Client Success Specialist

Job Summary

Supporting clients in their financial journeys, the full-time remote Client Success Specialist will provide exceptional service through phone interactions, manage client accounts, and collaborate across departments to ensure a seamless experience.

Key responsibilities

• Provide top-tier support via phone to clients enrolled in the Debt Management Program
• Manage proposals, payments, deposits, and creditor communications while ensuring compliance with state regulations
• Proactively review client accounts to identify and resolve issues, encouraging clients throughout their financial journey

Required qualifications

• 2-3 years of customer service experience, preferably in a call center environment
• Associate's degree preferred; Bachelor's degree may substitute for experience
• Strong professionalism when supporting clients through sensitive financial situations
• Tech-savvy with experience in Windows-based systems and CRM tools
• Comfort with basic financial calculations and reviewing financial documents