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National Debt Relief, LLC · 5 hours ago

Client Success Agent

United States

Full-time

Remote

Entry Level

$20/hr - $20/hr

2+ years exp

National Debt Relief is a leading debt settlement organization that helps consumers deal with overwhelming debt. The Client Success Agent role focuses on providing exceptional voice support to clients enrolled in the debt settlement program, guiding them through their financial journey with empathy and expertise.

CreditFinancial ServicesLegalPersonal Finance

Growth Opportunities

Responsibilities

Utilize client relationship management software (Salesforce) to facilitate the process of responding to customer calls and addressing customer concerns

Resolve client inquiries, complex scenarios, and program concerns in high stress environments with empathy, confidence, subject matter knowledge, and relationship building skills to deliver a positive, solution-focused experience

Document client discussions clearly and concisely

Present settlement proposals to clients for approval

Responsible for guiding the client’s discussions with next steps to progress towards their financial goals

Escalate and direct clients to leadership and other departments as needed

Assist clients that may have creditors seeking legal action, providing guidance through the process

Qualification

Customer service experienceFinancial knowledgeSalesforce proficiencyMicrosoft ExcelOrganizational skillsEmpathyActive listeningCritical thinkingProblem-solvingCommunication skills

Required

High school diploma/GED required; Bachelor's degree preferred

2 years' customer service or relationship-based support role experience required

Support and de-escalate vulnerable clients under stress using empathy and active listening skills

Strong working knowledge of client service processes, using an internal knowledge base, and providing a positive client experience

Exceptional attention to detail and strong organizational skills, with the ability to navigate multiple systems simultaneously while maintaining accurate, transparent, and solution-focused communication with clients

Strong critical thinking and problem-solving abilities

Ability to remain professional, confident, and patient when faced with complex problems

Proficient in Microsoft Excel and Office

Computer competency and ability to work with a computer

Prioritize multiple tasks and projects simultaneously

Exceptional written and verbal communication skills

Punctuality expected, ready to report to work on a consistent basis

Available for full-time position, overtime eligible if classified non-exempt

Preferred

Bachelor's degree preferred

Financial or banking organization experience preferred

Benefits

Generous Medical, Dental, and Vision Benefits

401(k) with Company Match

Paid Holidays, Volunteer Time Off, Sick Days, and Vacation

12 weeks Paid Parental Leave

Pre-tax Transit Benefits

No-Cost Life Insurance Benefits

Voluntary Benefits Options

ASPCA Pet Health Insurance Discount

Access to your earned wages at any time before payday

Company

National Debt Relief, LLC

Glassdoor3.9

National Debt Relief, a certified Great Place to Work®, was founded with the goal of helping an expanding number of consumers deal with overwhelming debt.

Founded in 2009

New York, New York, USA

1001-5000 employees