Client Success Specialist
Job in
Coos Bay, Coos County, Oregon, 97458, USA
Listed on 2026-01-12
Listing for:
Credible
Full Time
position Listed on 2026-01-12
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Customer Service Rep, Customer Success Mgr./ CSM, Bilingual
Job Description & How to Apply Below
Employer Industry: Financial Services Marketplace
Why consider this job opportunity:- Compensation of $20.00 per hour
- Opportunity for career advancement within the Client Success Team
- Work in a supportive and collaborative environment
- Engage in a role that combines customer service and problem-solving
- Contribute to a mission focused on ethical lending and insurance practices
- Chance to be part of a company that values transparency and customer empowerment
- Respond to a high volume of inbound client inquiries via phone, live chat, and email
- Complete outbound calling campaigns to assist clients with their loan requests
- Identify client needs and guide clients in using specific site features
- Communicate trends impacting agent and client experience to Client Success Management
- Assist team members with questions and issues through internal communication
- 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, such as Salesforce (preferred)
- Highly proficient in basic computer software and navigation, including SaaS applications
- Must be patient, courteous, energetic, and empathetic in both verbal and written communication
- Strong customer-focused mindset with a desire to help clients succeed
- Ability to identify patterns in client issues and take initiative to resolve them
- Excellent problem-solving skills and critical thinking abilities
- Team-oriented attitude, thriving in a collaborative setting
- Previous experience in financial services or related fields
#Financial Services #Customer Success #Career Opportunity #Problem Solving #Client Support
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