Client Success Specialist

Client Success Specialist I Debt Blue | Full‑Time | Monday–Friday, 10AM–7PM

Empathy. Transparency. Knowledge. Growth.

At Debt Blue, we believe financial freedom begins with compassion and continues with guidance that empowers individuals and families to reclaim control of their financial future. Our mission is to provide expert, integrity‑driven support throughout the debt‑relief journey - and that begins with hiring people who genuinely care.

We're looking for a Client Success Specialist I who is passionate about helping others, thrives in a fast‑paced, purpose‑driven environment, and is committed to creating positive, meaningful client experiences. If you're looking to build a long‑term career while making a real difference in people's lives, this is the place for you.

As a Client Success Specialist I, you'll serve as the primary point of contact for clients enrolled in our debt settlement program. You will motivate clients, support their progress, and help them stay on track to successfully complete the program.

You’ll manage a blend of inbound and outbound communication, respond to questions of varying complexity, and keep accurate documentation of every interaction. This role reports directly to the Client Success Manager.

• Clearly communicate our programs and consumer debt‑relief options
• Use our CRM to manage, assign, and complete daily tasks
• Maintain accurate, detailed, and timely account notes
• Respond to incoming client requests with professionalism and urgency
• Conduct monthly follow‑up calls to support client progress
• Proactively reach out using phone, email, and text communication channels
• Complete outbound calls and update task statuses consistently
• Assist with departmental operations and cross-team support as needed

Working at Debt Blue isn't just a job - it's an investment in your future. As a Client Success Specialist, you will develop skills that support long‑term career growth inside and outside the financial services industry.

• Clear paths to roles such as Senior Client Success Specialist, Team Lead, Quality Analyst, Trainer, or Operations roles
• Opportunities to participate in departmental projects that build leadership and strategic skills

• Hands‑on coaching and ongoing training
• Exposure to CRM tools, workflow systems, and quality‑management practices
• Skill‑building in communication, conflict resolution, and decision‑making

• Deep understanding of consumer debt, budgeting, credit, and financial well‑being
• The opportunity to help clients improve their lives while strengthening your own financial knowledge

• High‑impact customer experience skills
• Time management and multi‑channel communication
• Problem‑solving and critical thinking
• Relationship building and client motivation techniques

These are skills that carry weight across operations, HR, financial services, tech, customer experience, and leadership roles
.

• 1–2 years of customer service experience
• Strong empathy and passion for helping clients facing financial hardship
• Good judgment, time management, and multitasking abilities
• High energy and ability to excel in a fast‑paced, metrics‑driven environment
• Excellent attendance and reliability
• Bilingual in Spanish is a plus

• Paid training and certification
• Comprehensive medical, dental, and vision insurance
• Paid Time Off (PTO) + paid holidays
• 401(k) with company match
• Meaningful work that changes lives
• A team culture built on trust, support, and continuous improvement

Debt Blue, LLC is committed to fostering an inclusive, diverse workplace. We welcome applicants of all backgrounds and prohibit discrimination based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any protected status.