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US

  • Call clients whose accounts have recently fallen behind and reach a real conversation.
  • Find out what actually happened to drive the right solution and secure a commitment.
  • Document every contact accurately and bring what you learn back to the team.

Communication Retention Compliance Customer Service Zendesk

20 jobs similar to Client Solutions Specialist

Jobs ranked by similarity.

$15–$16/hr
US

  • Provide support via phone, email, and chat.
  • Resolve cancellation requests with tailored solutions.
  • Manage scheduling and case tracking.

SAPS LLC works to help dogs and their owners by providing retention services. They offer a collaborative and supportive remote team environment.

$18–$18/hr
US

  • Review and analyze delinquent accounts to determine the best course of action for resolution.
  • Contact clients via phone and email to discuss accounts and negotiate repayment plans.
  • Document all interactions and agreements and ensure compliance with company policies.

Above Lending is a next-generation financial services company helping everyday Americans break the cycle of high-cost debt and move toward a stronger financial future. They are a rapidly growing company with a culture grounded in compliance and ethics.

$52,000–$56,000/yr
US

  • Take inbound customer cancellation calls and retain them as customers.
  • Make daily outbound calls to customers with failed subscription payments.
  • Proactively identify retention and upsell opportunities by aligning solutions with customer needs.

Aura is on a mission to create a safer internet with a suite of intelligent digital safety products. The team of over 400 people worldwide is guided by experienced leadership that has grown startups into multi-billion dollar organizations.

$60,000–$75,000/yr
US 3w PTO

  • You will communicate with clients on the phone to understand their situation and advise them on next steps.
  • You’ll master complex topics and internal tools to help hundreds of people each week.
  • You’ll be measured by and compensated for the impact you have on clients.

Atticus is a platform that connects sick or injured Americans with government benefits and insurance compensation. The company has raised over $100 million from top VC firms, helped hundreds of thousands of people access over $10 billion in aid, and earned over 20,000 five-star reviews.

LATAM

  • Proactively reach out to patients at risk of canceling or disengaging.
  • Handle inbound cancellation and pause requests with empathy and professionalism.
  • Support patient retention by identifying solutions that meet their needs.

LumiMeds is a fast-growing U.S.-based telehealth startup focused on weight management and long-term metabolic health. As a remote-first, globally distributed team, they value clarity, accountability, and initiative.

US

  • Manage an active pipeline of delinquent accounts, evaluating borrower financials and recommending workout solutions.
  • Help build a scalable Loss Mitigation program by developing SOPs, workflows, and reporting.
  • Collaborate with Compliance, Legal, and other teams to ensure effective and compliant borrower assistance.

Zippy makes getting a loan for a manufactured home simple, fast, and fully online. They are a remote-first company with a team across the US, backed by institutional investors and offering competitive compensation.

US 12w maternity 12w paternity

  • Work independently in a fast-paced remote environment with management and team guidance.
  • Handle inbound and outbound phone calls and emails through our dialer system.
  • Assess customer needs, explore all options, and introduce different types of loans.

Reprise Financial simplifies the financial journey by making personal loans accessible and transparent. They foster a workplace built on innovation, collaboration, and kindness.

US 4w PTO

  • Speak with potential clients to understand their needs and sign them as new clients, using a soft sales approach.
  • Work independently to handle a high volume of calls and messages, managing and tracking prospect pipeline.
  • Conduct detailed phone interviews to assess case potential and conduct new client intake and onboarding.

The Advocates is a growing personal injury law firm with branches across the United States, dedicated to representing victims of accidents with kindness and respect. The PNW branch, headquartered in Seattle, WA, has branches in Portland, OR and Spokane, WA and works with clients throughout Washington and Oregon.

US

  • Manage high volume of outbound calls (150-200 daily) to customers with overdue accounts.
  • Negotiate effective payment arrangements to bring accounts current while balancing empathy and policy.
  • Resolve customer concerns with professionalism, ensuring accurate record-keeping and compliance.

Enova International is a leading financial technology company providing online financial services via its AI platform. It fosters a values-driven inclusive culture with employee resource groups and development opportunities.

$200,000–$280,000/yr
US

  • Drive revenue growth by selling Prodigal's AI agents to CXOs/VPs of Lenders, BPOs/Call centers with a typical sales cycle of ~90-120 days.
  • Build and maintain a robust sales pipeline, managing opportunities through the sales funnel to close a quota of $800k+ annually.
  • Work closely with leadership and cross-functional teams to shape sales strategies and optimize end-to-end processes.

