Client Success Specialist

This is a fully remote position, open to applicants in Florida, +4 more states.

📋 Description

• Deliver phone assistance to clients participating in the Debt Management Program

• Handle consecutive calls in a call center setting

• Support client accounts while ensuring efficient account management

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

• Actively assess client accounts to identify 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 motivate clients throughout their financial journey

• Complete a mandatory three-week full-time training prior to shifting to the regular schedule

⛳️ 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 be considered in lieu of experience

• Exceptional professionalism when assisting clients through sensitive financial matters

• Strong, empathetic, professional, and articulate communication skills

• Familiarity with Windows-based systems and CRM applications

• Comfortability with numbers and basic financial calculations

• Ability to review credit card statements, payment schedules, and due dates

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

• A hard-wired ethernet connection and standard broadband internet access

• A security camera in addition to standard computer equipment

• Home environment must be conducive to productivity and not utilized as a caregiving space

• Internet speed must be at least 200 Mbps for a single-person home or 400 Mbps for homes with two or more individuals

• Availability to work Monday through Friday, including one late-night shift each week

• Must complete the mandatory full-time training starting November 30, 2026

• Comfortable in a structured, performance-oriented work environment

🏝️ Benefits

• Opportunities for growth and development

• A supportive, inclusive, and collaborative workplace culture

• Competitive salary and benefits package

• A mission-driven organization with over 60 years of contribution to financial wellness