Client Success Specialist

Job Summary

A company is looking for a Client Success Specialist to support clients in achieving their financial goals through a Debt Management Program.

Key Responsibilities

• Provide top-tier support via phone to clients on the Debt Management Program
• Manage proposals, payments, deposits, and creditor communications while ensuring compliance with state regulations
• Encourage and motivate clients throughout their financial journey and collaborate across departments for a seamless client experience

Required Qualifications

• 2-3 years of customer service experience, preferably in a call center
• Associate's degree preferred; Bachelor's degree may substitute for experience
• Tech-savvy with experience in Windows-based systems and CRM tools
• Comfort with numbers and basic financial calculations
• Bilingual (English/Spanish) is a plus