Client Success Specialist (CLOSED)
Client Success Specialist
Pacific Debt Relief is the nation’s most consumer-friendly debt relief provider with a homebase in downtown San Diego. Our goal is to help people overcome their debt, utilizing the best way that works for their financial goals while offering the highest level of commitment. We have been in business since 2002 and are now one of the leading debt consolidation companies with a BBB Accredited rating. We expect our employees, at all levels, to be constant students, studying their performance as it pertains to our business and come back stronger for our clients and ourselves each day. We are diligent in prioritizing our growth, our goals, and mastering ourselves resulting in excellent customer service, exceptional teamwork, and a culture that makes work feel like home. Our values determine how we interact with our employees, our clients, and our business partners.
As a Client Success Manager, you will guide clients as they transition from newly enrolled to active support. You will focus on customer loyalty and building a close, long-term relationships, with them for 4-6 months. Client interactions can take place through various channels including over the phone, email, and/or text.
Pacific Debt Relief is looking for candidates with high emotional intelligence, energy and mental fortitude, excellent communication skills, and the ability to maintain professionalism and composure. Qualified candidates should have proven experience in fast-paced environments where attention to detail is a must.
Our ideal candidate is assertive and friendly, compassionate, empathetic and patient.
Client Success Account Manager Qualifications
- Strong communication and organization skills
- Accuracy and attention to detail
- Organized with excellent time management skills
- Friendly, assertive personality, can easily build rapport with clients
- Flexible, coachable, positive and patient
- Ability to multitask in a fast paced environment, with excellent attention to detail
- 2+ years experience in Account Management
- Customer Service experience preferred
- Experience with Client Success Manager System its a plus
- Proficient in typing 40+ WPM
- Computer literacy including spreadsheets and emails
- Strong knowledge of Google Workspace
- Exceptional written and verbal communication skills
- Basic research and data collection skills
- College degree preferred, but not required
Client Success Account Manager Responsibilities
- Scheduled welcome calls and quality assurance calls to build portfolio
- Schedule daily client check-ins
- Maintain a portfolio of 150-200 client accounts
- Update client accounts as needed
- Schedule regular follow up and check in appointments with clients
- Able to work independently while still being part of a team
- Able to attend virtual meetings with the team and managers
Client Success Account Manager Ideal Personality Traits
- Honesty and ethic of he highest standard
- Assertive yet friendly, can easily build rapport with clients
- Compassionate, empathetic, and patient
- Exceptional communication skills
- Flexible, coachable, positive, and patient
- Detail oriented
- Excellent problem solving skills
- Able to ease the clients stress levels
- Ability to sense when the client needs extra care or guidance to facilitate customer rention
- Able to work remotely while still being team oriented
Client Success Account Manager Benefits
- Compensation: $18-$20 per hour plus aggressive comp plan, **very competitive**
- Paid holidays, vacation, sick days after 90 days of employment
- Benefits: Medical, Dental, Vision, and 401K all available after 60 day probationary period
Hours:
- Full time position
- M-TH from 8:00am-5:00pm PST
- Friday 8:00am-3:00pm PST
If you feel you have the necessary skill set and meet the requirements above and would like to apply for this position, please apply below or submit your resume to carrielozano@pacificdebt.com and our team will follow up with you.
**References should be available upon request. Paid training will be provided.**
This is currently a remote position, applicants should be equipped to work effectively and This is currently a remote position, applicants should be equipped to work effectively and efficiently in a remote environment and must meet the following workspace requirements;
Employees must have a suitable place to work free from distractions and noise that could interfere with their assigned duties. This will be confirmed during regular interactions with their manager, including 1-1s, call monitoring sessions, etc. Before being granted the ability to work remotely, employees must provide a photo of the workspace to PDR.
Strict restrictions apply to computer hardware and software. These will be discussed during the interview process.
AAP/EEO Statement
Pacific Debt Relief provides equal employment opportunities to all employees and job seekers without regard to race, color, religion, national origin, sex, age, disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other protected characteristic under federal, state or local laws.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
