Client Success Agent II
N
National Debt ReliefDebt Settlement
United States, 6am - 3pm, 8am - 5pm, or 9am - 6pm Pacific TimeFull-TimeMiddle
Salary$21/hr + eligible for performance based bonuses
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Job Details
- Experience
- Minimum of 2 years in a customer service or relationship-based support role
- Required Skills
- SalesforceCommunication SkillsMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficeCritical thinkingActive listening
Requirements
- High school diploma or equivalent required; bachelor's degree preferred.
- Minimum of 2 years in a customer service or relationship-based support role.
- Strong ability to support and de-escalate vulnerable clients under stress using empathy and active listening.
- Strong working knowledge of client service processes and internal knowledge bases.
- Exceptional attention to detail and organizational skills.
- Proficient in Microsoft Excel and Office.
- Ability to navigate multiple systems simultaneously while maintaining accurate communication.
- Strong critical thinking and problem-solving abilities.
- Ability to work with a computer and multitask effectively.
- Available for full-time work and consistent punctuality.
- Ability to remain calm and professional during difficult discussions.
Responsibilities
- Utilize CRM software (Salesforce) to respond to facilitate the process of responding to customer calls and addressing customer concerns.
- Resolve client inquiries, complex scenarios, and program concerns in high stress environments with empathy and subject matter knowledge.
- Handle legal, pre-legal, lawsuit, summons, and creditor escalation calls.
- Conduct complex de-escalations with distressed or high-stakes client situations.
- Interpret legal documents and provide accurate next-step guidance.
- Maintain elevated compliance standards and documentation accuracy.
- Document client discussions clearly and concisely.
- Present settlement proposals to clients for approval.
- Escalate and direct clients to leadership and other departments as needed.
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