Client Success Specialist jobs in United States
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Clarifi · 1 day ago

Client Success Specialist

positionFarmington Hills, MI, US
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$16.50/hr - $18.38/hr
date2+ years exp

GreenPath Financial Wellness is dedicated to empowering people to lead financially healthy lives. As a Client Success Specialist, you will support clients enrolled in the Debt Management Program and help them achieve their financial goals through exceptional service and proactive account management.

CommunitiesFinancial ServicesNon Profit

Responsibilities

Provide top-tier support via phone, chat, and email to clients on our Debt Management Program
Manage proposals, payments, deposits, and creditor communications
Proactively review client accounts to identify and resolve issues
Encourage and motivate clients throughout their financial journey
Maintain accurate records and ensure compliance with state regulations
Collaborate across departments to ensure a seamless client experience

Qualification

Customer service experienceFinancial calculationsCommunication skillsTech-savvyBilingual (English/Spanish)

Required

2–3 years of customer service experience (call center preferred)
A strong sense of professionalism is essential when supporting clients through sensitive financial situations
Strong communication skills—empathetic, professional, and clear
Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules
Tech-savvy with experience in Windows-based systems and CRM tools
Must be comfortable working in a structured, performance-driven environment

Preferred

Associate's degree preferred; Bachelor's degree may substitute for experience
Bilingual (English/Spanish) a plus!

Benefits

Opportunities for growth and development.
A supportive, inclusive, and collaborative work environment.
Competitive compensation and benefits.

Company

Clarifi

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Clarifi specializes in consumer credit counseling service.
dateFounded in 1966
location
Philadelphia, Pennsylvania, USA
people-size11-50 employees
web-link
https://www.clarifi.org

Funding

Current Stage
Early Stage
Total Funding
$1.84M
Key Investors
William Penn FoundationTD Bank
2025-05-28Grant· $0.84M
2024-03-05Grant· $1M

Recent News

The Philadelphia Inquirer
Student loan collections are back. What borrowers need to know to avoid wage garnishment or credit damage.
2025-05-06
Company data provided by crunchbase