INACTIVE
Full-Time
Client Success Specialist I
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