Financial Software Solutions, LLC
Customer Success Specialist
Full Time • Houston
Responsive recruiter
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
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.
Compensation: $45,000.00 - $60,000.00 per year
(if you already have a resume on Indeed)