Client Success Specialist

GreenPath Financial Wellness; Augusta (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

GreenPath Financial Wellness seeks a Client Success Specialist to support clients in our Debt Management Program from a remote, full‑time role. You’ll be the heart of our mission, helping clients reach their financial goals with empathetic, clear communication and careful record keeping.

Requirements include 2–3 years of customer service experience (call center preferred), an associate degree (bachelor may substitute), and comfort with numbers and basic financial statements.

Qualifications

• 2–3 years of customer service experience (call center preferred).
• Associate’s degree preferred; Bachelor’s degree may substitute for experience.
• Professional, empathetic communication; clear and accurate record keeping.
• Tech-savvy with Windows-based systems and CRM tools.
• Bilingual English/Spanish a plus.

Responsibilities

• Provide top-tier support via phone to Debt Management Program clients.
• Taking back-to-back calls in a call center environment.
• Support client accounts and ensure seamless account management.
• Manage proposals, payments, deposits, and creditor communications.
• Proactively review client accounts to identify and resolve issues.
• Maintain accurate records and ensure compliance with state regulations.
• Collaborate across departments to ensure seamless client experience.
• Encourage and motivate clients throughout their financial journey.

Skills

Customer service experience

Call center experience

CRM tools

Communication skills

Bilingual English/Spanish

Education

Associate degree preferred

Bachelor's degree may substitute for experience

Tools

Windows OS

CRM software

Job description

Join Our Mission-Driven Team as a Client Success Specialist

Location: Remote

Employment Type: Full-Time

Department: Client Services

Training Start Date: August 31st, 2026 (Training is mandatory)

About The Role

At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS), you’ll be the heart of our mission—supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're eager to grow your financial knowledge - like learning how to calculate percentages, understand credit reporting, and review real-life financial documents - this role is for you.

Video - Meet The Hiring Team: Linda, Leslie, & Tiffany

What You’ll Do

• Provide top-tier support via phone to clients on our Debt Management Program.
• Taking back-to-back calls in a call center environment.
• Support client accounts and ensure seamless account management.
• Manage proposals, payments, deposits, and creditor communications.
• Proactively review client accounts to identify and resolve issues
• Maintain accurate records and ensure compliance with state regulations.
• Collaborate across departments to ensure seamless client experience.
• Encourage and motivate clients throughout their financial journey.

What You Bring

• 2–3 years of customer service experience (call center preferred).
• Associate’s degree preferred; Bachelor’s degree may substitute for experience.
• A strong sense of professionalism is essential when supporting clients through sensitive financial situations.
• Strong communication skills—empathetic, professional, and clear.
• Tech-savvy with experience in Windows-based systems and CRM tools.
• Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules.
• Bilingual (English/Spanish) a plus!

Remote Work From Home Requirements

• A private, enclosed room with a door.
• Hard‑wired internet connection (ethernet required) and standard broadband internet.
• Security camera in addition to standard computer setup.
• Home environment must support productivity; remote work is not a replacement for caregiving.

Internet Requirements- Standard Broadband Internet

• 200 Mbps minimum for a single‑person residence
• 400 Mbps minimum for residences with 2+ people

Why GreenPath?

• A mission‑driven organization with over 60 years of impact in financial wellness.
• A culture rooted in Integrity, Quality, and Teamwork.
• Growth and development opportunities.
• Supportive, inclusive, and collaborative work environment.
• Competitive compensation and benefits.

Additional Details

Monday - Friday work schedule

Hours are typically 8 am - 5 pm or 9 am - 6 pm. One late night shift is required each week. The late night shift is typically 10 AM - 7 PM or 11 AM - 8 PM.

• Must be comfortable working in a structured, performance-driven environment.

Training

• Begins October 5th, 2026
• Mandatory, full‑time for three weeks. Typically training is from 10 AM - 7 PM EASTERN Time.
• After training, you transition into your regular schedule.

Ready to Support Clients on Their Path to Financial Wellness?