Primary contact for onboarding, platform navigation, and day-to-day client support
Manage inquiries, improve chatbot, and engage clients to reach ready status
Support TechOps and Level 0; collaborate across Product, Brokers, Ops, SysOps
Shape Forge's CS function and establish scalable, cost-effective support
Remote in Denver, CO with future hybrid onsite

🎯 Requirements

3+ years in Customer Success, Account Management, or client-facing roles
Experience in fintech, trading platforms, or regulated industries preferred
Strong communication, relationship management, and problem-solving skills
CRM tools (HubSpot, Zendesk), Jira/Confluence, and analytics dashboards
Familiarity with KYC/AML workflows is a plus

🎁 Benefits

Equal opportunity employer
Remote role with Denver-based option and future hybrid office
Opportunity to work on Forge's global private market platform
Collaborative, cross-functional team across Tech, Product, Ops
Growth and development opportunities

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