Hybrid Customer Success Specialist – Financial Software (Houston)

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

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.