote
**Role:** Customer Success
**Salary:** From $42k/yr
**Experience:** 2+ years
**Skills:** Customer Support, Customer Success, Microsoft Office, verbal communication, written communication, Problem Solving, time management
**Posted:** 2026-07-21

> Serve as the primary point of contact for clients with self-directed retirement accounts at Forge Trust. Handle inquiries via chat, phone, and email; educate customers, solve problems, and collaborate across teams to drive satisfaction and retention. Requires 2+ years customer service experience.

## Job Description

## What you'll do
As a Customer Success Specialist, you will be the first point of contact for our clients and the voice of our customer in every interaction. You will:

- 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.

## What you'll need
To succeed in this role, you will need:

- 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.
- A bachelor's degree or equivalent experience in related fields is preferred but not required.

## Why work for Forge Trust?
At Forge Trust, we value our employees as much as our customers. We offer:

- 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.

## About this position
This position is based out of Sioux Falls, SD and is fully remote anywhere in South Dakota.
Monday – Friday, Hours 10:30 am to 7:00 pm CST
Full Benefits include Medical, Dental, Vision, Life, Disability and 401(k) plan.
$20 hr. + based on experience.
Internet stipend available.
Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication

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