Client Success Specialist

Company: greenpath, inc.
Location: Irvine
Posted on: February 18, 2026

Job Description:

Job Description Job Description Join Our Mission-Driven Team as a Client Success Specialist Location: Remote- (Mountain and Pacific Time Zone) Employment Type: Full-Time Department: Client Services Training Start Date: March 16th, 2026 (Training is mandatory) 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 residence • 400 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 We are hiring for both Mountain Standard Time (MST) and Pacific Standard Time (PST) schedules. MST: Monday–Thursday, 9:00 AM–6:00 PM and Friday 8:00 AM–5:00 PM. PST: Monday–Thursday, 8:00 AM–5:00 PM, and Friday 7:00 AM–4:00 PM. *Must be comfortable working in a structured, performance-driven environment. Training: • Begins March 16th, 2026 • Mandatory, full?time for three weeks. • 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. We are hiring for both Mountain Standard Time (MST) and Pacific Standard Time (PST) schedules. MST: Monday–Thursday, 9:00 AM–6:00 PM and Friday 8:00 AM–5:00 PM. PST: Monday–Thursday, 8:00 AM–5:00 PM, and Friday 7:00 AM–4:00 PM.

Keywords: greenpath, inc., Upland , Client Success Specialist, Customer Service & Call Center , Irvine, California