Client Success Agent

$41,600 - $41,600/Yr

National Debt Relief

Full-time - Entry Level

Remote

Professional, Scientific, and Technical Services

About the position

The Client Success Agent at National Debt Relief is responsible for providing exceptional voice support to clients enrolled in the debt settlement program. This role involves making and answering calls, maintaining account documentation, and building positive relationships with clients to ensure high satisfaction and service. The position is fully remote and requires individuals to work in a fast-paced environment while exemplifying the company's core values.

Responsibilities

• Utilize client relationship management software (Salesforce) to facilitate the process of responding to customer calls and addressing customer concerns.
• Resolve client inquiries, complex scenarios, and concerns with confidence, relationship building, and listening skills.
• Support clients with empathy, understanding, and subject matter knowledge.
• Document client discussions clearly and concisely.
• Present settlement proposals to clients for approval.
• Guide clients' discussions with next steps to progress towards their financial goals.
• Assist clients facing legal action from creditors and provide guidance through the process.
• Escalate and direct clients to managers, team leads, and other departments as needed.

Requirements

• High school diploma or GED required; College degree preferred.
• 2+ years of experience working in a relationship-based support role.
• 2+ years of Customer Service experience.
• Experience within a financial or banking organization preferred.
• Excellent interpersonal communication skills, both verbal and written.
• Strong critical thinking and problem-solving abilities.
• Strong organizational and multi-tasking skills with acute attention to detail.
• Proficient in Microsoft Excel and Office.

Nice-to-haves

• Experience in a fast-paced, high-volume setting.
• Ability to de-escalate stressful situations.
• Experience in financial consultations.

Benefits

• Commuter assistance
• Paid parental leave
• Paid holidays
• Health insurance
• Dental insurance
• Vision insurance
• 401(k) matching
• Volunteer time off
• Life insurance