Client Success Agent

Join to apply for the Client Success Agent role at National Debt Relief, LLC

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Join to apply for the Client Success Agent role at National Debt Relief, LLC

In the Client Success Agent role, you’ll bring courage into every conversation, empowering clients with the confidence to take control of their financial future. Your compassion and expert guidance will inspire resilience and progress throughout their debt relief journey. The Client Success Agent is focused on providing exceptional voice support in an unscripted environment for our clients who are enrolled in our debt settlement program.

A typical day consists of making and answering inbound and outbound calls discussing complex financial situations while maintaining accurate account documentation and building positive rapport with our client base. Our team drives high satisfaction and service by exemplifying our core values to ensure they receive the best possible client experience with National Debt Relief.

• Utilize client relationship management software (Salesforce) to facilitate the process of responding to customer calls and addressing customer concerns
• Resolve client inquiries, complex scenarios, and program concerns in high stress environments with empathy, confidence, subject matter knowledge, and relationship building skills to deliver a positive, solution‑focused experience
• Document client discussions clearly and concisely
• Present settlement proposals to clients for approval
• Responsible for guiding the client’s discussions with next steps to progress towards their financial goals
• Escalate and direct clients to leadership and other departments as needed
• Assist clients that may have creditors seeking legal action, providing guidance through the process

• High school diploma/GED required;
  Bachelor's degree preferred
• 2 years’ customer service or relationship‑based support role experience required
• Financial or banking organization experience preferred
• Support and de‑scalate vulnerable clients under stress using empathy and active listening skills
• Strong working knowledge of client service processes, using an internal knowledge base, and providing a positive client experience
• Exceptional attention to detail and strong organizational skills, with the ability to navigate multiple systems simultaneously while maintaining accurate, transparent, and solution‑focused communication with clients
• Strong critical thinking and problem‑solving abilities
• Ability to remain professional, confident, and patient when faced with complex problems
• Proficient in Microsoft Excel and Office

• Attain and maintain high performance expectations on a monthly basis
• Work in a fast‑paced, high‑volume setting
• Clearly explain details about the company's debt settlement program to current clients
• Recall details of calls with clients and to record those details accurately in Salesforce
• Use and navigate multiple computer systems with exceptional multi‑tasking skills
• De‑escalate stressful situations
• Support and de‑escalate vulnerable and sometimes difficult clients
• Remain calm and professional during difficult discussions
• Take constructive feedback

• Computer competency and ability to work with a computer
• Prioritize multiple tasks and projects simultaneously
• Exceptional written and verbal communication skills
• Punctuality expected, ready to report to work on a consistent basis
• Attain and maintain high performance expectations on a monthly basis
• Work in a fast‑paced, high‑volume setting
• Use and navigate multiple computer systems with exceptional multi‑tasking skills
• Remain calm and professional during difficult discussions
• Take constructive feedback
• Available for full‑time position, overtime eligible if classified non‑exempt

Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for each position across the US. Within the range, individual pay is determined by work location, job‑related skills, experience, and relevant education or training. This good faith pay range is provided…