Prodigal builds AI agents for loan servicing and collections, creating an agentic workforce for consumer finance. Backed by Y Combinator, Accel, and Menlo Ventures, it serves over 100 enterprise customers across North America.

Brazil

  • Proactively contact at-risk customers to prevent cancellations and improve engagement.
  • Handle inbound cancellation and pause requests with empathy and professionalism.
  • Maintain accurate customer records and collaborate with teams to improve retention strategies.

A digital healthcare company is seeking a Customer Retention Specialist to support customer engagement. The company is a fast-growing, remote-first organization with a collaborative culture focused on improving health outcomes.

$125,000–$175,000/yr
US

  • Drive client retention and growth by monitoring satisfaction, identifying upsell opportunities, and ensuring renewals through demonstrated ROI.
  • Guide new clients through successful onboarding and implementation, tailoring strategies to their unique needs.
  • Serve as the primary point of contact for your portfolio of clients, fostering strong, long-term relationships.

DeepJudge is an intelligence layer for legal work, founded by former Google search engineers with PhDs in AI from ETH Zurich. Backed by a $42.2M Series A from Felicis and Coatue, the company is headquartered in Switzerland with a growing team across North America and Europe.

$52,000–$56,000/yr
US

  • Handle inbound cancellation calls to retain customers and resolve issues.
  • Conduct outbound outreach to customers with payment failures and provide solutions.
  • Educate customers on digital safety and recommend relevant products to increase retention.

Jobgether connects candidates with hiring companies through AI-powered matching. They operate a fast-growing technology and SaaS environment with a supportive and inclusive workplace culture.

US

  • Serve as the primary relationship manager for a portfolio of servicing clients and strategic partners.
  • Oversee servicing operations, transfer initiatives, and operational excellence across assigned portfolios.
  • Monitor portfolio performance metrics and coordinate with internal teams to drive client experience.

Zippy is a fintech company that provides home loans and insurance exclusively for manufactured home buyers, offering a seamless digital experience. The remote-first team is spread across multiple states, backed by institutional investors, and committed to finance happiness through homeownership.

$40,000–$60,000/yr
US Unlimited PTO 12w maternity 12w paternity

  • Resolves incoming customer inquiries and requests related to mortgage loans.
  • Reaches out to borrowers to resolve payment issues and documents interactions.
  • Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.

Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.

US 4w PTO

  • Customer-centric inbound and outbound communication that meets company quality standards
  • Investigation and verification of credit, employment, and financial information supporting mortgage underwriting
  • Management of incoming and pending supplement requests with attention to detail and turnaround time

Altisource drives innovation that powers the mortgage and real estate lifecycle. They foster an inclusive culture celebrating diverse voices and are committed to fair hiring.

LATAM Africa Eastern Europe

  • Manage inbound sales conversations via SMS, email, and live chat to engage warm prospects.
  • Nurture leads through consultative communication, overcoming objections and guiding customers toward conversion.
  • Maintain accurate CRM documentation and collaborate with internal teams to improve engagement processes.

The company is a fast-growing digital healthcare firm providing accessible telehealth and prescription treatments through an online platform. It emphasizes technology, licensed professionals, and personalized support, with a culture focused on customer experience and responsible communication.

$140,000–$160,000/yr
Unlimited PTO

  • Drive the full sales cycle for mortgage prospects, acting as a product advisor and consultative seller.
  • Manage complex buying committees and expand accounts by identifying new use cases.
  • Collaborate with Product and Solutions Engineering to scope integrations and bring customer feedback.

Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data. The company is backed by Kleiner Perkins and is an approved verification vendor for Fannie Mae and Freddie Mac.

US

  • Support customers through text-based communication during evening, night, and weekend shifts.
  • Guide customers through loan applications by answering questions and addressing objections.
  • Maintain accurate documentation and manage multiple conversations efficiently to meet performance metrics.

Reprise Financial simplifies the financial journey by making personal loans accessible and transparent. The company fosters a workplace built on innovation, collaboration, and kindness, encouraging growth and open communication.

US

  • Act as the first point of contact for potential claimants, managing inbound leads via phone, text, and email.
  • Conduct prompt outreach to new leads using Salesforce and ZenDesk, and guide them through the onboarding flow.
  • Identify eligible leads and maintain accurate records of interactions to meet conversion goals.

Advocate empowers Americans to obtain government support by reducing wait times and bureaucratic obstacles in the benefits application process using AI and machine learning. They are a fully remote, small team of EDPNAs and case managers with a mission-driven culture.