Client Success Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Success Specialist supporting GreenPath’s Debt Management Program clients by phone. Managing accounts, payments, creditor communications, and financial wellness journeys remotely.
Responsibilities:
- Provide phone support to clients enrolled in the Debt Management Program
- Take 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 a seamless client experience
- Encourage and motivate clients throughout their financial journey
- Complete three weeks of mandatory full-time training before transitioning to the regular schedule
Requirements:
- 2–3 years of customer service experience (call center preferred)
- Associate’s degree preferred; Bachelor’s degree may substitute for experience
- Strong professionalism when supporting clients through sensitive financial situations
- Strong, empathetic, professional, and clear communication skills
- Experience with Windows-based systems and CRM tools
- Comfort with numbers and basic financial calculations
- Ability to review credit card statements, due dates, and payment schedules
- Private, enclosed room with a door for remote work
- Hard-wired ethernet connection and standard broadband internet
- Security camera in addition to standard computer setup
- Home environment must support productivity and not be used as a replacement for caregiving
- Internet speed of at least 200 Mbps for a single-person residence or 400 Mbps for residences with 2+ people
- Availability for Monday–Friday schedules, including one late-night shift each week
- Must complete mandatory full-time training beginning November 30, 2026
- Comfortable working in a structured, performance-driven environment
Benefits:
- Growth and development opportunities
- Supportive, inclusive, and collaborative work environment
- Competitive compensation and benefits
- Mission-driven organization with over 60 years of impact in financial wellness
Similar Jobs
Enterprise Customer Success Manager
Enterprise Customer Success Manager retaining and expanding complex church accounts for Overflow’s B2B philanthropy SaaS platform. Managing executive relationships, renewals, quarterly reviews, and strategic growth.
Customer Success Manager
Customer Success Manager strengthening client relationships and retention for Eleken’s subscription-based SaaS design services. Managing feedback, invoicing, renewals, and expansion opportunities remotely.
Customer Success Manager
Customer Success Manager coordinating customer relationships, dispatch, and service events for 626, a nationwide medical imaging equipment service provider. Supporting engineers, SLAs, quoting, work orders, and billing.
Manager, Client Success – Anesthesia
Client Success Manager overseeing anesthesia client accounts for Ventra Health, a healthcare revenue cycle management provider. Improving collections, resolving escalated issues, and monitoring client performance.
Customer Success Specialist
Customer Success Specialist supporting onboarding, gaming product adoption, and customer retention at Aristocrat. Managing customer relationships, usage data, onsite projects, and issue resolution.
Customer Success Manager
Customer Success Manager guiding eCommerce businesses through adoption, retention, and growth on Linnworks’ automation platform. Managing customer relationships, health, value realization, and cross-functional issue resolution.
Senior CRM Marketing Lead
CRM Marketing Lead owning email, SMS, lifecycle journeys, and retention strategy for baby products brand Snuggle Me Organic. Growing DTC revenue through customer insight and personalised communications.
CRM Admin Intern
CRM administration intern managing user access, workflows, data, and integrations for Abhyaz’s remote IT services projects. Supporting users, training staff, and delivering weekly project outcomes.
Senior Customer Success Manager
Senior Customer Success Manager guiding Zetron ACOM customers through adoption, retention, and expansion. Supporting mission-critical public safety and communications solutions with cross-functional teams.
Customer Success Specialist – Farming
Customer Success Specialist wspierający lekarzy i specjalistów w korzystaniu z oprogramowania SaaS ZnanyLekarz. Rozwijanie zaangażowania klientów, zapobieganie churnowi i dosprzedaż produktów.
Customer Success Manager
Customer Success Manager supporting Audatex Australia’s global enterprise clients. Managing retention, service delivery, escalations and SLA fulfillment during Asia-Pacific business hours.
VP, Customer Success – Americas
VP leading customer success for Riedel’s broadcast and live-event communication solutions across the Americas. Driving retention, expansion, advocacy, and operational excellence.
Account Manager – Customer Success
Account Manager managing customer relationships and adoption of McKesson’s oncology software. Supporting iKnowMed G2 EHR implementations, workflows, training, and issue resolution.
Director, Customer Success
Customer Success Director leading strategic enterprise accounts for NICE’s AI-powered customer experience software. Driving adoption, retention, expansion, and measurable value across global clients.
Manager, CRM Marketing
CRM Marketing Manager leading lifecycle campaigns, segmentation, and personalization for PrizePicks’ daily fantasy sports platform. Optimizing engagement, retention, and loyalty through data-driven CRM strategy.
Customer Success Tax Expert – Accounting, Tax
Customer Success Tax Expert für BuchhaltungsButler, eine cloudbasierte Buchhaltungssoftware für Unternehmen. Betreuung von SaaS- und E-Commerce-Kund:innen sowie Erstellung von KI- und Content-Ressourcen.
Director, Global Customer Success
Director leading global customer success and technical support for IonQ’s quantum and space technology solutions. Owning post-sale outcomes, renewals, mission success, and distributed team scaling.
Customer Success Manager
Customer Success Manager managing Enterprise accounts for Conga, which unifies commercial operations workflows. Driving customer value, retention, expansion, and pipeline through strategic success planning.
Senior Manager, Customer Success
Senior Customer Success leader driving digital adoption, portfolio governance, and value realization for Johnson & Johnson MedTech. Building customer relationships and scaling a digital success operating model.
Partner Success Manager
Partner Success Manager enabling VAR partners to grow Kinaxis’s AI-powered supply chain orchestration business. Driving partner readiness, pipeline governance, co-selling, and customer delivery outcomes in India.