Client Success Agent

Job Summary

A company is looking for a Client Success Agent to provide exceptional support to clients navigating their debt relief journey.

Key Responsibilities

• Handle inbound and outbound calls regarding clients' complex financial situations
• Document client discussions clearly and present settlement proposals for approval
• Guide clients toward next steps and escalate issues to leadership as needed

Required Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred
• Minimum 2 years in a customer service or relationship-based support role required
• Financial services or banking experience preferred
• Successful completion of Client Success Agent I responsibilities for advancement to Client Success Agent II
• Proficiency in CRM software (Salesforce) and experience with complex client situations