Client Success Specialist

Ue.co; Richardson (TX); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision insurance

401(k) with company match

Paid Time Off (PTO) and paid holidays

Paid training and certification

Work that makes a difference

Job summary

A financial services company is seeking a Client Success Specialist I to support clients in debt settlement programs. The role involves clear communication about services, maintaining documentation, and ensuring client progress. Candidates should have customer service experience and a passion for helping others. This position offers training, benefits, and career advancement within a supportive team environment. Applicants who are bilingual in Spanish are preferred.

Qualifications

• 1–2 years of customer service experience.
• Strong empathy and passion for helping clients facing financial hardship.
• Good judgment and reliability.

Responsibilities

• Serve as the primary contact for clients in debt settlement programs.
• Communicate programs and options clearly.
• Maintain accurate account notes.

Skills

Empathy

Time management

Multitasking

Problem-solving

Relationship building

Customer experience

Job description

Client Success Specialist I

DebtBlue | Full‑Time | Monday–Friday, 10AM–7PM

Empathy. Transparency. Knowledge. Growth.

At DebtBlue, we believe financial freedom begins with compassion and continues with guidance that empowers individuals and families to reclaim control of their financial future. Our mission is to provide expert, integrity‑driven support throughout the debt‑relief journey - and that begins with hiring people who genuinely care.

We're looking for a Client Success Specialist I who is passionate about helping others, thrives in a fast‑paced, purpose‑driven environment, and is committed to creating positive, meaningful client experiences. If you're looking to build a long‑term career while making a real difference in people's lives, this is the place for you.

About the Role

As a Client Success Specialist I, you'll serve as the primary point of contact for clients enrolled in our debt settlement program. You will motivate clients, support their progress, and help them stay on track to successfully complete the program.

You’ll manage a blend of inbound and outbound communication, respond to questions of varying complexity, and keep accurate documentation of every interaction. This role reports directly to the Client Success Manager.

What You'll Do

• Clearly communicate our programs and consumer debt‑relief options
• Use our CRM to manage, assign, and complete daily tasks
• Maintain accurate, detailed, and timely account notes
• Respond to incoming client requests with professionalism and urgency
• Conduct monthly follow‑up calls to support client progress
• Proactively reach out using phone, email, and text communication channels
• Complete outbound calls and update task statuses consistently
• Assist with departmental operations and cross-team support as needed

What You'll Gain at DebtBlue

Working at DebtBlue isn't just a job - it's an investment in your future. As a Client Success Specialist, you will develop skills that support long‑term career growth inside and outside the financial services industry.

Career Growth & Internal Advancement

• Clear paths to roles such as Senior Client Success Specialist, Team Lead, Quality Analyst, Trainer, or Operations roles
• Opportunities to participate in departmental projects that build leadership and strategic skills

Professional Development

• Hands‑on coaching and ongoing training
• Exposure to CRM tools, workflow systems, and quality‑management practices
• Skill‑building in communication, conflict resolution, and decision‑making

Financial Literacy & Industry Knowledge

• Deep understanding of consumer debt, budgeting, credit, and financial well‑being
• The opportunity to help clients improve their lives while strengthening your own financial knowledge

Transferable Skills That Elevate Your Career

• High‑impact customer experience skills
• Time management and multi‑channel communication
• Problem‑solving and critical thinking
• Relationship building and client motivation techniques

These are skills that carry weight across operations, HR, financial services, tech, customer experience, and leadership roles.

What We're Looking For

• 1–2 years of customer service experience
• Strong empathy and passion for helping clients facing financial hardship
• Good judgment, time management, and multitasking abilities
• High energy and ability to excel in a fast‑paced, metrics‑driven environment
• Excellent attendance and reliability
• Bilingual in Spanish is a plus

Why You'll Love Working Here

• Paid training and certification
• Comprehensive medical, dental, and vision insurance
• Paid Time Off (PTO) + paid holidays
• 401(k) with company match
• Meaningful work that changes lives
• A team culture built on trust, support, and continuous improvement

Equal Opportunity Employer

DebtBlue, LLC is committed to fostering an inclusive, diverse workplace. We welcome applicants of all backgrounds and prohibit discrimination based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any protected status.