Client Success Specialist I is the primary source of contact for clients enrolled in our debt settlement program. jobs in United States
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DebtBlue · 9 hours ago

Client Success Specialist I is the primary source of contact for clients enrolled in our debt settlement program.

DebtBlue is dedicated to helping individuals and families achieve financial freedom through empathy and transparency. The Client Success Specialist I serves as the main point of contact for clients in the debt settlement program, focusing on motivating them to complete the program by addressing their needs and providing exceptional service.

Debt CollectionsFinanceFinancial Services

Responsibilities

Communicate thorough understanding of company products and consumer debt relief options to clients as necessary
Utilize Customer Relationship Management system (CRM) to assign and complete tasks
Notate client accounts in CRM with accurate and complete information to ensure exceptional communication between employees and departments
Professionally handle incoming client requests and make monthly follow-up calls
Proactively address client needs via various communication channels
Complete outbound calls and annotate tasks
Other duties as required to support department operations

Qualification

Customer service experienceProblem solvingEmpathyMultitaskingMicrosoft Office proficiencyAttendanceBilingual (Spanish)Fast-paced environment

Required

High School Diploma or GED (required)
1-2 years customer service experience
Empathy and willingness to assist clients throughout their financial hardship
Problem solver with the ability to multitask using judgment and decision-making skills
Talent to compete in a fast-paced, high-energy environment
A stellar work ethic including a record of punctuality and good attendance
Proficiency in Microsoft Office, SharePoint and client service software, database, and tools

Preferred

Bilingual (Spanish) is a plus

Benefits

Paid Training Certification.
Comprehensive Health, Dental, and Vision Insurance.
Paid Time Off (PTO) + Paid Holidays.
401(k) with Company Match.

Company

DebtBlue

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Backed by more than 20 years of experience, the DebtBlue team is committed to helping individuals and families get back on their feet financially.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase