Client Success Agent II

Overview

The role of Client Success Agent II at National Debt Relief, LLC offers an exciting opportunity for individuals seeking to empower clients on their path to financial recovery. In this position, you will facilitate crucial conversations with clients, lending them the confidence to take charge of their financial futures. You will use your skills to inspire resilience and progress as clients navigate through their debt relief journey.

Job Responsibilities

As a Client Success Agent II, your primary role will involve providing exceptional voice support to clients enrolled in the company’s debt settlement program. Your tasks will involve both handling inbound and outbound calls to address complex financial situations while ensuring accurate documentation and fostering positive relationships with clients. A key focus will be on delivering high satisfaction and service, backed by the company’s core values, to guarantee that clients receive the best possible experience.

The expected start date for this position is September 8, 2026, with the role being offered as a full-time remote position. The hiring process will confirm work shifts that are based on business needs, available in different time slots from Monday to Friday.

Responsibilities Include:

• Utilize CRM software such as Salesforce to respond effectively to customer needs and queries.
• Resolve client inquiries concerning complex situations with empathy while delivering a positive, solution-driven experience.
• Primarily handle calls involving legal escalation, lawsuits, summons, and creditor issues, providing calm and professional assistance.
• Conduct complex de-escalations while interpreting legal documents, guiding clients through necessary next steps.
• Uphold high compliance standards and ensure accurate documentation of client discussions.
• Present settlement proposals to clients and guide them toward achieving their financial objectives.

Qualifications

To qualify for the position of Client Success Agent II, candidates should meet certain education and experience requirements. A high school diploma or equivalent is required, while a bachelor's degree is preferred. Candidates should have a minimum of two years of experience in customer service or a relationship-driven support role, ideally within a financial or banking organization.

Required Skills

Successful candidates should possess the following skills and abilities:

• Ability to support and de-escalate vulnerable clients using empathy and active listening.
• Strong knowledge of client service processes and commitment to enhancing the client experience.
• Exceptional attention to detail and organizational skills to manage multiple systems while maintaining clear communication with clients.
• Proficient problem-solving and critical thinking skills.
• High level of computer competency and the ability to navigate various systems and software.
• Strong written and verbal communication skills, coupled with punctuality and the ability to meet high-performance expectations consistently.

Salary and Benefits

The expected salary for the Client Success Agent II is approximately $21 per hour, with eligibility for performance-based bonuses. The company provides a transparent pay range depending on role, skill level, and location. This information is compliant with local labor regulations, reflecting the company’s commitment to fair employment practices.

National Debt Relief offers an extensive benefits package for employees, illustrating the organization’s dedication to employee welfare and growth. Key benefits include:

• Generous medical, dental, and vision benefits
• 401(k) plan with company match
• Paid holidays, vacation days, volunteer time off, and sick days
• 12 weeks of paid parental leave
• Pre-tax transit benefits
• No-cost life insurance, with optional voluntary benefits available
• Additional offerings such as pet health insurance discounts and a wellness incentive program

National Debt Relief has a reputation for promoting a team-oriented environment that encourages employee success and professional growth through mentorship and leadership programs. The organization is recognized as a Great Place to Work®, highlighting its commitment to providing a supportive work culture.

Company Overview

Founded in 2009, National Debt Relief focuses on helping consumers manage overwhelming debt. The company is one of the most trusted consumer debt relief providers in the United States, having supported over 450,000 clients in settling more than $10 billion of debt. National Debt Relief strives to treat clients with compassion and advocate for their financial stability with solutions tailored to their needs.

The organization upholds high ethical standards, aiming to provide clients with the least costly routes to financial independence. With core values centered on empathy and support, National Debt Relief aims to empower customers to lead healthier financial lives and achieve greater freedom.

This opportunity is ideal for individuals who are passionate about helping others and seeking a fulfilling career path in customer success within the financial services sector.

This job offer was originally published on himalayas.app