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CUSTOMER SUCCESS ASSOCIATE CONTRACTOR - (D236)

Company overview: at forusall, we're revolutionizing the u.s. retirement industry with cutting-edge ai technology. based in san francisco, our fintech startup is on a mission to provide cost-efficient retirement solutions for small and mid-sized businesses. founded by industry pioneers who reimagined 401(k) plans for fortune 500 companies, we're supported by top-tier venture capitalists and financial tech experts who share our passion for empowering everyday americans to achieve financial security. position overview: we're looking for a customer success associate contractor—a proactive, customer-focused professional eager to make an impact in a dynamic, fast-paced environment. this role offers flexibility, independence, and the opportunity to work closely with a dedicated team while contributing to the automation of processes that enhance client services. as a customer success associate contractor, you will play a key role in fostering strong client relationships, guiding onboarding processes, and implementing ai-powered solutions to improve efficiency and client outcomes. what you'll do: leverage and learn ai tools: explore and integrate ai technologies into day-to-day processes to enhance efficiency and elevate client experiences. client relationship management: serve as the primary contact for clients and their employees, addressing inquiries and resolving issues with professionalism. build and nurture strong relationships by understanding client goals and identifying ways to enhance their retirement plans. guide clients through a seamless onboarding process. p...


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