Client Success Specialist

Job Summary

A company is looking for a Client Success Specialist to assist customers with inquiries and support related to financial products.

Key Responsibilities:

• Respond to a high volume of inbound client inquiries via phone, live chat, and email
• Complete outbound calling campaigns to facilitate client loan requests
• Identify client needs and assist them in utilizing specific site features

Required Qualifications:

• 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