Client Success Specialist
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Job Description
Client Success Specialist supporting consumers using Credible’s financial product marketplace. Handling high-volume phone, chat, and email inquiries across loans, mortgages, credit cards, and insurance.
Responsibilities:
- Respond to a high volume of inbound client inquiries by phone, live chat, and email
- Complete outbound calling campaigns to help clients move forward with loan requests
- Identify client needs and help clients use specific site features
- Identify trends impacting agent and client experience and communicate issues to Client Success Management
- Share thoughts, opinions, and insights with leadership
- Assist team members with questions and issues through internal team communication
- Perform assigned projects, initiatives, and responsibilities
Requirements:
- 1-3 years of customer service experience, ideally in a high-volume call center environment
- Experience using CRM tools, like Salesforce (preferred)
- Highly proficient in basic computer software and navigation, including SaaS applications
- A Bachelor’s degree is preferred, but experience may be considered in place of a degree
- Weekend and/or evening availability may be required because Customer Success is open 6 days a week
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