Client Success Agent

Remote Jobs; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading remote employer in the United States is looking for a dedicated customer service representative. This role involves utilizing CRM software to manage client inquiries and ensure satisfaction. Candidates should have 2+ years of experience in customer service, a high school diploma or GED, and a solid understanding of Microsoft Excel and Office. A Bachelor's degree is preferred. This position offers a flexible schedule, comprehensive benefits, and opportunities for career advancement.

Benefits

Performance-based bonuses

Comprehensive benefits package

401(k) plan with company match

Generous paid time off

Opportunities for professional development

Qualifications

• High school diploma or GED required; Bachelor's degree preferred.
• Minimum of 2 years’ experience in customer service or relationship‑based support roles.
• Exceptional attention to detail and strong organizational skills.

Responsibilities

• Utilize client relationship management software (Salesforce) to handle customer calls.
• Resolve client inquiries and program concerns with empathy.
• Document client discussions accurately and concisely.

Skills

Customer service experience

Attention to detail

Organizational skills

Microsoft Excel

Microsoft Office

Education

High school diploma or GED

Bachelor's degree

Tools

Salesforce

Job description

Why consider this job opportunity

• Salary of $20/hr plus eligibility for performance‑based bonuses
• Comprehensive benefits package including medical, dental, and vision coverage
• 401(k) plan with company match to support your financial future
• Generous paid time off including holidays, vacation, and parental leave
• Opportunity for career advancement and professional development through mentorship programs
• Full‑time remote work opportunity with a flexible schedule

What to Expect (Job Responsibilities)

• Utilize client relationship management software (Salesforce) to handle customer calls and concerns
• Resolve client inquiries and program concerns with empathy and confidence
• Document client discussions accurately and concisely
• Present settlement proposals to clients and guide discussions on next steps
• Assist clients facing potential legal action from creditors, providing necessary guidance

What is Required (Qualifications)

• High school diploma or GED required; Bachelor's degree preferred
• Minimum of 2 years’ experience in customer service or relationship‑based support roles
• Strong working knowledge of client service processes and internal knowledge bases
• Exceptional attention to detail and strong organizational skills
• Proficient in Microsoft Excel and Office

How to Stand Out (Preferred Qualifications)

• Experience in financial or banking organizations
• Ability to de‑escalate stressful situations and support vulnerable clients
• Strong critical thinking and problem‑solving abilities
• Experience working in fast‑paced, high‑volume environments

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.