Client Success Agent

In the Client Success Agent role, you'll bring courage into every conversation, empowering clients with the confidence to take control of their financial future. Your compassion and expert guidance will inspire resilience and progress throughout their debt relief journey.

Requirements

• 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

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