Customer Success Associate Contractor

Cerebras; Perímetro Urbano Medellín; Presencial; USD 15.000 - 25.000; Jornada completa

Descripción de la vacante

A leading fintech startup is seeking a Customer Success Associate Contractor to enhance client services through AI tools. This dynamic role involves managing client relationships, guiding onboarding, and leading projects, offering flexibility and opportunities for growth. Ideal candidates will have 1-2 years of experience in customer service or account management, strong communication skills, and a proactive mindset.

Servicios

Flexible and independent contractor role

Hands-on experience in AI-driven strategies

Formación

• 1-2 years in customer service or account management, preferably in financial services.
• Strong written and verbal communication skills.
• Ability to analyze complex topics and implement solutions.

Responsabilidades

• Manage client relationships and guide onboarding processes.
• Conduct regular check-ins to assess client satisfaction.
• Lead diverse, high-impact projects with internal teams.

Conocimientos

Communication

Problem-Solving

Organizational Skills

Self-Motivation

Technical Aptitude

Descripción del empleo

Company Overview:
At ForUsAll, we’re revolutionizing the U.S. retirement industry with cutting-edge AI technology. Based in San Francisco, our fintech startup is on a mission to provide cost-efficient retirement solutions for small and mid-sized businesses. Founded by industry pioneers who reimagined 401(k) plans for Fortune 500 companies, we’re supported by top-tier venture capitalists and financial tech experts who share our passion for empowering everyday Americans to achieve financial security.

Position Overview:
We’re looking for a Customer Success Associate Contractor—a proactive, customer-focused professional eager to make an impact in a dynamic, fast-paced environment. This role offers flexibility, independence, and the opportunity to work closely with a dedicated team while contributing to the automation of processes that enhance client services. As a Customer Success Associate Contractor, you will play a key role in fostering strong client relationships, guiding onboarding processes, and implementing AI-powered solutions to improve efficiency and client outcomes.

What You’ll Do:

Leverage and Learn AI Tools:

• Explore and integrate AI technologies into day-to-day processes to enhance efficiency and elevate client experiences.

Client Relationship Management:

• Serve as the primary contact for clients and their employees, addressing inquiries and resolving issues with professionalism.

• Build and nurture strong relationships by understanding client goals and identifying ways to enhance their retirement plans.

• Guide clients through a seamless onboarding process.

Proactive Client Engagement:

• Conduct regular check-ins to assess satisfaction, uncover needs, and recommend tailored solutions.

• Document common client inquiries and share insights to optimize processes and improve the overall customer journey.

Project Leadership:

• Manage diverse, high-impact projects throughout the year, coordinating with internal teams and external stakeholders to deliver exceptional results on time.

What We’re Looking For:

• Experience: 1–2 years in customer service or account management, preferably in financial services or retirement planning.

• Communication: Strong written and verbal communication skills, with the ability to connect and build trust with clients.

• Problem-Solving: A systems thinker who can analyze complex topics, identify root causes, and implement scalable solutions.

• Organizational Skills: Proven ability to manage multiple tasks and meet competing deadlines in a fast-paced environment.

• Self-Motivation: High level of accountability, attention to detail, and a drive to succeed independently.

• Technical Aptitude: Familiarity with or enthusiasm for learning AI-powered tools and technologies to enhance client services.

Why Join Us?

• Collaborate with a passionate and experienced team transforming the retirement industry.

• Gain hands-on experience in AI-driven customer success strategies.

• Flexible and independent contractor role that values your growth and contributions.

Ready to make an impact?
Join us at ForUsAll and be part of a team dedicated to building brighter financial futures for everyday Americans.

ForUsAll is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status and operate in compliance with the San Francisco Fair Chance Ordinance.