Client Success Specialist

Join Our Mission-Driven Team as a Client Success Specialist

Location:

Remote

Employment Type:

Full-Time
Department:
Client Services

Training Start Date: July 20th, 2026 (Training is mandatory)

About the Role

At Green Path, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS), you'll be the heart of our mission-supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're eager to grow your financial knowledge - like learning how to calculate percentages, understand credit reporting, and review real-life financial documents - this role is for you.

You'll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key. If you're passionate about delivering exceptional service and making a real difference, we want to hear from you!

Video - Meet The Hiring Team:
Linda, Leslie, & Tiffany

What You'll Do

• Provide top-tier support via phone to clients on our Debt Management Program.

• 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.

What You Bring

• 2-3 years of customer service experience (call center preferred).

• Associate's degree preferred;
Bachelor's degree may substitute for experience.

• A strong sense of professionalism is essential when supporting clients through sensitive financial situations.

• Strong communication skills-empathetic, professional, and clear.

• Tech-savvy with experience in Windows-based systems and CRM tools.

• Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules.

• Bilingual (English/Spanish) a plus!

Remote Work From Home Requirements

• A private, enclosed room with a door.

• Hard-wired internet connection (ethernet required) and standard broadband internet.

• Security camera in addition to standard computer setup.

• Home environment must support productivity; remote work is not a replacement for caregiving.

Internet Requirements
- Standard Broadband Internet
• 200 Mbps minimum for a single-person residence
• 400 Mbps minimum for residences with 2+ people

Why Green Path?

• A mission-driven organization with over 60 years of impact in financial wellness.

• A culture rooted in Integrity, Quality, and Teamwork.

• Growth and development opportunities.

• Supportive, inclusive, and collaborative work environment.

• Competitive compensation and benefits.

Additional Details

Monday - Friday work schedule

Hours are typically 8 am - 5 pm or 9 am - 6 pm. One late night shift is required each week. The late night shift is typically 10 AM - 7 PM or 11 AM - 8 PM.

* Must be comfortable working in a structured, performance-driven environment.

Training:

• Begins July 20th, 2026

• Mandatory, full-time for three weeks. Typically training is from 10 AM - 7 PM EASTERN Time.

• After training, you transition into your regular schedule.

Ready to Support Clients on Their Path to Financial Wellness?

Apply today and become part of a team committed to making a difference; one call at a time.