[Remote] Client Success Specialist

Note: The job is a remote job and is open to candidates in USA. Credible is a leading U.S. consumer finance marketplace, transforming the way consumers access and compare financial products. As a Client Success Specialist, you will respond to customer inquiries and tech support requests, helping clients make informed decisions about their financial future.

Responsibilities

• Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email
• Complete outbound calling campaigns to help clients move forward with their loan request
• Identify client needs and help clients use specific site features
• Identify trends impacting agent and client experience and communicate issues to Client Success Management
• Have the opportunity to share your thoughts, opinions, and insights with leadership
• Assist other team members with questions/issues they may have through internal team communication
• Perform other outlined projects, initiatives, and responsibilities as assigned by your supervisor

Skills

• A Bachelor's degree (preferred, but experience may be considered in place of a degree)
• 1-3 years of customer service experience, ideally in a high-volume call center environment
• Experience using CRM tools, like Salesforce (preferred)
• Highly proficient in basic computer software and navigation; including SaaS applications
• Patient, courteous, energetic, and empathetic; both on the phone and in writing
• Customer-focused; you understand what makes people tick and you want to help them succeed
• Good at spotting patterns; you notice when a lot of people are running into similar issues and you are excited to help us make that problem disappear
• Problem Solver; you enjoy troubleshooting and investigating client issues, using critical thinking skills and resources to develop solutions
• Team Oriented; you work well with others and enjoy being part of a larger team, helping and supporting others

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