Client Success Agent

National Debt Relief, LLC; Brandon (FL); Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Client Success Agent to provide exceptional voice support in a dynamic environment. This full-time remote role involves engaging with clients enrolled in a debt settlement program, addressing their financial concerns, and ensuring high satisfaction through empathy and effective communication. The ideal candidate will have a strong background in customer service, critical thinking skills, and proficiency in CRM tools. Join a dedicated team committed to empowering clients and making a significant impact in their financial journeys.

Benefits

Comprehensive health benefits

401(k)

Paid time off

Parental leave

Qualifications

• 2+ years of customer service experience required.
• Ability to support vulnerable clients with empathy.

Responsibilities

• Utilize CRM software to respond to customer calls.
• Document client discussions clearly and concisely.

Skills

Customer Service

Empathy

Active Listening

Problem Solving

Communication Skills

Organizational Skills

Education

High School Diploma/GED

Bachelor's Degree

Tools

Salesforce

Microsoft Office

Excel

Job description

Join to apply for the Client Success Agent role at National Debt Relief, LLC.

Overview

The Client Success Agent is focused on providing exceptional voice support in an unscripted environment for our clients enrolled in our debt settlement program. A typical day involves making and answering inbound and outbound calls to discuss complex financial situations, maintaining accurate account documentation, and building positive rapport with clients. Our team ensures high satisfaction and service by exemplifying our core values to deliver the best possible client experience with National Debt Relief.

Position Details

• This position has an expected start date of 6/23/2025.
• It is a full-time remote role, hiring in AZ, FL, GA, NV, OK, PA, SC, TN, TX, and UT.
• Scheduling options include Tuesday - Saturday from 9 a.m. - 6 p.m. Eastern Time or Monday - Friday from 1 p.m. - 10 p.m. Eastern Time, based on business needs.

Responsibilities

• Utilize CRM software (Salesforce) to respond to customer calls and concerns.
• Resolve client inquiries and complex scenarios with empathy, confidence, and relationship-building skills.
• Document client discussions clearly and concisely.
• Present settlement proposals for client approval.
• Guide clients towards their financial goals and escalate issues as needed.
• Assist clients with creditors seeking legal action, providing guidance through the process.

Qualifications

• High school diploma/GED required; Bachelor's preferred.
• 2+ years of customer service or relationship support experience.
• Experience in financial or banking organizations is a plus.
• Ability to support vulnerable clients with empathy and active listening.
• Strong organizational skills, attention to detail, and multi-system navigation ability.
• Critical thinking and problem-solving skills.
• Proficiency in Microsoft Office and Excel.

Soft Skills

• Ability to perform in high-volume, fast-paced environments.
• Excellent communication skills, both written and verbal.
• Calm and professional demeanor during difficult discussions.
• Receptive to constructive feedback.

Role Qualifications

• Computer proficiency and multitasking skills.
• High performance expectations and punctuality.
• Availability for full-time work, with overtime eligibility if non-exempt.

Compensation

The salary range is $20/hr plus performance bonuses, based on role, level, and location.

About National Debt Relief

Founded in 2009, we help consumers manage overwhelming debt, having settled over $10 billion for more than 450,000 clients. We are rated A+ by the BBB and committed to empowering our clients financially.

Benefits

• Comprehensive health benefits, 401(k), paid time off, parental leave, and more.

We are an equal opportunity employer and a certified Great Place to Work.