Customer Success Specialist Job at Financial Software Solutions, LLC, Houston, TX

  • Financial Software Solutions, LLC
  • Houston, TX

Job Description

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
  • Wellness resources
Title: Customer Success Specialist (Houston, hybrid)
Company: Financial Software Solutions (TrusteSolutions)

About the role
We build software that bankruptcy trustees and financial professionals rely on every day. When they have a question, you're the voice they hear. This is a phone-first support role for someone who likes solving problems for real people and keeps their cool when the caller doesn't.
You'll report to a hands-on leader who works alongside the team.

What you'll do

  • Answer inbound calls and walk customers through questions on our software
  • Handle email and chat support when the phones are quiet
  • Log accurate notes and account updates in our systems
  • Spot recurring issues and flag them to the team
  • Learn our products deeply enough to teach them

What we're looking for

  • 2+ years in customer service with heavy phone volume (call center, bank branch, credit union, or similar)
  • Comfortable in Outlook, Word, and Excel
  • Fast, accurate data entry
  • Clear writer, patient explainer
  • Bonus -if you have: banking, loan operations, or bankruptcy exposure
  • Ideal Candidate - someone that has been a teller, paralegal, worked within a banking or credit union environment working in a customer facing role. 
  • Must be able to work an eight hour shift between 7:00 AM to 7:00 PM CST

Details

  • Houston, TX. Can be hybrid after onboarding.
  • Full time
  • Comprehensive benefits package to include 401k with matching
We're interviewing now and moving fast. Ideally would like to have someone in place by the end of the month.

Job Tags

Full time, Shift work

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