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Every Environment Matters
Client Success Specialist
Location
Florida + 5 moreAll locations: Florida | Ohio | Michigan | Tennessee | Texas | Wisconsin
Posted
43 days ago
Salary
$16 - $18 / hour
Seniority
Mid Level
Job Description
Client Success Specialist
GreenPath
• 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.
Job Requirements
- 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!
Benefits
- 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.
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Crimson Education is the world’s leading college admissions consulting firm, with over 1,490 Ivy League offers and 2,410 to the US Top 15. We help ambitious students gain admission to the world’s top universities through expert-led guidance and proven, data-driven strategies. Crimson students are 7x more likely to get into the Ivy League than their peers. We were recently featured on the front page of the Wall Street Journal. Crimson is the only college admissions consultancy that brings together: - Former Ivy League and Top 20 admissions officers to rigorously review and refine applications - Professors and PhD teaching fellows from leading universities to guide students through original, independent research — with pathways to selective peer-reviewed publication or conference presentation - Past ISEF winners and judges who coach students to compete for state, national, and international science fair awards - Capstone project mentors who help students design and scale leadership initiatives with real-world impact, measurable outcomes, and credible external validation We’re backed by leading VC firms, including Tiger Global, Heal Partners, IceHouse Ventures, and Movac, and recently closed a USD $40M Series D funding round at a USD $640M valuation. We now operate across 21 markets worldwide, including the US, Canada, UK, Singapore, Japan, Hong Kong, Australia, and New Zealand. What are the main responsibilities for this role? - Coordinate, engage, and facilitate the student’s journey with Crimson to help them achieve their goals (the crux of the service will be provided by Crimson’s world-class Strategists, Tutors and Mentors who contribute to a personalized student roadmap) - You will be the main point of contact for students and parents, and be the link between them and the wider Crimson team - Advise the team on possible value-added solutions to support the student - Provide the global team with insights into local cultural nuances and demands - Keep up to date on students’ progress, and report back to the team regularly - Proactively manage and foresee issues by resolving complaints or escalations in a timely manner What skills and experience are required? - 1-2 years of experience in customer service, project management or a transferable role - Ability to build strong customer relationships with families through excellent customer service, high cultural awareness and adaptability - High level of resilience and ability to thrive in a fast-paced startup environment - Strong problem-solving skills, with the ability to manage a range of internal and external stakeholders - Outstanding organizational skills, with excellent written and verbal communication skills - Collaborative, with an openness to give and receive feedback Why work for Crimson? - Rapidly growing start-up, with a flexible working environment where you will be empowered to structure how you work - Limitless development and exposure - our internal promotions/role changes made up 33% of all recruitment last year - $1000 individual training budget per year, we love to ‘Level Up’ (it’s one of our core values)! - Psychologist on staff - Insightful fireside chats and workshops to help support our high-performing and ambitious team - Radical Candor is a feedback approach we live by - We’re a global player with 28 markets (and growing) across the globe. Most roles have the option to work from one of our many offices or remotely! If you're passionate about growing in a fast-paced, collaborative environment and want to work with cutting-edge technology, then we'd love to hear from you! Please keep an eye on your spam/junk email folder for correspondence from Team Tailor.
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Take initiative and ownership to improve internal processes and drive to results Coupa complies with relevant laws and regulations regarding equal opportunity and offers a welcoming and inclusive work environment. Decisions related to hiring, compensation, training, or evaluating performance are made fairly, and we provide equal employment opportunities to all qualified candidates and employees. Please be advised that inquiries or resumes from recruiters will not be accepted. By submitting your application, you acknowledge that you have read Coupa’s Privacy Policy and understand that Coupa receives/collects your application, including your personal data, for the purposes of managing Coupa's ongoing recruitment and placement activities, including for employment purposes in the event of a successful application and for notification of future job opportunities if you did not succeed the first time. 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