Part-Time Customer Success Specialist

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Lakeshore Talent is currently seeking a Customer Success Team Member for our client in Greenwood Village, CO. You’ll be part of a collaborative, mission-driven team that values ethics, professionalism, and inclusivity while helping financial professionals achieve their certification and career goals.

This role is ideal for someone who thrives in a professional, service-oriented environment and enjoys helping others navigate educational programs and membership services.

Location : Greenwood Village, CO — onsite for training, with possible remote flexibility afterward.

Pay : $24-$26.50 / hr

Hours : Approximately 20 hours / week (tentatively 10 AM–3 PM, Monday–Thursday; occasional Friday coverage).

Job Type : Anticipated to be a temporary position December-March

Parking : Onsite parking available.

Start Date : Targeting early December (potential for earlier start).

What You’ll Do

Provide friendly, knowledgeable support to members and certification candidates via phone, email, and chat.

Respond to inquiries about membership, certification programs, conferences, marketing materials, and continuing education.

Direct escalated requests to the appropriate internal departments or staff.

Assist with certification renewal and new member outreach campaigns.

Support marketing and conference-related outreach efforts.

Process and distribute mail and eFax communications as needed.

Update member and certificant records in the database.

Collaborate with IT and other departments to resolve system or account issues.

What We’re Looking For

2+ years of customer service or administrative experience in a professional environment.

Excellent verbal and written communication skills.

Strong problem-solving abilities and a pleasant, professional demeanor.

Proficiency with Microsoft Office Suite.

Experience with Salesforce or similar CRM systems is a plus (training provided).

High attention to detail and strong organizational skills.

Background check and reference verification required.

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