North Carolina Client Success Specialist

Job Summary

Enthusiastic about solving problems, the full-time North Carolina Client Success Specialist will respond to a high volume of client inquiries via phone, live chat, and email, assisting customers with financial product information and support in a remote environment.

Key responsibilities:

• Respond to inbound client inquiries and complete outbound calling campaigns to assist clients with loan requests
• Identify client needs and help them navigate specific site features while communicating trends to management
• Collaborate with team members and assist with internal questions and issues as assigned by supervisors

Required qualifications:

• A Bachelor's degree is preferred, but relevant experience may be considered in place of a degree
• 1-3 years of customer service experience, ideally in a high-volume call center environment
• Experience using CRM tools, such as Salesforce, is preferred
• Proficiency in basic computer software and navigation, including SaaS applications