Client Success Specialist I

DebtBlue; Richardson (TX); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Paid Training & Certification

Comprehensive Health, Dental, and Vision Insurance

Paid Time Off (PTO) + Paid Holidays

401(k) with Company Match

Job summary

DebtBlue in Richardson, TX is seeking a Client Success Specialist I. This role primarily involves motivating clients throughout their debt settlement journey by addressing inquiries and providing exceptional service. Candidates should have a High School diploma and 1-2 years of customer service experience. Proficiency in Microsoft Office and empathy towards clients facing financial hardships is essential. Benefits include comprehensive health insurance, paid training, and a 401(k) plan with company match.

Qualifications

• Must have 1-2 years of customer service experience.
• Ability to assist clients during financial hardship is essential.

Responsibilities

• Communicate understanding of company products to clients.
• Handle incoming client requests and follow up monthly.
• Complete and annotate tasks in the CRM system.
• Proactively address client needs via multiple communication channels.

Skills

Empathy

Problem-solving

Multitasking

Microsoft Office proficiency

Bilingual (Spanish)

Education

High School Diploma or GED

Tools

Customer Relationship Management (CRM) system

SharePoint

Job description

Overview

Pay Rate: $17/hr + uncapped monthly bonuses

Schedule: M-F 10am-7pm

Location: Onsite in Richardson, TX

About DebtBlue At DebtBlue, we believe financial freedom starts with empathy, transparency, and knowledge. Our mission is to serve individuals and families across the country with compassion, integrity, and best-in-class guidance throughout their debt relief journey. As a company built on trust, our team of certified debt professionals is driven by a shared belief in prioritizing our clients above all else. We are here to advocate fiercely, educate clearly, and customize solutions to empower our clients with a path to a better financial future.

Job Summary

Client Success Specialist I is the primary source of contact for clients enrolled in our debt settlement program. The ideal candidate will motivate clients to graduate (complete the program) by listening to their needs and providing them with a positive experience. CSS resolves simple to complex client inquiries in a professional and courteous manner using detailed knowledge of program, systems, applications, and problem solving-decision making skills while adhering to company guidelines and Debt Blue Core Values. The Client Success Specialist will report to the Client Success Manager.

Duties And Responsibilities

• Communicate thorough understanding of company products and consumer debt relief options to clients as necessary.
• Utilize Customer Relationship Management system (CRM) to assign and complete tasks.
• Notate client accounts in CRM with accurate and complete information to ensure exceptional communication between employees and departments.
• Professionally handle incoming client requests and make monthly follow-up calls.
• Proactively address client needs via various communication channels.
• Complete outbound calls and annotate tasks.
• Other duties as required to support department operations.

Requirements

• High School Diploma or GED (required).
• 1-2 years customer service experience.

Skills

• Empathy and willingness to assist clients throughout their financial hardship.
• Problem solver with the ability to multitask using judgment and decision-making skills.
• Talent to compete in a fast-paced, high-energy environment.
• A stellar work ethic including a record of punctuality and good attendance.
• Proficiency in Microsoft Office, SharePoint and client service software, database, and tools.
• Bilingual (Spanish) is a plus.

Benefits

• Paid Training & Certification.
• Comprehensive Health, Dental, and Vision Insurance.
• Paid Time Off (PTO) + Paid Holidays.
• 401(k) with Company Match.

EEO Statement

We, at DebtBlue.LLC, are an Equal Opportunity Employer and are committed to creating an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other status protected under applicable federal, state, or local laws. We encourage individuals from all backgrounds to apply.