Remote Client Success Specialist I

Summary

Join our Customer Success Team and help customers make informed decisions about their financial future by responding to inquiries and providing guidance on the loan process.

Requirements

• A Bachelor’s degree (preferred, but experience may be considered in lieu 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)

Responsibilities

• Respond to a high volume of inbound customer inquiries coming in by phone, live chat, and email
• Perform outbound calls to re-engage with customers and guide them through the loan process
• Identify trends impacting client experience and communicating operational issues to our Product Management and Software teams
• Have the opportunity to share your thoughts, opinions, and insights with leadership
• Perform other duties as assigned by your supervisor

Benefits

We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend