Client Success Specialist at Credible
Durham, North Carolina, USA -
Full Time


Start Date

Immediate

Expiry Date

05 Dec, 25

Salary

0.0

Posted On

07 Sep, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Navigation, Salesforce, Email, Student Loans

Industry

Outsourcing/Offshoring

Description

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. We’ve created the only unbiased loan and insurance buying process out there, which makes finding options straightforward and clear.

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

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: This is a non-exempt, hourly role.
  • Schedule: Customer Success is open 6 days a week, weekend and/or evening hours may be required
Responsibilities

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: This is a non-exempt, hourly role.
  • Schedule: Customer Success is open 6 days a week, weekend and/or evening hours may be required.

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
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