Full-Time

Client Success Specialist I

Credible

Credible

201-500 employees

Multi-lender marketplace

Financial Services

Junior, Mid

Durham, NC, USA

Required Skills
Communications
Salesforce
Customer Service
Requirements
  • A Bachelor's degree (preferred, but experience may be considered in lieu of a degree)
  • 1-3 years of customer service experience, ideally in a high-volume call center environment
  • Experience using CRM tools, like Salesforce (preferred)
Responsibilities
  • Schedule: Customer Success is open 7 days a week, so weekend and/or evening hours may be required
  • Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email
  • Complete outbound calling campaigns to help clients move forward with their loan request
  • Identify client needs and help clients use specific site features
  • Identify trends impacting agent and client experience and communicate issues to Client Success Management
  • Have the opportunity to share your thoughts, opinions, and insights with leadership
  • Assist other team members with questions/issues they may have through internal team communication
  • Perform other outlined projects, initiatives and responsibilities as assigned by your supervisor
Desired Qualifications
  • Patient, courteous, energetic, and empathetic; both on the phone and in writing
  • Customer-focused; you understand what makes people tick and you want to help them succeed
  • Good at spotting patterns; you notice when you a lot of people are running into similar issues and you are excited to help us make that problem disappear

Company Stage

N/A

Total Funding

$75.4M

Headquarters

Durham, North Carolina

Founded

2012

Growth & Insights
Headcount

6 month growth

-4%

1 year growth

-4%

2 year growth

-29%

Benefits

Competitive health benefits

Meaningful incentives

Catered meals

Open office space

Continuing Education Program

Commuter Benefits

INACTIVE