Customer Success Specialist

Wealth Solutions Inc; Grand Island (NE); On-site; USD 77,000 - 112,000; Full time

Benefits offered by this job

Flexible hours

Paid sabbaticals

Mentoring program

Job summary

Wealth Solutions Inc in Grand Island, NE seeks a Customer Success Specialist to drive revenue through accurate CRM forecasting, compelling demo delivery, and effective written communication. You will craft ROI narratives for CFOs, support sales motions with sharp copy, and help scale our customer success efforts.

The role emphasizes ownership from concept to delivery, strong Five9 know-how, and maintaining work-life balance with flexible hours and mentoring support.

Qualifications

• 5+ years of phone etiquette experience.
• Strong written and verbal communication skills.
• Solid foundation in QA monitoring built over 5+ years.
• Ability to own projects from concept through delivery.
• Demonstrated Five9 expertise in a fast-moving sales/marketing environment.

Responsibilities

• Frame ROI for a Grand Island CFO to defend internally.
• Keep CRM forecasts accurate and meaningful.
• Carry demos from screen-share to signature in one sitting.
• Write copy for ads, emails, and web pages that convert traffic.
• Pair a $77,000–$112,000 quota with disciplined forecasting.

Skills

Phone Etiquette

Five9 Expertise

QA Monitoring

Written Communication

Project Ownership

Tools

Five9

Job description

Wealth Solutions Inc is on a mission to own its category, and the right Customer Success Specialist will help us get there faster. The structure is built for growth: $77,000 - $112,000 now, sales marketing ownership soon, and a Wealth Solutions Inc ladder that keeps adding rungs.

Key Responsibilities

• Frame the plainspoken ROI a Grand Island, NE CFO can defend internally
• Keep the CRM honest so forecasts at Wealth Solutions Inc mean something
• Carry the demo from screen-share to signature in one sitting
• Write copy for ads, emails, and web pages that converts sales marketing traffic
• Pair a $77,000 - $112,000 quota with the discipline to forecast it straight
• Stitch together a referral program Wealth Solutions Inc customers want to share
• Build the Cold Calling report leadership checks before the NE review
• Sniff out the Five9 gap that's leaking deals at handoff

What You'll Bring

• The integrity to flag your own mistakes first
• 5+ years of Phone Etiquette reps, not just Phone Etiquette exposure
• A solid foundation in QA Monitoring, refined over 5+ years
• Sharp written and verbal communication, tested under scrutiny
• Comfortable owning projects from concept through delivery
• Demonstrated Five9 expertise in a fast-moving sales marketing environment

Wealth Solutions Inc is what happens when unpretentious engineers in Grand Island decide that good enough is the enemy of great Five9. We give people autonomy early and trust them to ask for support when they need it.

We value work-life balance, so expect $77,000 - $112,000, flexible hours, paid sabbaticals, and a supportive mentoring program.

This posting reflects an open need we are working to close this quarter.