Client Consultant: Remote

Client Consultant at GFI-Team Ikigai

About Us

Welcome to GFI-Team Ikigai, where we aim to revolutionize financial literacy on a global scale. Our mission is to empower communities with innovative financial solutions and educational resources that transform financial journeys. We foster an entrepreneurial spirit and offer a flexible work environment, allowing our team members to make meaningful contributions with limitless growth potential. Join our dynamic team where your impact will be profound!

Why This Role Is Unique

The Client Consultant is vital in nurturing long-lasting relationships with clients while facilitating exceptional service. The role involves enhancing client satisfaction, resolving issues, and contributing to client retention and business growth. As a consultant, you will not only be a point of contact for our valued clients but also an advocate for their needs within GFI-Team Ikigai. This is an opportunity to develop your business acumen within a supportive and growth-focused framework.

Your Core Objectives

• Client Satisfaction: Achieve high client satisfaction through top-notch service and prompt resolution of inquiries and complaints.
• Relationship Building: Develop and maintain trust and loyalty with clients.
• Growth Facilitation: Identify opportunities for upselling and cross-selling that align with client needs and objectives.
• Collaborative Engagement: Work with cross-functional teams to address client queries, ensuring seamless service delivery.

Defining Success Together

• Become a trusted expert providing long-term support as client needs evolve.
• Expand and nurture a client base focusing on acquisition and relationship-building.
• Deliver exceptional client experiences resulting in positive feedback and satisfaction.
• Enhance leadership by mentoring peers and strengthening team capabilities.

Who We're Looking For

• Visionary communicators with exceptional verbal and written skills.
• Detail-oriented individuals with a strong understanding of client relationship management.
• Entrepreneurially-minded professionals ready to make a meaningful impact.
• Proactive problem solvers with a continuous improvement mindset.

Perks and Benefits

• Opportunity for personal growth in a culture dedicated to development, with potential earnings ranging from $65k to $85k annually for part-time positions, with prospects for full-time roles.
• Enjoy a flexible work environment rich with advancement opportunities.
• Access to both part-time and full-time career paths with GFI-Team Ikigai.

Step Into Your Future Today

If you're an ambitious individual with a mission-driven mindset ready to inspire positive change through financial empowerment, we want to hear from you. Submit your resume and be a part of this transformative journey with GFI-Team Ikigai to be at the forefront of changing lives.

Objectives and Key Results (OKRs)

• Maintain high client satisfaction and trust.
• Reduce client churn and maintain renewal performance.
• Grow account value through appropriate product/service expansion.
• Ensure operational reliability and contractual compliance.

Key Performance Indicators (KPIs)

• Client Satisfaction (CSAT) and/or NPS scores for assigned accounts (average and trend).
• Time-to-resolution for complaints and escalations (median and SLA compliance %).
• Renewal rate and retention percentage for portfolio (quarterly/annual).
• Revenue from upsell/cross-sell attributable to the consultant (quarterly/annual).
• Churn rate (voluntary and involuntary) within assigned accounts.