Client Success Specialist

Remote

Full Time

Customer Support

Mid Level

About Us:
At EIDLexit, we are dedicated to assisting small businesses with dissolving their companies and resolving defaulted Economic Injury Disaster Loans (EIDLs) and SBA 7a loans. As a rapidly scaling company, we take pride in our innovative solutions and exceptional client support. Join our team and be part of a mission that is truly making an impact while building your career in a high-growth environment!

Role Overview:
We are seeking a detail-oriented and proactive professional to join our Client Success Team as a Client Success Specialist. Working collaboratively alongside our Client Success Lead, you will play a crucial role in advancing client projects through either business closure processes or EIDL package compilation. This position offers the perfect balance of independent responsibility and team support, allowing you to develop specialized expertise while contributing to our clients' successful outcomes.

The ideal candidate thrives in managing multiple concurrent projects, demonstrates strong organizational skills, and takes ownership of their project segments while maintaining seamless collaboration with the broader team.

Key Responsibilities:

Project Advancement: Take ownership of specific project components (business closure or EIDL package compilation) and drive them toward successful completion within our target timeline

Client Communication: Maintain professional communication with clients primarily via email, with occasional phone or virtual meetings as needed to gather information and provide updates on project progress

Document and Information Management: Efficiently collect, organize, and process client documentation and information required for your assigned project components

Team Collaboration: Work closely with the Client Success Lead to ensure seamless project handoffs and maintain consistency in client experience

Quality Assurance: Ensure accuracy and completeness of all work products while maintaining attention to detail in high-volume environments

Process Optimization: Contribute insights and suggestions for improving workflows and efficiency within your area of specialization

Skills and Qualifications:

Education: High school diploma or equivalent; an associate or bachelor's degree preferred

Experience: Previous experience in project coordination, document management, or client support roles. Familiarity with business documents, financial statements, or government filing processes a plus

Organizational Excellence: Proven ability to manage multiple projects simultaneously while maintaining quality and meeting deadlines

Communication Skills: Strong written communication abilities with professional email etiquette and clear, concise messaging

Technical Proficiency: Comfortable with Microsoft Office Suite, database management, and learning new software platforms. Experience with HubSpot and AI tools desired

Emotional Intelligence: Exceptional emotional intelligence and empathy with the ability to remain calm and solution-focused while managing sensitive financial situations with business owners experiencing hardship

Independence and Collaboration: Self-motivated with strong initiative while also being an effective team player who communicates well with colleagues

Attention to Detail: Meticulous accuracy when handling sensitive financial and legal documents

Success Metrics:
Success in this role is measured by contribution to client satisfaction scores (NPS/CSAT), timely progression of assigned project components, and maintaining quality standards that support our project completion goals.

Benefits:

Competitive salary with growth potential as we scale

Exceptional opportunities for professional development and career advancement in a rapidly growing company

Supportive, collaborative remote work environment

Flexible working hours

Work-from-home setup with provided technology

Opportunity to specialize and become an expert in business closure or SBA loan resolution processes

Work Hours:
This is a fully remote position. Standard working hours are 8 am – 5 pm CST US, Monday through Friday, with flexibility as needed.

We look forward to welcoming you to our team!

Apply for this position

Required*

Apply with Indeed

First Name*

Last Name*

Email Address*

Phone*

Address

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

What's your highest level of education completed?*

Are you 18 years of age or older?*

LinkedIn Profile URL:

What languages do you speak fluently?

Desired salary*

Have you ever been convicted of a felony?*

If “Yes”, you have been convicted of a felony, please explain the circumstances around the conviction:*

In 150 characters or fewer, tell us what makes you unique. Try to be creative and say something that will catch our eye!

150

Human Check*

Submit Application

Thanks for visiting our Career Page.

At EiDLexit, our Christian values guide us to act with honesty, integrity, and compassion in everything we do. That is why we are committed to providing exceptional service for clients who need to restructure or resolve their SBA EIDL debt.

Please review our open positions and apply to the positions that match your qualifications.

Client Success Specialist

Apply for this position