Client Success Specialist

Set Forth, LLC; Schaumburg, Northern (IL, KY); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Set Forth, LLC is seeking a Client Success Specialist to build lasting relationships and ensure successful adoption of our debt resolution technology. You will act as a trusted advisor, guiding clients with strategic insights and proactive support to maximize value and retention.

This hybrid role requires collaboration with Sales, Product, Development, Operations, and Support, plus regular reviews, CRM-driven records, and careful management of client journeys. Two days per week in the office.

Qualifications

• High school diploma or equivalent.
• At least 2 years in client success, account management, or related 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 offerings.
• High degree of professionalism, integrity, and discretion.
• Collaborative mindset with cross-functional work ability.
• Attention to detail and accountability for results.

Responsibilities

• Serve as liaison and trusted advisor to an assigned portfolio of clients.
• Support the Technical Account Managers.
• Understand client objectives and align solutions to goals.
• Proactively manage relationships with regular communication and reviews.
• Monitor client utilization, engagement, and satisfaction; identify risks.
• Collaborate with Sales, Product, Development, Operations, and Support.
• Facilitate onboarding, training, and education for clients.
• Respond to inquiries and resolve issues to maintain service levels.
• Maintain records of client interactions in the CRM.
• Follow Information Security Policies and ensure confidentiality, integrity and privacy of data.

Skills

Client relationships

Cross-functional collaboration

CRM proficiency

Strategic thinking

Organizational skills

Communication skills

Education

Associate/Bachelor in business

Communications coursework

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 elevate 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.