Client Success Specialist

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

📋 Description

• Deliver exceptional phone support to clients participating in the Debt Management Program.

• Handle consecutive calls in a call center setting.

• Assist with client accounts and ensure effective account management.

• Oversee proposals, payments, deposits, and communications with creditors.

• Actively monitor client accounts to detect and address any issues.

• Keep precise records and ensure adherence to state regulations.

• Work collaboratively across departments to provide a seamless client experience.

• Inspire and support clients throughout their financial journey.

• Complete required full-time training starting October 5, 2026, typically from 10 AM to 7 PM Eastern Time.

• Shift to the regular schedule following training, which includes one late-night shift each week.

⛳️ Requirements

• 2–3 years of experience in customer service (preferably in a call center).

• An Associate’s degree is preferred; a Bachelor’s degree may substitute for experience.

• Strong professionalism when assisting clients with sensitive financial matters.

• Excellent, empathetic, and clear communication skills.

• Proficient with Windows-based systems and CRM tools.

• Comfortable with numerical data and basic financial calculations, including the review of credit card statements, due dates, and payment schedules.

• A private, enclosed room with a door for remote work is necessary.

• A hard-wired internet connection (ethernet is required) and standard broadband internet are mandatory.

• A security camera is required in addition to a standard computer setup.

• The home environment must facilitate productivity; remote work should not replace caregiving responsibilities.

• A minimum internet speed of 200 Mbps is required for single-person households.

• A minimum internet speed of 400 Mbps is required for residences with two or more individuals.

• Must be comfortable working in a structured, performance-oriented environment.

• Availability for mandatory full-time training for three weeks is required.

• Bilingual proficiency in English and Spanish is an advantage.

🏝️ Benefits

• Opportunities for growth and professional development.

• A supportive, inclusive, and collaborative work atmosphere.

• Competitive salary and benefits package.