Credible ยท 8 hours ago
Client Success Specialist
United States
Full-time
Remote
Entry Level
$20/hr - $20/hr
1+ years expCredible is a marketplace where users can compare personalized rates and quotes from multiple lenders and carriers for various financial products. The Client Success Specialist will engage with clients through various communication channels to provide support and information, helping them navigate their financial options.
Consumer LendingCreditFinanceFinancial ServicesMarketplace
Responsibilities
Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email
Complete outbound calling campaigns to help clients move forward with their loan request
Identify client needs and help clients use specific site features
Identify trends impacting agent and client experience and communicate issues to Client Success Management
Have the opportunity to share your thoughts, opinions, and insights with leadership
Assist other team members with questions/issues they may have through internal team communication
Perform other outlined projects, initiatives, and responsibilities as assigned by your supervisor
Qualification
Required
A Bachelor's degree (preferred, but experience may be considered in place of a degree)
1-3 years of customer service experience, ideally in a high-volume call center environment
Experience using CRM tools, like Salesforce (preferred)
Highly proficient in basic computer software and navigation; including SaaS applications
Preferred
Patient, courteous, energetic, and empathetic; both on the phone and in writing
Customer-focused; you understand what makes people tick and you want to help them succeed
Good at spotting patterns; you notice when a lot of people are running into similar issues and you are excited to help us make that problem disappear
Problem Solver; you enjoy troubleshooting and investigating client issues, using critical thinking skills and resources to develop solutions
Team Oriented; you work well with others and enjoy being part of a larger team, helping and supporting others
Company
Credible
Credible is a multi-lender marketplace that allows borrowers to receive competitive loan offers from its vetted lenders.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$25.8MKey Investors
Martis CapitalRegal Funds ManagementSoul Htite
2019-09-05Post Ipo Equity
2019-08-05Acquired
2017-12-08IPO
Leadership Team
Stephen Dash
Founder & Chief Executive Officer
Jereme Albin
Chief Operating Officer
Recent News
2025-10-31
FOXBusiness.com
2025-09-23
2025-03-28
Company data provided by crunchbase