Client Success Specialist

Join Our Mission-Driven Team as a Client Success Specialist

Location: Remote

Employment Type: Full-Time

Department: Client Services

Training Start Date: August 31st, 2026 (Training is mandatory)

About the Role

At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS), you'll be the heart of our mission-supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're eager to grow your financial knowledge - like learning how to calculate percentages, understand credit reporting, and review real-life financial documents - this role is for you.

You'll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key. If you're passionate about delivering exceptional service and making a real difference, we want to hear from you!

Video - Meet The Hiring Team: Linda, Leslie, & Tiffany

What You'll Do

• Provide top-tier support via phone to clients on our Debt Management Program.
• Taking back-to-back calls in a call center environment.
• Support client accounts and ensure seamless account management.
• Manage proposals, payments, deposits, and creditor communications.
• Proactively review client accounts to identify and resolve issues
• Maintain accurate records and ensure compliance with state regulations.
• Collaborate across departments to ensure seamless client experience.
• Encourage and motivate clients throughout their financial journey.

What You Bring

• 2-3 years of customer service experience (call center preferred).
• Associate's degree preferred; Bachelor's degree may substitute for experience.
• A strong sense of professionalism is essential when supporting clients through sensitive financial situations.
• Strong communication skills-empathetic, professional, and clear.
• Tech-savvy with experience in Windows-based systems and CRM tools.
• Comfort with numbers and basic financial calculations, including reviewing credit card statements, due dates, and payment schedules.
• Bilingual (English/Spanish) a plus!

Remote Work From Home Requirements

• A private, enclosed room with a door.
• Hard‑wired internet connection (ethernet required) and standard broadband internet.
• Security camera in addition to standard computer setup.
• Home environment must support productivity; remote work is not a replacement for caregiving.

Internet Requirements- Standard Broadband Internet

• 200 Mbps minimum for a single‑person residence
• 400 Mbps minimum for residences with 2+ people

Why GreenPath?

• A mission‑driven organization with over 60 years of impact in financial wellness.
• A culture rooted in Integrity, Quality, and Teamwork.
• Growth and development opportunities.
• Supportive, inclusive, and collaborative work environment.
• Competitive compensation and benefits.

Additional Details

Monday - Friday work schedule

Hours are typically 8 am - 5 pm or 9 am - 6 pm. One late night shift is required each week. The late night shift is typically 10 AM - 7 PM or 11 AM - 8 PM.

• Must be comfortable working in a structured, performance-driven environment.

Training:

• Begins October 5th, 2026
• Mandatory, full‑time for three weeks. Typically training is from 10 AM - 7 PM EASTERN Time.
• After training, you transition into your regular schedule.

Ready to Support Clients on Their Path to Financial Wellness?

Apply today and become part of a team committed to making a difference; one call at a time.