Client Success Specialist

Responsibilities: Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email Complete outbound calling campaigns to help clients move forward with their loan request Identify client needs and help clients use specific site features Identify trends impacting agent and client experience and communicate issues to Client Success Management Have the opportunity to share your thoughts, opinions, and insights with leadership Assist other team members with questions/issues they may have through internal team communication Perform other outlined projects, initiatives, and responsibilities as assigned by your supervisor Education and Experience: 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 Nice to Have: Patient, courteous, energetic, and empathetic; both on the phone and in writing Customer-focused; you understand what makes people tick and you want to help them succeed Good at spotting patterns; you notice when a lot of people are running into similar issues and you are excited to help us make that problem disappear Problem Solver; you enjoy troubleshooting and investigating client issues, using critical thinking skills and resources to develop solutions Team Oriented; you work well with others and enjoy being part of a larger team, helping and supporting others Why work at Credible? We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance. We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law.