Respond to high-volume customer inquiries by phone, live chat, and email; provide product guidance and technical support across financial offerings. Conduct outbound calls, identify customer needs, troubleshoot issues, recognize experience trends, share insights with leadership, and support teammates. The role requires strong communication, empathy, problem-solving, basic software proficiency, and ideally CRM experience.
Who is Credible?
Credible is a leading U.S. consumer finance marketplace, transforming the way consumers access and compare financial products. We operate at a consumer and enterprise level. On the consumer side, we help millions of people make smarter financial decisions by comparing personalized, pre-qualified offers across student loans, personal loans, mortgages, credit cards, and insurance — all without impacting their credit score. On the enterprise side, we power financial product comparison and distribution through deep integrations and partnerships with lenders, insurance carriers, and financial institutions, as well as providing marketplace technology and capabilities to third-party partners and distribution channels.
About the Role:
As a member of Credible’s Client Success Team, you’re enthusiastic about solving problems and answering questions. Using active listening skills and asking probing questions, you provide all the relevant information so that our customers can make informed decisions for their financial future. You’ll respond to customer inquiries and tech support requests by phone, live chat, and email about our product verticals. These include Private Student Loans, Student Loan Refinancing, Personal Loans, and Credit Card offerings as well as our Mortgage Refinance, Home Purchase, and Insurance offerings. Through helping our customers use our service you’ll learn the ins and outs of Credible and prepare yourself to grow into a critical member of the Credible team.
As a member of Credible’s Client Success Team, you’re enthusiastic about solving problems and answering questions. Using active listening skills and asking probing questions, you provide all the relevant information so that our customers can make informed decisions for their financial future. You’ll respond to customer inquiries and tech support requests by phone, live chat, and email about our product verticals. These include Private Student Loans, Student Loan Refinancing, Personal Loans, and Credit Card offerings as well as our Mortgage Refinance, Home Purchase, and Insurance offerings. Through helping our customers use our service you’ll learn the ins and outs of Credible and prepare yourself to grow into a critical member of the Credible team.
- Compensation: $20.00 per hours
- Schedule: Customer Success is open 6 days a week, weekend and/or evening hours may be required.
THIS ROLE CAN ONLY SIT IN NORTH CAROLINA
Responsibilities:
- Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email
- Complete outbound calling campaigns to help clients move forward with their loan request
- Identify client needs and help clients use specific site features
- Identify trends impacting agent and client experience and communicate issues to Client Success Management
- Have the opportunity to share your thoughts, opinions, and insights with leadership
- Assist other team members with questions/issues they may have through internal team communication
- Perform other outlined projects, initiatives, and responsibilities as assigned by your supervisor
Education and Experience:
- A Bachelor’s degree (preferred, but experience may be considered in place of a degree)
- 1-3 years of customer service experience, ideally in a high-volume call center environment
- Experience using CRM tools, like Salesforce (preferred)
- Highly proficient in basic computer software and navigation; including SaaS applications
Nice to Have:
- Patient, courteous, energetic, and empathetic; both on the phone and in writing
- Customer-focused; you understand what makes people tick and you want to help them succeed
- Good at spotting patterns; you notice when a lot of people are running into similar issues and you are excited to help us make that problem disappear
- Problem Solver; you enjoy troubleshooting and investigating client issues, using critical thinking skills and resources to develop solutions
- Team Oriented; you work well with others and enjoy being part of a larger team, helping and supporting others
Why work at Credible?
We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance.
We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law.
Similar Jobs
Software
Own the customer onboarding experience for new Housecall Pro customers, guiding account activation, adoption, product utilization, and early value realization. Serve as the primary point of contact, answer questions, troubleshoot technical issues, reinforce product value, and collaborate with Sales, Account Management, Marketing, Engineering, and Support. Identify expansion and retention opportunities, communicate customer feedback, improve onboarding processes, and use qualitative and quantitative insights to enhance customer outcomes.
Top Skills:
Ai Tools
Healthtech • Information Technology • Payments • Financial Services
Manage client onboarding and renewals as the primary client contact. Provide proactive, personalized support; educate clients on products, systems, and policies; resolve issues; maintain accurate account documentation; and coordinate with Sales, Client Experience, and Operations. Build relationships with plan administrators and brokers to support retention, ensure HIPAA compliance, and identify workflow improvements. The role is remote after two weeks of in-person training in Carrollton, Texas.
Top Skills:
Excel
Artificial Intelligence • HR Tech • Software • Automation
Support customer onboarding and ongoing platform use, build customer relationships, answer questions, resolve issues, monitor satisfaction and engagement, conduct demonstrations, gather feedback, improve adoption and retention, maintain CRM records, and prepare customer activity reports. Collaborate with Support, Product, Engineering, and Sales teams to address customer needs.
Top Skills:
CRMHealth Services PlatformHubspotIntercomSaaSSalesforceZendesk
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
