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Client Success Account Manager

1 month ago

Irvine, United States Alleviate Financial Solutions Full time
Job DescriptionJob Description

Are you a driven, goal-oriented individual with a passion for helping others? Do you thrive in a fast-paced environment where your efforts directly impact people’s lives? If so, we have the perfect opportunity for you

At Alleviate, we are on a mission to transform lives by providing effective debt relief solutions. Our team is dedicated to helping individuals and families regain control of their financial future. We are seeking caring & empathetic individuals to join our dynamic team and make a real difference in people's lives.

ABOUT THE COMPANY: Alleviate is one of the fastest growing companies in the Debt Relief space. Every day we help clients find solutions to their financial challenges. We are a vibrant and energetic organization of nearly 400 employees. Alleviate offers a fun, supportive culture with endless opportunities for growth. We are currently investing heavily in marketing and technology to actualize our vision of becoming the next-generation financial services Company, taking people from debt to WEALTH. 

HIRE DATE: This ad is hiring a class of Client Success (Customer Service) employees for a September start date

JOB TITLE: Client Success Account Manager

WHAT DOES A CLIENT SUCCESS EMPLOYEE DO? Client Success Account Managers are the Liaison between the company and our clients. The CS Account Manager ensures that clients' needs are understood and satisfied as quickly and effectively as possible to develop and maintain a strong and positive relationship.  

ROOM FOR GROWTH: This is more than an entry-level job…this is the gateway to your long-term career in finance. We build from within, so it is imperative to us that we set you up for success, and enable your professional growth  

OUR HOME: Alleviate has a 30,000 Sq foot headquarters based out of Irvine, CA. Our headquarters is located in the heart of Orange County’s booming business and finance district. Our state-of-the-art office has 2 designer living rooms, 2 cafes, a meditation room, fully equipped workstations, and a free fitness center. We offer catered lunches, in-office games, teambuilding activities, paid parking, quarterly parties & events, volunteer events, and much more 

OUR CULTURE: WHY DO OUR EMPLOYEES LOVE WORKING HERE?

  • Pay incentives including Commissions & Bonuses 
  • Company swag - who doesn't love it?
  • An incredible location to call your "second home". Our headquarters has multiple restaurants, free fitness center, wellness rooms, and in-office amenities to support you throughout your workday
  • Consistent employee recognition and appreciation  
  • Company-sponsored events and volunteer opportunities

STARTING PAY:

  • $21 per hour + bonuses

WHAT MAKES US THE BEST?

  • Energetic, supportive, and collaborative working environment 

  • Continuous employee development, coaching, and training 

  • Work-life balance 

WHAT YOU'LL DO:

  • Primary point of contact to our clients
  • Communicate with clients to understand their needs and explain product value 
  • Act as a liaison between the client and departments within the organization to convey information, ensure understanding and make certain everything gets done in an accurate, timely manner 
  • Manage a high volume of outbound and inbound calls 
  • Assist our clients with inquiries 
  • Keep accurate records of all activity on the file to ensure accuracy and completeness of the file 
  • Keep clients satisfied and deliver an exceptional customer service experience on a day to day 
  • Monitor client’s tasks, accounts, savings, program terms to explain costs and negotiate new terms if necessary 
  • Schedule and meet client appointments and deadlines  
  • Make the client aware of other services and actions that may lead to greater success 
  • Build and maintain relationships based on trust, empathy, support, respect, and guidance towards the consumer 
  • Maintain a positive attitude and tone at all times 
  • Maintain strong client retention 
  • Resolve complaints and prevent additional issues by improving processes 
  • Provide high quality, personable, friendly and professional service at all times 

WHAT MAKES YOU A GOOD FIT:

  • Extensive, accurate product knowledge 
  • Adaptability and Problem-solving skills 
  • Ability to build rapport  
  • Excellent customer service skills, Strong phone etiquette with active listening skills 
  • Clear & concise communication skills 
  • Proactive approach to client stated and unstated needs 
  • Ability to think strategically & negotiate 
  • Effective time management, prioritization and multitasking skills 
  • Patience, empathy and professionalism 
  • Strong attention to detail  
  • Ability to work under pressure and manage high stress level situations 
  • Ability to maintain control of escalations 
  • Ability to adapt/respond to different types of characters 
  • Ability to multi- task, prioritize and manage time effectively 
We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; as we consider all qualified candidates, and any person who is driven to help others. 

ADDITIONAL PERKS & BENEFITS:
  • Robust training program 
  • Health, dental, and vision benefits available after 30 days of employment 
  • Ancillary benefits including legal services, disability insurance, Employee Assistance Program, and much more 
  • 80 hours of PTO, 40 hours of Sick Pay, and 2 Health & Wellness Days
  • Paid holidays
  • 401(k) that can be elected from day 1 of employment 
  • The opportunity to work alongside an incredible group of people who are all driven to help others

Job Type: Full-time 

Department: Client Success 

Schedule: 8-hour shift, Monday to Friday 

Location: Irvine, CA - 5 days per week in-office 

Supplemental pay types: Bonus pay 

Alleviate Financial Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

This position must pass a post-offer pre-employment criminal background check. 

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