Remote Client Success Specialist — White-Glove Service

OP RaaS; Houston (TX); Remote; USD 42,000 - 54,000; Full time

Job summary

Beyond Finance is seeking a Client Success Specialist to serve as the primary contact for clients in hardship programs. You will guide them from enrollment through graduation with a caring, high-touch service mindset and strong problem-solving skills.

In a remote call center environment, you’ll handle high volume calls, resolve issues on first contact when possible, document activity in our CRM, and collaborate with other teams to ensure timely, accurate support and client retention.

Qualifications

• Bachelor’s degree preferred.
• Strong written and verbal communication skills.
• Experience with CRM systems and high-volume support.

Responsibilities

• Provide helpful, caring customer service over high-volume inbound/outbound calls in a remote call center.
• Identify, analyze, and resolve client issues with first-call resolution when possible.
• Handle emails/inquiries requiring clear written/verbal communication.
• Maintain positive client relations and collaborate with other departments to address requests.
• Document information in the CRM and research across multiple systems to support client accounts.

Education

Bachelor's degree

Job description

Beyond Finance is seeking a Client Success Specialist to serve as the primary contact for clients in hardship programs. You will guide them from enrollment through graduation with a caring, high-touch service mindset and strong problem-solving skills.

In a remote call center environment, you’ll handle high volume calls, resolve issues on first contact when possible, document activity in our CRM, and collaborate with other teams to ensure timely, accurate support and client retention.