Client Success Specialist

GFI-Team Ikigai • Broken, OK

4d • Remote

About The Position

About GFI Ikigai At GFI Ikigai, we are on a mission to combat financial illiteracy and make a positive impact on communities worldwide. We take pride in our commitment to excellence, providing online tools and in-house training for personal and professional growth. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people. About the Position: Lead Associate We are seeking a driven and ambitious individual to join our team as a Lead Associate. As a vital part of our team, the Lead Associate will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. If you have a desire to help people and make a difference, this could be the opportunity for you!

Requirements

• 18 years or older and a U.S. citizen
• Pass a background check
• Strong verbal and written communication and customer relationship management skills
• Must have or obtain within first 2 weeks a Life Producer license
• Familiarity with CRM systems (e.g., Salesforce) and basic reporting
• Ability to interpret account health metrics and prepare concise summaries
• Experience or aptitude for identifying expansion opportunities

Nice To Haves

• Customer service background
• Leadership background
• Management background
• Education background
• Coaching background
• Military background
• Elite athlete background
• Entrepreneurially-minded
• Self-motivated
• Desire to grow and help people
• Advanced negotiation techniques
• Technical troubleshooting skills

Responsibilities

• Serve as a part-time Lead Associate and key contact for clients, ensuring their total satisfaction
• Interact with clients and associates, providing timely, professional, and courteous support
• Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
• Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
• Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
• Complete 95% of assigned deliverables on or before agreed deadlines for each quarter.
• Maintain documented runbooks and process maps for core activities with 90% completeness across required sections.
• Reduce average issue resolution time for operational blockers by 30% within two quarters.
• Deliver weekly status reports to stakeholders with >98% on-time submission rate.
• Identify and implement at least three process improvements per year that reduce manual effort or error rates by a quantifiable margin.
• Achieve error/defect rates below established thresholds (as defined per project) in 90% of monitored activities.

Benefits

• Flexible scheduling with personalized customization
• 100% remote position with comprehensive online tools and training
• Leadership development opportunities
• Competitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goals

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed