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Client Success Agent - Empowering Financial Freedom for Clients through Exceptional Voice Support and Relationship Building

Remote, USA Full-time Posted 2025-11-03

Join Our Team: Elevate Client Success at National Debt Relief

National Debt Relief, a leading debt settlement organization, is seeking a highly skilled and empathetic Client Success Agent to join our team. As a Client Success Agent, you will play a pivotal role in delivering exceptional voice support to our clients enrolled in our debt settlement program. If you are passionate about making a positive impact on people's lives and have a strong background in customer service, we encourage you to apply for this exciting opportunity.

About National Debt Relief: Empowering Financial Freedom

Founded in 2009, National Debt Relief has been dedicated to helping consumers overcome overwhelming debt. With a proven track record of settling over $10 billion in debt for more than 450,000 clients, we have established ourselves as one of the most trusted and highly rated consumer debt relief providers in the United States. Our mission is to empower individuals and families to achieve financial stability and live their best lives. As a certified Great Place to Work®, we pride ourselves on our team-oriented environment, comprehensive benefits package, and commitment to employee growth and development.

Key Responsibilities: Delivering Exceptional Client Success

  • 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 concerns with confidence, relationship building, and listening skills
  • Support clients with empathy, understanding, and subject matter knowledge, ensuring a positive client experience
  • Document client discussions clearly and concisely, maintaining accurate and up-to-date account documentation
  • Present settlement proposals to clients for approval, guiding them towards their financial goals
  • Demonstrate strong working knowledge of client service processes, using an internal knowledge base to provide exceptional support
  • Assist clients who may be facing creditor legal action, providing guidance and support throughout the process
  • Escalate and direct clients to managers, team leads, and other departments as needed, ensuring seamless issue resolution

Essential Qualifications: The Ideal Candidate

To succeed as a Client Success Agent at National Debt Relief, you should possess:

  • A high school diploma or GED; a college degree is preferred
  • 2+ years of experience working in a relationship-based support role
  • 2+ years of customer service experience, preferably in a financial or banking organization
  • Excellent interpersonal communication skills, both verbal and written
  • Strong critical thinking and problem-solving abilities
  • Strong organizational and multi-tasking skills, with an acute attention to detail
  • Proficiency in Microsoft Excel and Office

Soft Skills Qualifications: The National Debt Relief Difference

In addition to the essential qualifications, we are looking for individuals who possess the following soft skills:

  • The ability to attain and maintain high performance expectations on a monthly basis
  • The capacity to work in a fast-paced, high-volume setting
  • The skill to clearly explain details about our debt settlement program to current clients
  • The ability to recall details of calls with clients and record those details accurately in Salesforce
  • Exceptional multi-tasking skills, with the ability to navigate multiple computer systems
  • The ability to de-escalate stressful situations and support vulnerable clients
  • A professional and patient demeanor, even in difficult discussions
  • A willingness to take constructive feedback and continuously improve

What We Offer: A Comprehensive Benefits Package and Career Growth Opportunities

At National Debt Relief, we are committed to supporting the growth and development of our employees. Our extensive benefits package includes:

  • Generous Medical, Dental, and Vision Benefits
  • 401(k) with Company Match
  • Paid Holidays, Volunteer Time Off, Sick Days, and Vacation
  • 12 weeks Paid Parental Leave
  • Pre-tax Transit Benefits
  • No-Cost Life Insurance Benefits
  • Voluntary Benefits Options
  • ASPCA Pet Health Insurance Discount

We also offer a competitive salary of $20/hour, plus eligible performance-based bonuses. Our team-oriented environment is designed to foster collaboration, innovation, and career growth. As a certified Great Place to Work®, we are committed to providing a workplace where employees can thrive and achieve their full potential.

Career Growth and Development Opportunities

At National Debt Relief, we believe in empowering our employees to achieve their career goals. Our employee mentorship and leadership programs are designed to support professional growth and development. As a Client Success Agent, you will have opportunities to advance your skills and expertise, taking on new challenges and responsibilities as you progress in your career.

Our Work Environment: A Culture of Excellence and Empathy

National Debt Relief is a remote-friendly organization, with a team of professionals who are passionate about delivering exceptional client success. Our culture is built on a foundation of empathy, integrity, and excellence, and we are committed to maintaining a work environment that is inclusive, supportive, and rewarding.

Equal Opportunities Employer

National Debt Relief is an equal opportunity employer, committed to making employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law.

Don't Hesitate, Apply!

If you are a motivated and empathetic professional with a passion for delivering exceptional client success, we encourage you to apply for this exciting opportunity. Don't worry if you don't meet every single requirement – we value a great attitude and a willingness to learn above all. Submit your application today and join our team of professionals dedicated to empowering financial freedom for our clients.

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