Credible Logo

Credible

Client Success Specialist

Reposted 13 Days Ago
Easy Apply
Remote
Hiring Remotely in United States
20-20 Hourly
Junior
Easy Apply
Remote
Hiring Remotely in United States
20-20 Hourly
Junior
Provide information and support to customers about loans and insurance via phone, chat, and email while resolving inquiries and improving client experience.
The summary above was generated by AI

Who is Credible?

We are a marketplace where users can compare personalized, prequalified rates and quotes from multiple lenders and carriers, for student loans, mortgages, personal loans, and insurance. 

We’re challenging the status quo by giving power to the consumer. We believe in a world where ‘ethical’, ‘lending’, and ‘insurance’ can coexist, so we set out to build innovative platforms that actually work for customers. Our mission is to help people find the best loan or insurance policy possible. 

We believe researching and buying loans or insurance shouldn’t be confusing or complex, so we’ve focused on simplicity.


About the Role:


As a member of Credible’s Client Success Team, you’re enthusiastic about solving problems and answering questions. Using active listening skills and asking probing questions, you provide all the relevant information so that our customers can make informed decisions for their financial future. You’ll respond to customer inquiries and tech support requests by phone, live chat, and email about our product verticals. These include Private Student Loans, Student Loan Refinancing, Personal Loans, and Credit Card offerings as well as our Mortgage Refinance, Home Purchase, and Insurance offerings. Through helping our customers use our service you’ll learn the ins and outs of Credible and prepare yourself to grow into a critical member of the Credible team.


  • Compensation: $20.00 per hours
  • Schedule: Customer Success is open 6 days a week, weekend and/or evening hours may be required.

THIS ROLE CAN ONLY SIT IN NORTH CAROLINA


Responsibilities:


  • Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email
  • Complete outbound calling campaigns to help clients move forward with their loan request
  • Identify client needs and help clients use specific site features
  • Identify trends impacting agent and client experience and communicate issues to Client Success Management
  • Have the opportunity to share your thoughts, opinions, and insights with leadership
  • Assist other team members with questions/issues they may have through internal team communication 
  • Perform other outlined projects, initiatives, and responsibilities as assigned by your supervisor

Education and Experience:


  • A Bachelor’s degree (preferred, but experience may be considered in place of a degree)
  • 1-3 years of customer service experience, ideally in a high-volume call center environment
  • Experience using CRM tools, like Salesforce (preferred)
  • Highly proficient in basic computer software and navigation; including SaaS applications

Nice to Have:


  • Patient, courteous, energetic, and empathetic; both on the phone and in writing
  • Customer-focused; you understand what makes people tick and you want to help them succeed
  • Good at spotting patterns; you notice when a lot of people are running into similar issues and you are excited to help us make that problem disappear
  • Problem Solver; you enjoy troubleshooting and investigating client issues, using critical thinking skills and resources to develop solutions 
  • Team Oriented; you work well with others and enjoy being part of a larger team, helping and supporting others

Credible is open to hiring candidates in the following locations: North Carolina

Why work at Credible?

We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance.

We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law.

Top Skills

Saas Applications
Salesforce

Similar Jobs

5 Days Ago
Remote or Hybrid
2 Locations
45K-76K Annually
Junior
45K-76K Annually
Junior
Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
The role involves managing internal knowledge, documenting processes, supporting communication, and curating customer-facing assets within the Customer Success Delivery organization.
Top Skills: ConfluenceGainsightHighspotSlack
Yesterday
Remote
2 Locations
Mid level
Mid level
Security
The Customer Success Specialist is responsible for onboarding new customers, providing technical support, and enhancing client relationships with upselling opportunities and training programs.
Top Skills: Iot SolutionsProperty Management SoftwareSmart-Home Technology
7 Days Ago
Easy Apply
Remote
United States
Easy Apply
68K-70K Annually
Junior
68K-70K Annually
Junior
Edtech
The Customer Success Specialist will enhance teacher adoption and engagement, support curriculum alignment, use data insights, and assist in renewal efforts while driving efficiency across the Customer Success organization.
Top Skills: GainsightSalesforceTableau

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

  • Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
  • Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
  • Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
  • Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account