The Credit Pros

Customer Success Manager

• Handle customer inquiries via phone, email, and chat per SOPs.
• Use TCP’s tools (Microsoft Suite, Salesforce, ZOHO, Hodu) for daily operations.
• Escalate and assign issues to relevant departments as needed.
• Log, review, and follow up on customer requests and resolutions.
• Investigate, research, and provide accurate solutions.
• Maintain and update customer records during interactions.
• Achieve KPIs for client-facing time, call quality, and occupancy.
• Address collections and billing inquiries, including payment plans, account balances, and overdue payments.
• Clarify charges, generate statements, and process billing adjustments.
• Handle service cancellations, applying retention strategies and resolutions.
• Complete cancellations training and apply retention strategies as part of daily responsibilities.

Bilingual Client Success Agent, Spanish, English