Customer Success Specialist
Financial Software Solutions, LLC
- Location
- Hybrid (Houston, TX)
- Compensation
- $45k - $60k/yr
- Employment
- Full-time
- Level
- Mid Level
Posted 4 days ago
About the Role
Financial Software Solutions provides enterprise-level case management software for bankruptcy attorneys and fiduciaries. This role supports financial professionals by resolving software inquiries via phone, email, and chat, ensuring customer success and product adoption.
Skills
Customer service
Phone support
Software support
Email support
Chat support
Data entry
Outlook
Microsoft Word
Microsoft Excel
Problem solving
Communication
Patience
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Perks
- Hybrid Work
Full job details
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.