Client Success Specialist

This is a fully remote position, open to applicants in Florida, +8 more states.

📋 Description

• Provide solutions and responses to clients through phone, email, and chat.

• Record all client interactions within the Customer Service Management (CRM) system.

• Investigate inquiries and solutions using a variety of tools and collaborate with team members.

• Evaluate potential application defects and document them while communicating findings to the product development team.

• Participate in application testing to verify that software updates and defect resolutions are prepared for release.

• Assist in the creation of product documentation, including articles, videos, and training materials or presentations.

• Cultivate an understanding of customer service processes and operational procedures.

• Build and sustain working relationships with MCUL and Affiliate personnel and management.

• Carry out additional tasks as assigned.

⛳️ Requirements

• High school diploma or equivalent is mandatory.

• College education in business, human resources, IT, or a related field is preferred.

• A minimum of 2 years of customer service experience is required.

• Experience in financial services, credit unions, and/or human resources is preferred.

• PHR, SHRM-CP, or equivalent experience is preferred.

• Exceptional written and verbal communication skills, along with strong customer service abilities.

• Capacity to work effectively both independently and as part of a team.

• Strong problem-solving and task management capabilities.

• Excellent interpersonal skills.

• The position may require occasional light travel to support clients and/or participate in company events.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Short- and long-term disability insurance.

• Life insurance coverage.

• Options for HSA and FSA.

• Opt-out credit for declining health insurance coverage.

• 401(k) plan with a 5% company contribution.

• Vacation, volunteer time, parental leave, and holidays, including floating holidays.

• Discretionary bonuses at year-end.

• Annual merit increases based on performance.

• Flexible remote and hybrid work arrangements.

• Continuous learning and development opportunities.

• Wellness programs.

• Pet insurance options.

• Discounts for team members.

• Opportunities to engage, connect, and make a meaningful impact.