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GreenPath

Client Success Specialist

GreenPath

. Provide phone support to clients enrolled in the Debt Management Program .

Posted 10/3/2026full-timeRemote • United StatesJuniorMid-Level💰 $17 - $18 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills in a call center environment, with a focus on empathetic communication and effective account management. Proficient in handling financial information and ensuring compliance with regulations while maintaining accurate records.

Highest-signal resume keywords
Customer Service ExperienceCall Center SupportEmpathetic CommunicationCRM Tools ProficiencyFinancial Calculations

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Account ManagementFinancial CalculationsRecord KeepingCompliance ManagementProposal Management
Soft Skills
EmpathyProfessionalismClear CommunicationMotivational Skills
Tools & Technologies
Windows-Based SystemsCRM Tools
Certifications & Qualifications
Associate’s DegreeBachelor’s Degree
Industry Keywords
Debt Management ProgramClient SupportCall Center EnvironmentPerformance-Driven Environment

About the role

Key responsibilities & impact
  • Provide phone support to clients enrolled in the Debt Management Program
  • Take 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 a seamless client experience
  • Encourage and motivate clients throughout their financial journey
  • Complete three weeks of mandatory full-time training before transitioning to the regular schedule

Requirements

What you’ll need
  • 2–3 years of customer service experience (call center preferred)
  • Associate’s degree preferred; Bachelor’s degree may substitute for experience
  • Strong professionalism when supporting clients through sensitive financial situations
  • Strong, empathetic, professional, and clear communication skills
  • Experience with Windows-based systems and CRM tools
  • Comfort with numbers and basic financial calculations
  • Ability to review credit card statements, due dates, and payment schedules
  • Private, enclosed room with a door for remote work
  • Hard-wired ethernet connection and standard broadband internet
  • Security camera in addition to standard computer setup
  • Home environment must support productivity and not be used as a replacement for caregiving
  • Internet speed of at least 200 Mbps for a single-person residence or 400 Mbps for residences with 2+ people
  • Availability for Monday–Friday schedules, including one late-night shift each week
  • Must complete mandatory full-time training beginning November 30, 2026
  • Comfortable working in a structured, performance-driven environment

Benefits

Comp & perks
  • Growth and development opportunities
  • Supportive, inclusive, and collaborative work environment
  • Competitive compensation and benefits
  • Mission-driven organization with over 60 years of impact in financial wellness