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This role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning.

YEAR

About GFI IkigaiAt 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: Client Success Advocate-PT We are seeking a driven and ambitious individual to join our team as a Client Success Advocate. As a vital part of our team, you will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. If you have a passion for helping people and making a meaningful difference, this could be the opportunity for you! 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 Client Success Advocate Daily Responsibilities Serve as a part-time Client Success Advocate 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 satisfactionNO Cold Calling, NO Door Knocking Requirements of the Client Success Advocate Role 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 licenseFamiliarity 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 Additional Qualifications Preferred backgrounds include customer service, leadership, and management Education, coaching, military, or elite athlete backgrounds are a great fit! Entrepreneurially-minded, self-motivated, and a desire to grow and help people Advanced negotiation techniques or technical troubleshooting skills may be beneficialJoin us as a part-time Client Success Advocate and contribute to making financial literacy and security attainable for everyone. We look forward to reviewing your application and exploring how we can achieve great results together!

GFI-Team Ikigai

Client Success Advocate-Part time/remote

Background Investigation

Budgeting

Coaching

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Support/Service

Estate Planning

Financial Literacy

Financial Planning

Identify Issues

Insurance

Leadership

Metrics

Military

Negotiation Skills

Online Training

Presentation/Verbal Skills

Retirement Planning

Revenue Growth

Sales Management

Salesforce.com

Time Management

United States Citizen

Writing Skills

The Hire Talent

You'll discover how our employees love their jobs, driven by the meaningful connections they make and the positive impact they have on our clients' businesses. At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company's success.

<div class="content-intro">OUR HIRING PROCESS:<ul><li>We will review your application against our job requirements. We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human. We do not think machines can evaluate your application quite like our seasoned recruiting professionals—every person is unique. We promise to give your candidacy a fair and detailed assessment.</li><li>We may then invite you to submit a video interview for the review of the hiring manager. This video interview is often followed by a test or short project that allows us to determine whether you will be a good fit for the team.</li><li>At this point, we will invite you to interview with our hiring manager and/or the interview team. Please note: We do not conduct interviews via text message, Telegram, etc. and we never hire anyone into our organization without having met you face-to-face (or via Zoom). You will be invited to come to a live meeting or Zoom, where you will meet our INFUSE team.</li><li>From there on, it's decision time! If you are still excited to join INFUSE and we like you as much, we will have a conversation about your offer. We do not make offers without giving you the opportunity to speak with us live.  INFUSE is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our <a class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://infuse.com/privacy-policy/" id="menur2ok1" rel="nofollow noopener noreferrer" target="_blank">Privacy Policy</a></li></ul> </div>Are you driven by the desire to deliver exceptional client experiences and thrive in a dynamic environment? At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company's success. This position offers an enriching path to professional growth and the unique opportunity to work with a variety of industries, ensuring no two days are the same. INFUSE has built a reputation as a beloved employer by prioritizing employee satisfaction and creating a workplace where everyone feels valued and connected. Joining our team means becoming part of a supportive community that celebrates every success and encourages continuous improvement. You'll discover how our employees love their jobs, driven by the meaningful connections they make and the positive impact they have on our clients' businesses.<hr/><h3 class="jobAdsItem-desc">Key Responsibilities</h3><div class="jobAdsItem-desc"><div class="jobAdsItem-desc"><ul><li>Build and maintain strong, long-lasting client relationships</li><li>Ensure the timely and successful delivery of our solutions according to client needs and objectives</li><li>Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders</li><li>Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment</li><li>Assist with challenging client requests or issue escalations as needed</li><li>Provide assistance across a variety of administrative and operational tasks, such as data entry, updating internal systems, or managing schedules.</li></ul><hr/><h3>Requirements</h3><ul><li>Proven track record of managing client relationships, preferably in a related field such as hospitality, client success, or sales</li><li>Strong communication and interpersonal skills</li><li>Can handle various tasks with attention to detail, managing priorities effectively in a fast-paced environment.</li><li>Empathetic understanding of client needs and ability to address them effectively</li><li>Ability to address challenges and proactively offer solutions.</li></ul><hr/>If you're passionate about building meaningful relationships and delivering top-notch client experiences, we'd love to hear from you. Apply now to embark on a rewarding career journey with INFUSE, where your ambitions and contributions are recognized and valued. Don't miss your chance to be part of a team that genuinely enjoys making a difference. Submit your application today!<hr/>We are an Equal Opportunity Employer. We make hiring decisions based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other characteristic protected under applicable law. We welcome applicants from all backgrounds and believe that diversity of experience, culture, and perspective makes us stronger.</div><div class="jobAdsItem-desc"> </div></div><div class="jobAdsItem-desc"> </div>

INFUSE

Client Success Associate (Entry level, Remote)

