Client Success Specialist
EIDLexitDallas, TX, USjob_description.job_card.variable_days_ago
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job_description.job_card.job_descriptionWe 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. 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. 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. 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! Powered by JazzHR
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 :
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 :
Familiarity with business documents, financial statements, or government filing processes a plus Organizational Excellence :
Experience with HubSpot and AI tools desired Emotional Intelligence :
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Client Specialist • Dallas, TX, US
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