Client Success Specialist

Join Our Mission-Driven Team as a Client Success Specialist

Location: Remote
Employment Type: Full-Time
Department: Client Services

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

About the Role

At GreenPath we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS) youll be the heart of our missionsupporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If youre eager to grow your financial knowledge - like learning how to calculate percentages understand credit reporting and review real-life financial documents - this role is for you.

Youll thrive in a swift multi-channel call center environment where empathy innovation and teamwork are key. If youre passionate about delivering exceptional service and making a real difference we want to hear from you!

What Youll 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

• 1 years of customer service experience (call center preferred).
• A strong sense of professionalism is essential when supporting clients through sensitive financial situations.
• Strong communication skillsempathetic 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.
• Hardwired 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 singleperson residence
• 400 Mbps minimum for residences with 2 people

• A missiondriven 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.