Client Success Specialist

Job Description:

• Provide phone support to clients enrolled in the Debt Management Program
• Take back-to-back calls in a call center environment
• Support client accounts and ensure seamless account management
• Manage proposals, payments, deposits, and creditor communications
• Proactively review client accounts to identify and resolve issues
• Maintain accurate records and ensure compliance with state regulations
• Collaborate across departments to ensure a seamless client experience
• Encourage and motivate clients throughout their financial journey
• Complete three weeks of mandatory full-time training before transitioning to the regular schedule

Requirements:

• 2–3 years of customer service experience (call center preferred)
• Associate’s degree preferred; Bachelor’s degree may substitute for experience
• Strong professionalism when supporting clients through sensitive financial situations
• Strong, empathetic, professional, and clear communication skills
• Experience with Windows-based systems and CRM tools
• Comfort with numbers and basic financial calculations
• Ability to review credit card statements, due dates, and payment schedules
• Private, enclosed room with a door for remote work
• Hard-wired ethernet connection and standard broadband internet
• Security camera in addition to standard computer setup
• Home environment must support productivity and not be used as a replacement for caregiving
• Internet speed of at least 200 Mbps for a single-person residence or 400 Mbps for residences with 2+ people
• Availability for Monday–Friday schedules, including one late-night shift each week
• Must complete mandatory full-time training beginning November 30, 2026
• Comfortable working in a structured, performance-driven environment

Benefits:

• Growth and development opportunities
• Supportive, inclusive, and collaborative work environment
• Competitive compensation and benefits
• Mission-driven organization with over 60 years of impact in financial wellness