Client Success Specialist

Job Summary

A company is looking for a Client Success Specialist to join their team.

Key Responsibilities

• Respond to a high volume of inbound client inquiries via phone, live chat, and email
• Complete outbound calling campaigns to assist clients with their loan requests
• Identify client needs and help them navigate specific site features

Required Qualifications

• A Bachelor's degree is preferred, but relevant experience may be considered in lieu of a degree
• 1-3 years of customer service experience, preferably in a high-volume call center environment
• Experience with CRM tools, such as Salesforce, is preferred
• Proficiency in basic computer software and navigation, including SaaS applications