Client Success Agent

National Debt Relief, LLC.

5d•$20•Remote

About The Position

In the Client Success Agent role, you’ll bring courage into every conversation, empowering clients with the confidence to take control of their financial future. Your compassion and expert guidance will inspire resilience and progress throughout their debt relief journey. The Client Success Agent is focused on providing exceptional voice support in an unscripted environment for our clients who are enrolled in our debt settlement program. A typical day consists of making and answering inbound and outbound calls discussing complex financial situations while maintaining accurate account documentation and building positive rapport with our client base. Our team drives high satisfaction and service by exemplifying our core values to ensure they receive the best possible client experience with National Debt Relief. This position has an expected start date of 3/2/2026. This is a full-time remote role. We are currently hiring for positions in AZ, FL, GA, MI, NC, NV, OK, PA, SC, TN, TX, and UT. We are seeking individuals who are available for the following 8 hour shift scheduling options. Scheduling decisions are based on business need and will be confirmed prior to hiring. Monday - Friday from 1 p.m. - 10 p.m. Eastern Time or from 11 a.m. - 8 p.m. Eastern Time

Requirements

High school diploma/GED required; Bachelor's degree preferred
2 years’ customer service or relationship-based support role experience required
Financial or banking organization experience preferred
Support and de-escalate vulnerable clients under stress using empathy and active listening skills
Strong working knowledge of client service processes, using an internal knowledge base, and providing a positive client experience
Exceptional attention to detail and strong organizational skills, with the ability to navigate multiple systems simultaneously while maintaining accurate, transparent, and solution-focused communication with clients
Strong critical thinking and problem-solving abilities
Ability to remain professional, confident, and patient when faced with complex problems
Proficient in Microsoft Excel and Office
Attain and maintain high performance expectations on a monthly basis
Work in a fast-paced, high-volume setting
Clearly explain details about the company's debt settlement program to current clients
Recall details of calls with clients and to record those details accurately in Salesforce
Use and navigate multiple computer systems with exceptional multi-tasking skills
De-escalate stressful situations
Support and de-escalate vulnerable and sometimes difficult clients
Remain calm and professional during difficult discussions
Take constructive feedback
Computer competency and ability to work with a computer
Prioritize multiple tasks and projects simultaneously
Exceptional written and verbal communication skills
Punctuality expected, ready to report to work on a consistent basis
Attain and maintain high performance expectations on a monthly basis
Work in a fast-paced, high-volume setting
Use and navigate multiple computer systems with exceptional multi-tasking skills
Remain calm and professional during difficult discussions
Take constructive feedback
Available for full-time position, overtime eligible if classified non-exempt

Nice To Haves

Financial or banking organization experience preferred
High school diploma/GED required; Bachelor's degree preferred

Responsibilities

Utilize client relationship management software (Salesforce) to facilitate the process of responding to customer calls and addressing customer concerns
Resolve client inquiries, complex scenarios, and program concerns in high stress environments with empathy, confidence, subject matter knowledge, and relationship building skills to deliver a positive, solution-focused experience
Document client discussions clearly and concisely
Present settlement proposals to clients for approval
Responsible for guiding the client’s discussions with next steps to progress towards their financial goals
Escalate and direct clients to leadership and other departments as needed
Assist clients that may have creditors seeking legal action, providing guidance through the process