Client Success Specialist

CLIENT SUCCESS SPECIALIST

Once a client has been placed on a Debt Management Program, our Client Success Specialist (CSS) handles any changes, concerns or issues that arise.  The goal of a CSS is to take the hard work out of the client’s hands by interacting with their creditors directly and helping individuals better manage their debt in a timely fashion. The result is increased quality of life and decreased overall stress for our clients. 

Meet Antonio, age 47.

Antonio started his journey with GreenPath about four years ago.   His income was unstable at the time, due to lower demand in the construction market. Prior to contacting GreenPath, he supplemented  his income with cash advances and credit cards.  After years of trying to manage his own debt, keeping up with minimum payments just wasn’t enough.  He needed a way out and reached out to GreenPath for help.

After completing an assessment with one of GreenPath’s Financial Wellness Experts, Antonio made the courageous decision to go on a Debt Management Program (DMP). While on the DMP, things weren’t easy.  Antonio made sacrifices, like staying in when his friends went out, taking a second job and working as much as he possibly could. There were moments of frustration when the balances did not decrease as quickly as he wanted.   However, Antonio knew that it would be worth it and he pushed through, one deposit at a time, with the help and support of the Client Success Team at GreenPath.

Four years later Antonio is just months away from completing his journey.  He reflects back in awe of how far he has come financially.  He started his plan with 12 credit cards and now has one left.   

His phone rings and he recognizes the number as GreenPath. What once was a sinking feeling, is now excitement as he listens to the Client Success Specialist, Harold, on the other end of the phone.  Harold is excited to share with Antonio that he just spoke with Chase and received the final payoff balance of $207.56. Antonio cannot believe it. There is only one payment between him and financial freedom.

Harold clarifies some of Antonio’s final questions, congratulates him on a job well done, and hangs up the phone. Antonio tosses his phone on the couch and throws his hands in the air in victory.  For first time in his life, he is debt free. It was a long journey but well worth it.

Antonio’s arduous journey is not uncommon.  80% of Americans struggle with debt.   

Harold, a Client Success Specialist for GreenPath, is one of 500 team members helping clients achieve their financial goals. Will you join us?

EDUCATION/EXPERIENCE/CERTIFICATION/LICENSE REQUIREMENTS

• 2 - 3 years’ experience in a Customer Service environment required.  
• Associates Degree in related field preferred.   
• Bachelor’s degree in a related field can be substituted for experience.

SKILL REQUIREMENTS

• Ability to read, analyze and interpret general business policies and procedures. Ability to effectively present information and respond to questions, both verbally and in writing, from staff, clients and creditors. Ability to communicate effectively, professionally empathetically to staff, clients and creditors. 
• Ability to communicate with partners on behalf of the client in the efforts to maximize the benefits of GreenPath Services.
• Ability to apply  best practices to carry out instructions furnished in written, oral, or diagram form. 
• Ability to gather and analyzes objective facts to determine root causes of issues; Ability to understand the potential outcome of decisions including their impact and takes accountability for the result.

What will you get out of working at GreenPath? In addition to having the opportunity to help people from all over the country, we also have a competitive compensation and benefits package.  Here are some of the additional perks our employees enjoy:

• We all need some “me time” every once in a while. All full-time employees receive 19 paid days off during their first year of employment, in addition to 10 company-paid holidays per year. Use it for a fabulous vacation, to play nurse (or patient) at home, or sit on your couch watching DIY marathons on HGTV all day. We don’t care – it’s your time. Enjoy.  
• Continuous learners can get their classroom fix in a couple of different ways. GP team members are eligible for up to $2,500 in tuition reimbursement per year. In addition, GP team members can attend courses through Invest in Yourself, an in-house educational program offering training classes on a variety of topics ranging from Cash Flow Planning to Microsoft Excel to Stress Management.
• Need to reduce your student loan debt? GreenPath is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program.
• Planning on growing your family?  GreenPath offers paid Maternity and Paternity benefits. 
• Saving for Retirement?  GreenPath employees can start contributing to a 403b right away!  After one year of employment we make a monthly contribution to eligible employee’s Retirement equivalent to 5% of their monthly gross compensation.   

GreenPath Financial Wellness reserves the right to change this description at any time. GreenPath Financial Wellness practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship.