Client Success Specialist

GreenPath

Client Success Specialist supporting clients enrolled in our Debt Management Program at GreenPath. Delivering top-tier service and helping clients achieve their financial goals.

Posted 5/28/2026full-timeRemote • Missouri • 🇺🇸 United StatesJuniorMid-Level💰 $17 - $18 per hourWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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!

Benefits

Comp & perks

Competitive compensation and benefits
Growth and development opportunities
Supportive, inclusive, and collaborative work environment
A mission‑driven organization with over 60 years of impact in financial wellness.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer servicefinancial calculationsaccount managementissue resolutioncomplianceproposal managementpayment processingcreditor communicationrecord keeping

Soft Skills

professionalismcommunicationempathymotivationcollaboration

Certifications

Associate's degreeBachelor's degree