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), you'll be the heart of our mission-supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're 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.
You'll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key. If you're passionate about delivering exceptional service and making a real difference, we want to hear from you!
Video - Meet The Hiring Team: Linda, Leslie, & Tiffany
What You'll 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
- 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 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.
Training:
- Begins October 5th, 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.
Ready to Support Clients on Their Path to Financial Wellness?
Apply today and become part of a team committed to making a difference; one call at a time.