Client Success Specialist - Customer Service Department
DebtBlue, LLC is a fast‑growing debt settlement organization committed to helping individuals and families regain financial stability. We serve with integrity, compassion, and excellence-helping people restore peace of mind and move toward a stronger financial future. If you value meaningful work and want to make an impact, you'll feel at home here.
Job Summary
The Client Success Specialist I (CSS I) is the main contact for clients enrolled in our debt settlement program. The ideal candidate is empathetic, attentive, solution‐oriented, and passionate about helping clients succeed. You will provide support, resolve inquiries, and maintain consistent communication, all while upholding DebtBlue's Core Values.
This position is full time on-site in Richardson, TX. Monday - Friday 10:00am - 7:00pm (overtime or Saturday as needed)
Key Responsibilities
- Demonstrate strong understanding of company products and debt‐relief options
- Use the CRM to manage tasks and document client interactions
- Professionally handle inbound client calls and conduct monthly follow‐ups
- Proactively communicate with clients through multiple channels
- Complete outbound calls and associated tracking tasks
- Support department operations as needed
Core Competencies
- 1–2 years of customer service experience
- Strong empathy and client‐focused mindset
- Effective problem‐solving and multitasking skills
- Ability to perform well in a fast‐paced environment
- Consistent attendance and strong work ethic
- Proficiency in Microsoft Office, SharePoint, and client service tools
Key Behaviors Aligned with DebtBlue Values
- Growth Mindset Relentlessly pursue improvement and commit to becoming your best self. Your mindset determines your ceiling.
- Empathy Listen first, act with compassion, and treat every person with dignity and understanding-because dignity is not negotiable.
- Empowering Help clients overcome adversity by guiding them toward solutions that restore confidence and financial control.
- Ownership Own the outcome in every interaction. Practice disciplined accountability-no excuses, just results.
- Focus Play the next play. Execute with precision and win through attention to detail.
- Integrity Protect the standard by doing the right thing-always, especially when no one is watching.
Key Performance Metrics (KPIS)
- Save Rate (Cancellation Prevention)
- Monthly Draft Success Rate
- Funding Rate / Account Growth
- Calls per Day / Talk Time (average between 50-70 inbound/outbound)
- Attendance & Adherence
Equal Opportunity Employer
DebtBlue, LLC is an Equal Opportunity Employer. We celebrate diversity and are committed to an inclusive workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any protected characteristic.
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