Part-Time Customer Success Specialist

By | November 7, 2025

Lakeshore Talent

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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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