Client Success Specialist

Training Start Date: August 31st, 2026 (Training is mandatory)

About the Role

🌟 Video - Meet The Hiring Team: Linda, Leslie, & Tiffany

What You’ll Do

• Provide top-tier support via phone to clients on our Debt Management Program. 

• Taking back-to-back calls in a call center environment. 
• Support client accounts and ensure seamless account management.  
• Manage proposals, payments, deposits, and creditor communications.
• Proactively review client accounts to identify and resolve issues                                            
• Maintain accurate records and ensure compliance with state regulations.                                  
• Collaborate across departments to ensure seamless client experience.

• Encourage and motivate clients throughout their financial journey.

What You Bring

• 2–3 years of customer service experience (call center preferred).
• Associate’s degree preferred; Bachelor’s degree may substitute for experience.
• A strong sense of professionalism is essential when supporting clients through sensitive financial situations.
• Strong communication skills—empathetic, professional, and clear.                                                        
• Tech-savvy with experience in Windows-based systems and CRM tools.                                                           

• Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules.
• Bilingual (English/Spanish) a plus!                                            

Remote Work From Home Requirements

• A private, enclosed room with a door.
• Hard‑wired internet connection (ethernet required) and standard broadband internet.
• Security camera in addition to standard computer setup.
• Home environment must support productivity; remote work is not a replacement for caregiving.

Internet Requirements- Standard Broadband Internet 

• 200 Mbps minimum for a single‑person residence
• 400 Mbps minimum for residences with 2+ people

💚 Why GreenPath?

• A mission‑driven organization with over 60 years of impact in financial wellness.
• A culture rooted in Integrity, Quality, and Teamwork.
• Growth and development opportunities.
• Supportive, inclusive, and collaborative work environment.
• Competitive compensation and benefits.

Additional Details

Monday - Friday work schedule

Hours are typically 8 am - 5 pm or 9 am - 6 pm. One late night shift is required each week. The late night shift is typically 10 AM - 7 PM or 11 AM - 8 PM.

*Must be comfortable working in a structured, performance-driven environment.

Training:
• Begins October 5th, 2026
• Mandatory, full‑time for three weeks. Typically training is from 10 AM - 7 PM EASTERN Time.
• After training, you transition into your regular schedule.