Remote Client Success Specialist — Debt Management

GreenPath Financial Wellness; Augusta (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

GreenPath Financial Wellness seeks a Client Success Specialist to support clients in our Debt Management Program from a remote, full‑time role. You’ll be the heart of our mission, helping clients reach their financial goals with empathetic, clear communication and careful record keeping.

Requirements include 2–3 years of customer service experience (call center preferred), an associate degree (bachelor may substitute), and comfort with numbers and basic financial statements.

Qualifications

• 2–3 years of customer service experience (call center preferred).
• Associate’s degree preferred; Bachelor’s degree may substitute for experience.
• Professional, empathetic communication; clear and accurate record keeping.
• Tech-savvy with Windows-based systems and CRM tools.
• Bilingual English/Spanish a plus.

Responsibilities

• Provide top-tier support via phone to Debt Management Program clients.
• Taking back-to-back calls in a call center environment.
• Support client accounts and ensure seamless account management.
• Manage proposals, payments, deposits, and creditor communications.
• Proactively review client accounts to identify and resolve issues.
• Maintain accurate records and ensure compliance with state regulations.
• Collaborate across departments to ensure seamless client experience.
• Encourage and motivate clients throughout their financial journey.

Skills

Customer service experience

Call center experience

CRM tools

Communication skills

Bilingual English/Spanish

Education

Associate degree preferred

Bachelor's degree may substitute for experience

Tools

Windows OS

CRM software

Job description

GreenPath Financial Wellness seeks a Client Success Specialist to support clients in our Debt Management Program from a remote, full‑time role. You’ll be the heart of our mission, helping clients reach their financial goals with empathetic, clear communication and careful record keeping.

Requirements include 2–3 years of customer service experience (call center preferred), an associate degree (bachelor may substitute), and comfort with numbers and basic financial statements.