Client Success Specialist

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Handle a significant number of incoming client inquiries via phone, live chat, and email.

• Conduct outbound calling campaigns to assist clients in progressing with their loan applications.

• Assess client requirements and guide them in utilizing specific features of the site.

• Recognize trends that affect both agent and client experiences, relaying any issues to the Client Success Management team.

• Provide insights, opinions, and feedback to leadership.

• Support team members by addressing their questions and concerns through internal communication channels.

• Undertake assigned projects, initiatives, and responsibilities.

⛳️ Requirements

• 1-3 years of experience in customer service, preferably in a high-volume call center setting.

• Familiarity with CRM tools, such as Salesforce (preferred).

• Strong proficiency in basic computer software and navigation, including SaaS applications.

• A Bachelor’s degree is preferred; however, relevant experience may be accepted in lieu of a degree.

• Availability during weekends and/or evenings may be necessary, as Customer Success operates 6 days a week.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health benefits, including medical, dental, and vision coverage.

• Opportunities for professional development and career advancement.

• A collaborative and inclusive work environment.

• Flexible scheduling options to support work-life balance.