Cold Calling Skills, Communication Skills, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Customer Training, Customer/Client Research, Develop and Maintain Customers, Financial Literacy, Financial Services, Market Surveys, Performance Metrics, Presentation/Verbal Skills, Problem Solving Skills, Sales, Salesforce.com, Service Delivery, Time Management, Up-Selling, Writing Skills
Position: Customer Relations Associate - Part Time Remote
About GFI-Team Ikigai
At GFI-Team Ikigai, we are committed to helping individuals overcome financial literacy challenges and achieve growth, both personally and professionally. Our services and tools empower communities worldwide, providing diverse career paths and fostering financial independence. As a Customer Relations Associate, you will be joining a team dedicated to fostering these values.
Role Overview
The Customer Relations Associate will play a pivotal role in maintaining and enhancing customer relationships on a part-time basis. This remote position requires a proactive individual who thrives in a customer-centric environment and is committed to delivering exceptional service. Your primary focus will be on customer satisfaction, relationship management, and support.
Daily Responsibilities
- Serve as a primary contact for clients and ensure their queries are resolved effectively.
- Engage with clients to provide timely and professional support.
- Educate clients on financial products and services, helping them make informed decisions.
- Identify opportunities for upselling and cross-selling to enhance customer satisfaction.
- Utilize CRM systems for effective customer relationship management and reporting.
- Maintain high standards of customer service without the need for cold calling or door knocking.
Key Performance Objectives (OKRs)
- Deliver a satisfaction rate of 90% in customer feedback surveys.
- Achieve a monthly customer retention rate of 95%.
- Identify and action two new sales opportunities per quarter to enhance service delivery.
- Ensure CRM data is 100% up-to-date to facilitate prompt communication and service delivery.
Key Performance Indicators (KPIs)
- Customer satisfaction score in monthly surveys.
- Customer retention rates and upsell percentages.
- CRM accuracy and data completeness.
- Response time for customer queries and issue resolution.
Requirements
- Must be 18 years or older and eligible to work in the U.S.
- Strong verbal and written communication skills.
- Familiarity with CRM systems like Salesforce.
- Experience in customer service, sales, or a related field is preferred.
- Life Producer license within two weeks of employment.
Why Join Us?
- Flexible scheduling and remote work setup.
- Opportunities for career development and growth.
- Competitive part-time compensation ($30,000 - $50,000), with advancement potential based on personal goals.
Join GFI-Team Ikigai as a part-time Customer Relations Associate and help us build lasting financial security for all clients. We value your interest and look forward to exploring how we can reach new milestones together.