Client Success Specialist I

Posted:
11/4/2024, 8:15:18 AM

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Workplace Type:
Remote

Who is Credible?

We are a marketplace where users can compare personalized, prequalified rates and quotes from multiple lenders and carriers, for student loans, mortgages, personal loans, and insurance.

We’re challenging the status quo by giving power to the consumer. We believe in a world where ‘ethical’, ‘lending’, and ‘insurance’ can coexist, so we set out to build innovative platforms that actually work for customers. Our mission is to help people find the best loan or insurance policy possible.

We believe researching and buying loans or insurance shouldn’t be confusing or complex, so we’ve focused on simplicity. We’ve created the only unbiased loan and insurance buying process out there, which makes finding options straightforward and clear.

About the Role:

As a member of Credible’s Customer Success Team you’re enthusiastic about solving problems and answering questions. Using active listening and asking questions of your own you provide all the relevant information so that our customers can make informed decisions for their financial future. You’ll respond to customer inquiries and tech support requests by phone, live chat, and email. Through helping our customers use our service you’ll learn the ins and outs of Credible and prepare yourself to grow into a critical member of the Credible team.
Responsibilities:

Respond to a high volume of inbound customer inquiries coming in by phone, live chat, and email.
Perform outbound calls to re-engage with customers and guide them through the loan process.
Identify trends impacting client experience and communicating operational issues to our Product Management and Software teams.
Have the opportunity to share your thoughts, opinions, and insights with leadership.
Perform other duties as assigned by your supervisor.

Education and Experience:

A Bachelor’s degree (preferred, but experience may be considered in lieu of a degree).
1-3 years of customer service experience, ideally in a high-volume call center environment.
Experience using CRM tools, like Salesforce (preferred).

Nice to Have:

Patient, courteous, energetic, and empathetic; both on the phone and in writing.
Customer-focused; you understand what makes people tick and you want to help them succeed.
Good at spotting patterns; you notice when you a lot of people are running into similar issues and you are excited to help us make that problem disappear.

Credible is open to hiring candidates in the following locations: North Carolina

Why work at Credible?

We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance.

We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will consider for employment qualified applicants with criminal histories consistent with applicable law.

Credible

Website: https://www.credible.com/

Headquarter Location: San Francisco, California, United States

Employee Count: 101-250

Year Founded: 2012

IPO Status: Public

Last Funding Type: Post-IPO Equity

Industries: Consumer Lending ⋅ Credit ⋅ Finance ⋅ Financial Services ⋅ Marketplace

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