Client Success Specialist I
Who is Credible?
We believe life’s changes create financial needs for people and that the traditional financial system often puts up unnecessary obstacles. People celebrate major milestones like going to college, getting married, and buying a home. And most of the time, these milestones come with financial implications.
At Credible, we have built a company with the mission of bringing transparency, choice, simple processes, and savings to accessing credit for life’s important moments. What you see is what you get. We are committed to being upfront, honest, and clear about your options. There are no mysteries, no hidden fees, and no secret clauses.
Credible is a fast-growing Fintech company that is disrupting the lending market and helping people save money and get out of debt faster.
About the Role:
As a member of Credible’s Customer Success Team, you’re enthusiastic about solving problems and answering questions. Using active listening skills and asking probing 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 pertaining to our unsecured product verticals. These include Private Student Loans, Student Loan Refinancing, Personal Loans, and Credit Card offerings as well as our Mortgage Refinance and Home Purchase offerings. 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.
- Compensation: This is a non-exempt, hourly role.
- Schedule: Customer Success is open 7 days a week, so weekend and/or evening hours may be required.
Responsibilities:
- Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email
- Complete outbound calling campaigns to help clients move forward with their loan request
- Identify client needs and help clients use specific site features
- Identify trends impacting agent and client experience and communicate issues to Client Success Management
- Have the opportunity to share your thoughts, opinions, and insights with leadership
- Assist other team members with questions/issues they may have through internal team communication
- Perform other outlined projects, initiatives and responsibilities 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
Why work at Credible?
We are a fast moving group of people who really care about impacting the lives of our customers. We empower our employees to make decisions, take risks, drive our business, and make changes when we don’t get it right. These are our values:
- Exceed Customer Expectations: We provide an exceptional experience to each and every customer that compels them to share it with others.
- Take Ownership: We are trusted to make decisions that are in the best interests of our customers and our business. We think and act like owners. We care – and that makes all the difference.
- Be Curious: We are curious, ask questions, seek to understand, and try new things.
- Do the Right Thing: We earn trust by being transparent, respectful, and honest with each person with whom we interact.
- Get Results: Results fuel our excitement and we know how our personal accomplishments tie to the success of the company.
- Be Bold: We are courageous and take risks that scare us. Our enthusiasm for experimenting is how we will find the next breakthrough.
Our benefits:
We offer competitive compensation, generous benefits, free food, and a flexible vacation policy. But mainly, you want to work at Credible because you believe in our mission and want to have a major role in delivering on it! We look forward to getting to know you.
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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.