What are the responsibilities and job description for the Client Success Specialist position at greenpath, inc.?
Employment Type: Full-Time
Department: Client Services
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!
• 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.
• 200 Mbps minimum for a single‑person residence
• 400 Mbps minimum for residences with 2 people
• 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 August 31st, 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.
Apply today and become part of a team committed to making a difference; one call at a time.
Salary : $17 - $18