Customer Success Specialist

Financial Software Solutions, LLC; Houston (TX); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Wellness resources

Job summary

Financial Software Solutions in Houston, TX is seeking a Customer Success Specialist for a hybrid role. You will be the voice customers hear, guiding them through our software and solving problems on a phone-first basis.

You'll work with a hands-on leader and collaborate with teammates to ensure customer satisfaction, data accuracy, and timely issue escalation. This full-time role offers benefits and room for advancement.

Qualifications

• 2+ years in customer service with high phone volume.
• Proficient in Outlook, Word, and Excel.
• Strong written and verbal communication.

Responsibilities

• Answer inbound calls and walk customers through questions on our software.
• Handle email and chat support when the phones are quiet.
• Log accurate notes and account updates in our systems.
• Spot recurring issues and flag them to the team.
• Learn our products deeply enough to teach them.

Skills

Phone-based support

Problem solving

Strong communication

Tools

Outlook

Word

Excel

Job description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• Wellness resources

Title: Customer Success Specialist (Houston, hybrid)
Company: Financial Software Solutions (TrusteSolutions)

About the role

We build software that bankruptcy trustees and financial professionals rely on every day. When they have a question, you're the voice they hear. This is a phone-first support role for someone who likes solving problems for real people and keeps their cool when the caller doesn't. You'll report to a hands-on leader who works alongside the team.

What you'll do

• Answer inbound calls and walk customers through questions on our software
• Handle email and chat support when the phones are quiet
• Log accurate notes and account updates in our systems
• Spot recurring issues and flag them to the team
• Learn our products deeply enough to teach them

What we're looking for

• 2+ years in customer service with heavy phone volume (call center, bank branch, credit union, or similar)
• Comfortable in Outlook, Word, and Excel
• Fast, accurate data entry
• Clear writer, patient explainer
• Bonus -if you have: banking, loan operations, or bankruptcy exposure
• Ideal Candidate - someone that has been a teller, paralegal, worked within a banking or credit union environment working in a customer facing role.
• Must be able to work an eight hour shift between 7:00 AM to 7:00 PM CST

Details

• Houston, TX. Can be hybrid after onboarding.
• Full time
• Comprehensive benefits package to include 401k with matching

We're interviewing now and moving fast. Ideally would like to have someone in place by the end of the month.