Client Success Specialist

Forth; Schaumburg (IL); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

FORTH, a Set Forth, LLC company, is seeking a Client Success Specialist to grow and protect long-term client value. You will guide adoption of FORTH products, act as a trusted advisor, and align services with customer objectives across departments.

You will work in a hybrid mode with two days in office, focusing on proactive relationship management, performance reviews, and strategic planning to maximize client outcomes and retention.

Qualifications

• 2+ years in client success, account management, or related client-facing role
• Ability to build and maintain professional relationships with diverse stakeholders
• Strong organizational, analytical, and problem-solving skills
• Strategic thinking to align client needs with company offerings
• Collaborative mindset with cross-functional teamwork
• High degree of professionalism, integrity, and discretion

Responsibilities

• Serve as liaison and trusted advisor to an assigned portfolio of clients
• Support the Technical Account Managers
• Understand client objectives and align FORTH solutions to goals
• Manage client relationships through regular communication and strategic planning
• Monitor utilization, engagement, and satisfaction to identify risks and opportunities
• Collaborate with Sales, Product, Development, Operations, and Support to address client needs
• Facilitate onboarding, training, and education for seamless adoption
• Respond to inquiries, resolve issues, and escalate as needed
• Maintain accurate records in the CRM system
• Adhere to Information Security Policies and protect confidentiality and privacy

Skills

Relationship building

Cross-functional collaboration

Analytical thinking

Problem solving

Organizational skills

Strategic thinking

Attention to detail

Time management

Education

High school diploma

Associate degree

Bachelor’s degree

Tools

Salesforce

ClickUp

Pipedrive

Job description

The Client Success Specialist at FORTH is responsible for cultivating and maintaining strong, long-term relationships with clients by ensuring the successful adoption and utilization of company products and services. This position serves as a point of contact for clients, providing guidance, support, and strategic insights to maximize value, promote satisfaction, and drive client retention and growth.

Responsibilities

Duties and Responsibilities include but are not limited to the following:

• Serve as a liaison and trusted advisor to an assigned portfolio of clients
• Support the Technical Account Managers
• Develop a deep understanding of client business objectives and align company solutions to support those goals
• Proactively manage client relationships through regular communication, performance reviews, and strategic planning sessions
• Monitor client utilization, engagement, and satisfaction levels, identifying risks and opportunities for improvement
• Collaborate with internal departments, including Sales, Product, Development, Operations, and Support, to address client needs and deliver timely, effective solutions
• Facilitate client onboarding, training, and education to ensure seamless adoption of products and services
• Respond to client inquiries, resolve issues, and escalations concerns as necessary to ensure a high standard of service delivery
• Maintain accurate and comprehensive records of client interactions, activities, and account status within the company’s CRM system
• Perform daily duties in line with the company's Information Security Policies and Procedures
• Ensure that information Confidentiality, Integrity and Privacy is always maintained with processing information assets

Qualifications and Required Skills

• High school diploma
• At least 2 years' experience in client success, account management, or a related client-facing role
• Demonstrated ability to build and maintain professional relationships with diverse stakeholders
• Strong organizational, analytical, and problem-solving skills
• Strategic thinking and the ability to align client needs with organizational offerings
• High degree of professionalism, integrity, and discretion
• Collaborative mindset with the ability to work cross-functionally
• Strong attention to detail and accountability for results
• Ability to manage multiple priorities and operate effectively in a fast-paced environment

What Will Make You Stand Out

• Client-centric approach with a commitment to delivering exceptional service
• Proficiency with CRM systems, such as Salesforce, ClickUp, and Pipedrive, and related client success tools
• Knowledge of the Debt Resolution industry
• Excellent verbal and written communication abilities, with a focus on professionalism and clarity
• Associate degree, Bachelor’s degree or some college coursework in business or communications

Pay range and compensation package

$55,000 to $65,000 annually depending on experience

In-Office Requirements

This role is hybrid and requires two days per week in the office

Equal Opportunity Statement

Set Forth, LLC is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status. We are committed to creating a diverse and inclusive workplace and provide reasonable accommodations for qualified individuals with disabilities.

FORTH (Set Forth, LLC) (formerly Debt Pay Gateway and DebtPayPro) has been serving consumers who are exiting debt since 2009. As a trusted leader in debt resolution technology, FORTH provides powerful tools and secure payment solutions that empower consumers while giving clients an all-in-one platform to manage operations efficiently.
We have over 140 employees across various states supporting 450+ B2B relationships. Every department, every role, every person drives our success. We’re more than a company. We’re a community of thinkers & builders shaping the future of debt relief technology.