65 applicants

Company

FMG · 1 day ago

Enterprise Success Specialist (Remote)

United States

Full-time

Remote

Entry Level

$18/hr - $21/hr

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Responsibilities

Support the cultivation and growth of robust relationships with enterprise clients, gaining insight into their business goals and requirements through support and training.

Research / problem-solve complex support issues and file bug reports as necessary.

Collaborate with internal teams to get questions answered.

Help identify opportunities for upselling and cross-selling products and services to existing clients.

Monitor client satisfaction and promptly resolve any issues to maintain high client retention rates.

Play a key role in supporting the Enterprise Success Manager by coordinating and attending meetings and tracking tasks.

Manage and update documentation as necessary to ensure other departments have access to accurate information at all times.

Access to a private & secure workspace, free from distractions.

Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor.

An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client Relationship ManagementCRM SoftwareMicrosoft Office SuiteGoogle WorkspaceB2B ExperienceFinancial Services Experience

Required

Deliver exceptional customer service in every interaction, seeking opportunities to provide a positive, memorable experience.

Comfortable engaging with all levels of client personnel, from entry-level staff to VPs.

Demonstrate a caring, positive, and cheerful demeanor; adaptable and supportive, even in high-pressure situations. Empathy under pressure is crucial.

Excel at multitasking, managing multiple accounts simultaneously with meticulous attention to detail.

Communicate effectively, both in writing and verbally.

Proactive problem solver.

Thrive both independently and in a team environment.

Enjoy working in a fast-paced setting.

Self-directed learner.

Proven experience as an excellent client support specialist, particularly in a B2B or enterprise setting.

Strong grasp of client relationship management.

Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.

Analytical mindset with the capability to problem solve and make informed decisions.

Results-oriented with great attention to detail.

Ability to work independently and collaboratively in a fast-paced environment.

Proficiency in CRM software and Microsoft Office Suite/Google Workspace.

Preferred

Bachelor’s degree is preferred.

Experience in the financial services sector is a plus.

Benefits

Generous paid Holiday schedule with a paid Winter Holiday Shutdown week

Comprehensive paid time off policies including vacation, sick, parental, and bereavement leave.

Robust Insurance Plan including:

Medical with $0 co-pay Telehealth plan

Dental

Vision

Health Savings Account (HSA) with generous employer contributions

Flexible Spending Accounts (FSA)

Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage

Company-paid Short & Long Term Disability coverage

Company-paid Employee Assistance Program (EAP)

Matching 401(k) with immediate full vesting

Employee Events Committee that plans fun in-person and virtual events

On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit

Internet & Gym Reimbursement!

Work computer equipment is provided to help you succeed :)

Company

FMG

From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers.

Founded in 2011