Customer Support Specialist

Investment Strategies Group

Saint Paul (MN)

On-site

USD 74,000 - 107,000

Full time

14 days+

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Benefits offered by this job

Mentor
Benefits suite

Job summary

Investment Strategies Group in Saint Paul, MN seeks a Customer Support Specialist to uncover sales opportunities and manage data with Freshdesk expertise. The role emphasizes CRM accuracy, monthly forecasting, and cross-functional storytelling to align finance, marketing, and clients.

With a salary range of $74,000 - $107,000, the position offers mentorship, a benefits suite, and growth potential as data entry evolves into senior responsibilities.

Qualifications

  • Must demonstrate high attention to detail and accuracy.
  • Excellent written communication for emails and proposals.
  • Diplomatic skills to align stakeholders with differing views.
  • Curiosity about the Minnesota market and local business dynamics.

Responsibilities

  • Pitch Investment Strategies Group at $74,000 - $107,000 value to prospects.
  • Maintain accurate records in the CRM and forecast monthly bookings.
  • Discuss numbers with finance and share vision with prospects.
  • Mine data entries to craft compelling narratives that win deals.
  • Represent MN and nurture relationships that convert to revenue.

Skills

Attention to detail
Written communication
Diplomacy
MN market curiosity

Tools

Freshdesk
Genesys Cloud
Gorgias

Job description

Growth lives in the gaps competitors ignore, and Investment Strategies Group's Customer Support Specialist role exists to find them across Saint Paul, MN. With $74,000 - $107,000 on the table, this mid-level role rewards 4 years of Freshdesk with autonomy and team-driven growth.

Key Responsibilities
  • Pitch Investment Strategies Group at $74,000 - $107,000 value without apologizing for the price
  • Maintain accurate records in the CRM and forecast monthly bookings
  • Talk numbers with finance, then talk vision with prospects
  • Mine Data Entry data for the calmly-fast-moving story that wins the room
  • Carry the MN number and the relationships that make it real
What You'll Bring
  • The kind of attention to detail that catches what spell-check misses
  • Written communication clear enough to survive a forwarded email chain
  • Hands-on command of Genesys Cloud, with Gorgias as a close second
  • The diplomacy to align stakeholders who don\'t agree yet
  • A MN sensibility, or genuine curiosity about this market

The story of Investment Strategies Group is really the story of Saint Paul, MN betting on a hands-on idea about sales marketing and being proven right. Our MN crew runs on candor, caffeine, and a stubborn refusal to ship sloppy work.

Our offer to you: $74,000 - $107,000, a mentor, a benefits suite, and the latitude to grow your Data Entry into something senior.

Refreshed minutes ago, this Customer Support Specialist req is wide open and taking applications.

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