Overview:
We’re looking for a customer-focused support specialist to join our team. You’ll be the main point of contact for program participants, ensuring they receive excellent support from enrollment through completion. This is a fully remote role open to applicants worldwide.
What You’ll Do:
Support & Engagement
● Build strong relationships with participants and provide consistent support throughout their program journey.
● Reach out proactively via email, phone, and text at key milestones to encourage engagement.
● Join live program calls to connect with participants and address their needs in real time.
● Answer participant questions, help resolve obstacles, and provide motivation.
● Respond quickly and professionally to all support requests and concerns.
● Deliver friendly, professional email support that reflects our commitment to quality.
Onboarding & Retention
● Manage the participant onboarding process to create a welcoming first experience.
● Monitor participant progress and use outreach to improve engagement and retention.
● Make welcome calls, send messages, and maintain contact with participants throughout their program.
Operations & Administration
● Maintain accurate participant records, outreach schedules, and support plans.
● Assist with customer service projects that enhance the participant experience.
● Support data collection, tracking, and reporting activities.
● Learn payment processing functions, including updates and cancellations.
● Provide support during evenings and weekends when needed.
Team Collaboration
● Communicate regularly with your manager and team via weekly check-ins.
● Participate in weekly team calls.
● Supervise and coordinate two part-time support team members.
● Use AI tools to help automate and improve support workflows.
Skills & Experience Needed:
● Excellent verbal and written communication skills.
● Strong customer service mindset and interpersonal skills.
● Highly organized with attention to detail.
● Good time management and ability to meet deadlines.
● Self-directed and reliable in a remote environment.
● Creative problem-solving skills.
● Comfort with Microsoft Office (Word, Excel) and willingness to learn new platforms.
● Openness to using AI tools as part of your daily work.
● Experience in financial services is a plus, but not required.
What We Offer:
● Fully remote work – operate from anywhere with a reliable internet connection.
● Full training and onboarding to set you up for success.
● Opportunity to develop your skills in a collaborative, supportive environment.
● Potential to grow within the organization.
Work Requirements:
● Work full-time hours from a professional home office setup.
● Be available and on video during standard business hours: Monday–Friday, 8:00 AM–5:00 PM (US Central Time).
● Some after-hours and weekend availability may be required periodically.
Role Details:
Rate: Competitive entry-level pay, details shared upon application.
Contract Type: Independent Contractor
Schedule: Full-time, Monday–Friday, 8:00 AM–5:00 PM US Central Time
Location: Fully Remote – Open to applicants worldwide
Ready to get started? Submit your application below.