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US 12w maternity

  • Respond to client calls using CRM software, addressing concerns with empathy.
  • Resolve complex financial situations with subject matter knowledge, documenting discussions.
  • Present settlement proposals to clients and guide them toward their financial goals.

Salesforce Customer Service Problem-solving Microsoft Excel Communication Skills

10 jobs similar to Client Success Agent

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$31,200–$130,000/yr
US

  • Consult and enroll clients into debt relief programs or recommend options.
  • Document client discussions using Salesforce.
  • Meet performance criteria set forth by the management team.

National Debt Relief, founded in 2009, aims to help consumers deal with debt and is a trusted consumer debt relief provider. They've assisted over 450,000 people settle over $10 billion of debt, promoting a healthier financial lifestyle.

$800–$1,000/mo
Global

  • Serve as the initial point of contact for potential clients via phone, email, and in-person inquiries.
  • Conduct thorough intake interviews to gather essential information about the client's financial situation and legal needs.
  • Assess the client's eligibility for bankruptcy and other debt relief options.

SolvoGlobal is a company that provides timely and effective legal assistance. They have open roles company-wide and value a collaborative environment.

US

  • Provide helpful and caring customer service over high volume inbound and outbound client phone calls.
  • Proactively identify, analyze and resolve client issues by utilizing active listening and critical thinking.
  • Develop and maintain positive client relations and work collaboratively with other departments.

Beyond Finance helps everyday Americans escape debt and step into a brighter financial future through individualized care and supportive technology. They've helped over 1 million clients and have a forward-thinking, rapidly growing organization focused on helping people.

$800–$1,000/mo
Latin America

  • Make outbound collection calls and handle inbound communications.
  • Negotiate payment arrangements, process payments, and secure promises to pay.
  • Accurately verify debtor identity and account details.

Solvo Global provides various business solutions. The company seems to have a global reach and promotes a remote-friendly work environment.

US

  • Requests records and information from providers.
  • Responds to telephone inquiries promptly, professionally, and efficiently to provide resolution.
  • Analyzes provider questions to determine best use of resources to resolve the situation.

Empower AI provides federal agency leaders with tools to elevate their workforce's potential for transformation. They leverage three decades of experience solving complex challenges in Health, Defense, and Civilian missions and are headquartered in Reston, VA.

US

  • Handle customer inquiries and analyze payment history.
  • Communicate account statuses and recommend solutions.
  • Maintain accurate records of customer interactions.

Sutherland is a digital transformation company that helps customers globally achieve greater agility and transform automated customer experiences. As a Great Place to Work certified company, they have been in business for over 35 years and work with well-known brands.

$1,000–$1,100/mo
US

  • Answer incoming calls promptly and professionally.
  • Conduct basic client intake by collecting caller information and case type.
  • Maintain accurate call logs and client notes in the firm's CRM.

They are a personal injury law firm specializing in serious injury cases. Their team includes attorneys, paralegals, and support staff committed to providing high-quality legal services.

US

  • Answer inbound calls from customers about the reverse mortgage program.
  • Initiate outbound calls to potential customers and qualify them.
  • Transfer interested and qualified customers to the sales team.

Longbridge helps seniors unlock their home equity, allowing them to enjoy their retirement. They have an "Excellent" rating on Trustpilot and have been named a Great Place to Work® three years in a row, offering opportunities for growth and a positive culture.

Global

  • Responding to customer queries in a timely & effective manner.
  • Documenting & logging issues, customer compliments & complaints.
  • Helping customers go through our application flow when required.

They are reinventing consumer credit by using technology to easily tap into people’s assets. They are a well-capitalized team of technology and finance executives with top-tier investors, and their culture values depth and rigor of thought, minimalist design, and speed of execution.

US 4w paternity

  • Handle high-volume inbound and outbound calls to support student inquiries.
  • Respond to student questions and assess financial status.
  • Document all interactions promptly and accurately, ensuring timely notifications to the appropriate Financial Aid personnel.

Universal Technical Institute has 60 years of experience and is trusted by 35+ industry-leading brands, 16 campuses, and 16 technical programs. They care about making a change in the lives of their employees and students, expanding reach and increasing impact, one life at a time.