Client Success Specialist

Job Description

Join Our Mission-Driven Team as a Client Success Specialist 

Location: Remote
Employment Type: Full-Time
Department: Client Services

Training Start Date: August 31st, 2026 (Training is mandatory)

About GreenPath

GreenPath Financial Wellness is a national nonprofit organization dedicated to empowering people to lead financially healthy lives. We provide counseling, education, and innovative solutions to help individuals and families achieve their financial goals. Our mission-driven culture values collaboration, integrity, and continuous improvement.

About the Role

At GreenPath, we believe in empowering people to lead financially healthy lives. As a Client Success Specialist (CSS), you’ll be the heart of our mission—supporting clients enrolled in our Debt Management Program and helping them achieve their financial goals. If you're eager to grow your financial knowledge - like learning how to calculate percentages, understand credit reporting, and review real-life financial documents - this role is for you.

You’ll thrive in a swift, multi-channel call center environment where empathy, innovation, and teamwork are key. If you’re passionate about delivering exceptional service and making a real difference, we want to hear from you!

🌟 Video - Meet The Hiring Team: Linda, Leslie, & Tiffany

What You’ll Do

• 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.

What You Bring

• 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!

Remote Work From Home Requirements

• A private, enclosed room with a door.
• Hard‑wired internet connection (ethernet required) and standard broadband internet.
• Security camera in addition to standard computer setup.
• Home environment must support productivity; remote work is not a replacement for caregiving.

Internet Requirements- Standard Broadband Internet 

• 200 Mbps minimum for a single‑person residence400 Mbps minimum for residences with 2+ people

Why GreenPath?

• 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.

Additional Details

• Monday - Friday work schedule
• Hours are typically 8 am - 5 pm or 9 am - 6 pm. One late night shift is required each week. The late night shift is typically 10 AM - 7 PM or 11 AM - 8 PM.

*Must be comfortable working in a structured, performance-driven environment.

• Training:
   Begins November 30, 2026
• Mandatory, full‑time for three weeks. Typically training is from 10 AM - 7 PM EASTERN Time.
• After training, you transition into your regular schedule.

Ready to Support Clients on Their Path to Financial Wellness?

Apply today and become part of a team committed to making a difference; one call at a time.

Equal Employment Opportunity Statement

GreenPath is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.