Client Success Specialist

Pay Rate: $17/hr + uncapped monthly bonuses

Schedule:

M-F 8am-5, 9am-6, 10am-7

Location:

Onsite in Richardson, TX

At Debt Blue, we believe financial freedom starts with empathy, transparency, and knowledge. Our mission is to serve individuals and families across the country with compassion, integrity, and best-in-class guidance throughout their debt relief journey. As a company built on trust, our team of certified debt professionals is driven by a shared belief in prioritizing our clients above all else. We are here to advocate fiercely, educate clearly, and customize solutions to empower our clients with a path to a better financial future.

Client Success Specialist I is the primary source of contact for clients enrolled in our debt settlement program. The ideal candidate will motivate clients to graduate (complete the program) by listening to their needs and providing them with a positive experience. CSS resolves simple to complex client inquiries in a professional and courteous manner using detailed knowledge of program, systems, applications, and problem solving-decision making skills while adhering to company guidelines and Debt Blue Core Values.

The Client Success Specialist will report to the Client Success Manager.

• Communicate thorough understanding of company products and consumer debt relief options to clients as necessary.
• Utilize Customer Relationship Management system (CRM) to assign and complete tasks.
• Notate client accounts in CRM with accurate and complete information to ensure exceptional communication between employees and departments.
• Professionally handle incoming client requests and make monthly follow-up calls.
• Proactively address client needs via various communication channels.
• Complete outbound calls and annotate tasks.
• Other duties as required to support department operations.

• High School Diploma or GED (required).
• 1-2 years customer service experience.

• Empathy and willingness to assist clients throughout their financial hardship.
• Problem solver with the ability to multitask using judgment and decision-making skills.
• Talent to compete in a fast-paced, high-energy environment.
• A stellar work ethic including a record of punctuality and good attendance.
• Proficiency in Microsoft Office, SharePoint and client service software, database, and tools.
• Bilingual (Spanish) is a plus.

• Paid Training & Certification.
• Comprehensive Health, Dental, and Vision Insurance.
• Paid Time Off (PTO) + Paid Holidays.
• 401(k) with Company Match.

We, , are an Equal Opportunity Employer and are committed to creating an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other status protected under applicable federal, state, or local laws. We encourage individuals from all backgrounds to apply.