Client Success Specialist in Novi, Michigan at greenpath, inc.
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Job Description
Employment Type: Full-Time
Department: Client Services
• 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.
• 2–3 years of customer service experience (call center preferred).• Associate’s degree preferred; Bachelor’s degree may substitute for experience.• A strong sense of professionalism is essential when supporting clients through sensitive financial situations.• Strong communication skills—empathetic, 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!
Remote Work From Home Requirements• A private, enclosed room with a door.• Hard‑wired 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.
Internet Requirements- Standard Broadband Internet• 200 Mbps minimum for a single‑person residence• 400 Mbps minimum for residences with 2+ people
💚 Why GreenPath?• A mission‑driven 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 scheduleHours 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.Training:• Begins July 20th, 2026• Mandatory, full‑time for three weeks. Typically training is from 10 AM - 7 PM EASTERN Time.• After training, you transition into your regular schedule.