GreenHouseAPI

<div class="content-intro">OUR HIRING PROCESS:<ul><li>We will review your application against our job requirements. We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human. We do not think machines can evaluate your application quite like our seasoned recruiting professionals—every person is unique. We promise to give your candidacy a fair and detailed assessment.</li><li>We may then invite you to submit a video interview for the review of the hiring manager. This video interview is often followed by a test or short project that allows us to determine whether you will be a good fit for the team.</li><li>At this point, we will invite you to interview with our hiring manager and/or the interview team. Please note: We do not conduct interviews via text message, Telegram, etc. and we never hire anyone into our organization without having met you face-to-face (or via Zoom). You will be invited to come to a live meeting or Zoom, where you will meet our INFUSE team.</li><li>From there on, it's decision time! If you are still excited to join INFUSE and we like you as much, we will have a conversation about your offer. We do not make offers without giving you the opportunity to speak with us live.  INFUSE is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our <a class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://infuse.com/privacy-policy/" id="menur2ok1" rel="nofollow noopener noreferrer" target="_blank">Privacy Policy</a></li></ul> </div>Are you driven by the desire to deliver exceptional client experiences and thrive in a dynamic environment? At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company's success. This position offers an enriching path to professional growth and the unique opportunity to work with a variety of industries, ensuring no two days are the same. INFUSE has built a reputation as a beloved employer by prioritizing employee satisfaction and creating a workplace where everyone feels valued and connected. Joining our team means becoming part of a supportive community that celebrates every success and encourages continuous improvement. You'll discover how our employees love their jobs, driven by the meaningful connections they make and the positive impact they have on our clients' businesses.<hr/><h3 class="jobAdsItem-desc">Key Responsibilities</h3><div class="jobAdsItem-desc"><div class="jobAdsItem-desc"><ul><li>Build and maintain strong, long-lasting client relationships</li><li>Ensure the timely and successful delivery of our solutions according to client needs and objectives</li><li>Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders</li><li>Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment</li><li>Assist with challenging client requests or issue escalations as needed</li><li>Provide assistance across a variety of administrative and operational tasks, such as data entry, updating internal systems, or managing schedules.</li></ul><hr/><h3>Requirements</h3><ul><li>Proven track record of managing client relationships, preferably in a related field such as hospitality, client success, or sales</li><li>Strong communication and interpersonal skills</li><li>Can handle various tasks with attention to detail, managing priorities effectively in a fast-paced environment.</li><li>Empathetic understanding of client needs and ability to address them effectively</li><li>Ability to address challenges and proactively offer solutions.</li></ul><hr/>If you're passionate about building meaningful relationships and delivering top-notch client experiences, we'd love to hear from you. Apply now to embark on a rewarding career journey with INFUSE, where your ambitions and contributions are recognized and valued. Don't miss your chance to be part of a team that genuinely enjoys making a difference. Submit your application today!<hr/>We are an Equal Opportunity Employer. We make hiring decisions based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other characteristic protected under applicable law. We welcome applicants from all backgrounds and believe that diversity of experience, culture, and perspective makes us stronger.</div><div class="jobAdsItem-desc"> </div></div><div class="jobAdsItem-desc"></div>

Client Success Expert (Remote)

OTHER

In support of our growing Risk Advisory practice, we are seeking an experienced CMMC Certified Assessor (CCA) to support and perform CMMC assessments engagements across our client base. This role is ideal for someone who enjoys hands‑on assessment work, working closely with clients, and building deep technical expertise within a collaborative environment.

Overview:
Location: All locations in the United StatesWork Arrangement: Remote, Hybrid, or In-office  In support of our growing Risk Advisory practice, we are seeking an experienced CMMC Certified Assessor (CCA) to support and perform CMMC assessments engagements across our client base. This role is ideal for someone who enjoys hands‑on assessment work, working closely with clients, and building deep technical expertise within a collaborative environment. A Day in the LifeAs a CMMC Certified Assessor, you will support and perform assessments while working closely with Lead Assessors and client teams. A typical day may include:<ul style="margin-bottom:0in;margin-top:0px"><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">Supporting and performing CMMC Level 2 assessments in alignment with CMMC and DoD requirements.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">Evaluating control design and operating effectiveness and helping identify gaps and deficiencies.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">Gathering, reviewing, and validating assessment evidence and maintaining clear, well‑organized documentation.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">Contributing to high‑quality workpapers and assessment deliverables aligned with firm methodology and standards.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">Interacting directly with client personnel to obtain evidence, clarify requirements, and answer questions.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">Supporting Leads with project execution, timelines, and engagement coordination.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">Staying current on evolving CMMC guidance, DoD updates, and cybersecurity compliance trends.</li></ul> Who You Are<ul style="margin-bottom:0in;margin-top:0px"><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">You have a Bachelor’s degree in Information Security, Information Systems, Computer Science, Cybersecurity, a related field.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">You hold an active CCA (CMMC Certified Assessor) certification, including adjudicated Tier 3 background.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">You have 3+ years of experience in cybersecurity, compliance, risk management, or GRC, preferably in consulting or client‑facing roles.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">You have hands‑on experience supporting or performing CMMC readiness efforts and/or assessments.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">You have working knowledge of CMMC requirements, assessment objectives, and evidence expectations.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">You are detail‑oriented with the ability to manage tasks across multiple engagements.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">You are interested in continuing to grow within CMMC and cybersecurity compliance.</li><li style="margin:0in 0in 0in 0px;font-size:10pt;font-family:'arial' , 'helvetica' , sans-serif;color:black">You have the ability to travel up to 15%, as needed.</li></ul> Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact TogetherPeople join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. <a href="https://app.altrulabs.com/eidebailly/careers" rel="noopener nofollow noreferrer" target="_blank">Hear what our employees have to say about working at Eide Bailly.</a> Compensation: $80,000-$125,000Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. BenefitsBeyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next StepsWe'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws #LI-MB1#LI-REMOTE

Eide Bailly LLP

CMMC Certified Assessor - Remote Eligible

Adjudication

CCA - Citrix Certified Administrator

Computer Science

Computer Security

Consulting

Design Evaluation

Detail Oriented

Documentation

EIDE Standards

Information/Data Security (InfoSec)

Internet Security

Organizational Skills

Project Execution

Requirements Management

Risk

Risk Management

Team Player

United States Department of Defense (DoD)

Willing to Travel

[AW]-iCims

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