Note: The job is a remote job and is open to candidates in USA. GFI-Team Ikigai is on a mission to enhance financial literacy across communities, and they are seeking a skilled Financial Strategist to join as a Remote Client Relations Specialist. In this part-time role, you will engage in vital inside sales activities, manage customer accounts, and drive revenue growth while ensuring customer satisfaction in a remote environment.

Responsibilities

• Enhance and preserve existing customer accounts by managing renewals and proactively seeking expansion opportunities
• Conduct strategic virtual engagements with clients via phone, email, and online meetings to address their financial goals and needs
• Apply innovative strategies to cross-sell and upsell, transforming client interactions into enduring partnerships
• Master the art of forecasting, delivering insightful reports on key metrics to amplify revenue predictability
• Ensure seamless customer journeys by maintaining precise CRM data and operational efficiency
• Strengthen Portfolio Retention: Ensure continuity and mitigate churn for your portfolio of accounts through expert stewardship
• Accelerate Revenue Growth: Identify, qualify, and execute expansion opportunities, significantly boosting account value
• Deliver Exemplary Customer Service: Elevate customer satisfaction indices to forge dependable and lifelong client relationships
• Optimize Data Precision: Reinforce CRM data accuracy to bolster forecasting and facilitate cohesive operations

Skills

• Proven experience in customer service, sales, or strategic leadership roles is highly advantageous
• Exceptional communication skills and the ability to engage effectively in a virtual environment
• A forward-thinking, entrepreneurial mindset with an intrinsic drive to support others' financial success
• Strong analytical capabilities, enabling the interpretation of customer data to make informed, strategic decisions
• Proficiency in CRM systems, coupled with a dedication to maintaining meticulous records

Benefits

• A forward-thinking, remote, and flexible work schedule aligned with your personal and professional aspirations.
• Access to comprehensive training and mentorship from seasoned financial experts within a supportive environment.
• A clear pathway for career progression and personal development, tailored to your unique goals.
• A vibrant, collaborative work culture that encourages innovation, creativity, and professional growth.

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