Customer Success Specialist

Financial Software Solutions, LLC • Hunters Creek Village, TX

2d • $45,000 - $60,000 • Hybrid

About The Position

We build software that bankruptcy trustees and financial professionals rely on every day. When they have a question, you're the voice they hear. This is a phone-first support role for someone who likes solving problems for real people and keeps their cool when the caller doesn't.

Requirements

• 2+ years in customer service with heavy phone volume (call center, bank branch, credit union, or similar)
• Comfortable in Outlook, Word, and Excel
• Fast, accurate data entry
• Clear writer, patient explainer
• Must be able to work an eight hour shift between 7:00 AM to 7:00 PM CST

Nice To Haves

• banking, loan operations, or bankruptcy exposure
• Ideal Candidate - someone that has been a teller, paralegal, worked within a banking or credit union environment working in a customer facing role.

Responsibilities

• Answer inbound calls and walk customers through questions on our software
• Handle email and chat support when the phones are quiet
• Log accurate notes and account updates in our systems
• Spot recurring issues and flag them to the team
• Learn our products deeply enough to teach them

Benefits

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• Wellness resources

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed