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Client Success Specialist

Credible

Client Success Specialist

Credible

Remote, United States

·

Remote

·

Full-time

·

1w ago

Required Skills

Customer service

Phone communication

Email communication

Live chat support

Who is Credible?

We are a marketplace where users can compare personalized, prequalified rates and quotes from multiple lenders and carriers, for student loans, mortgages, personal loans, and insurance.

We’re challenging the status quo by giving power to the consumer. We believe in a world where ‘ethical’, ‘lending’, and ‘insurance’ can coexist, so we set out to build innovative platforms that actually work for customers. Our mission is to help people find the best loan or insurance policy possible.

We believe researching and buying loans or insurance shouldn’t be confusing or complex, so we’ve focused on simplicity.

About the Role:

As a member of Credible’s Client Success Team, you’re enthusiastic about solving problems and answering questions. Using active listening skills and asking probing questions, you provide all the relevant information so that our customers can make informed decisions for their financial future. You’ll respond to customer inquiries and tech support requests by phone, live chat, and email about our product verticals. These include Private Student Loans, Student Loan Refinancing, Personal Loans, and Credit Card offerings as well as our Mortgage Refinance, Home Purchase, and Insurance offerings. Through helping our customers use our service you’ll learn the ins and outs of Credible and prepare yourself to grow into a critical member of the Credible team.

  • Compensation: $20.00 per hours

  • Schedule: Customer Success is open 6 days a week, weekend and/or evening hours may be required.

THIS ROLE CAN ONLY SIT IN NORTH CAROLINA

Responsibilities:

  • 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

Education and Experience:

  • A Bachelor’s degree (preferred, but experience may be considered in place 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)

  • Highly proficient in basic computer software and navigation; including SaaS applications

Nice to Have:

  • 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 a lot of people are running into similar issues and you are excited to help us make that problem disappear

  • Problem Solver; you enjoy troubleshooting and investigating client issues, using critical thinking skills and resources to develop solutions

  • Team Oriented; you work well with others and enjoy being part of a larger team, helping and supporting others

Credible is open to hiring candidates in the following locations: North Carolina

Why work at Credible?

We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance.

We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law.

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About Credible

Credible

A multi-lender marketplace that allows borrowers to receive competitive loan offers from its vetted lenders.

51-200

Employees

San Francisco

Headquarters

Reviews

3.4

20 reviews

Work Life Balance

3.8

Compensation

2.5

Culture

2.7

Career

3.5

Management

2.3

65%

Recommend to a Friend

Pros

Great people and collaborative team environment

Excellent benefits package

Flexible work arrangements and remote options

Cons

Poor leadership and CEO direction

Mediocre pay and compensation

Lack of transparency from management

Salary Ranges

1 data points

Junior/L3

L2

L3

L4

L5

L6

M3

M4

M5

M6

Mid/L4

Senior/L5

Junior/L3 · Data Scientist

0 reports

$168,300

total / year

Base

-

Stock

-

Bonus

-

$143,055

$193,545

Interview Experience

1 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Interview Process

1

Application Review

2

Recruiter Screen

3

Hiring Manager Interview

4

Panel Interview

5

Offer

Common Questions

Behavioral/STAR

Past Experience

Culture Fit

Technical Knowledge