SonicJobs Logo
Left arrow iconBack to search

Customer Success Specialist

Financial Software Solutions, LLC
Posted 9 days ago, valid for 19 days
Location

Hunters Creek Village, TX, US

Salary

$45,000 - $60,000 per year

Contract type

Full Time

Health Insurance
Paid Time Off

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

info
  • The Customer Success Specialist position at Financial Software Solutions (TrusteSolutions) is a hybrid role based in Houston, requiring 2+ years of customer service experience, particularly in high-volume phone environments.
  • The successful candidate will provide support via inbound calls, emails, and chats, helping customers navigate the software used by bankruptcy trustees and financial professionals.
  • Candidates should be comfortable with Outlook, Word, and Excel, and possess strong data entry skills and clear communication abilities.
  • The position offers a competitive salary and a comprehensive benefits package that includes 401(k) matching, health insurance, and paid time off.
  • Interviews are currently underway, with the goal of having a candidate in place by the end of the month.
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

  • 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. 



Learn more about this Employer on their Career Site

Apply now in a few quick clicks

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.