--- title: 'Client Success Specialist at Credible' canonical: 'https://feeny.ai/job/client-success-specialist-credible-united-states-jykn22jg3y76' type: 'job' last_seen: '2026-09-08' --- # Client Success Specialist at Credible - **Company:** Credible - **Location:** United States - **Work type:** remote - **Posted:** 2026-09-04 - **Last confirmed live:** 2026-09-08 - **Apply:** https://job-boards.greenhouse.io/credible/jobs/8167371 ## Job description Who is Credible? Credible is a leading U.S. consumer finance marketplace, transforming the way consumers access and compare financial products. We operate at a consumer and enterprise level. On the consumer side, we help millions of people make smarter financial decisions by comparing personalized, pre-qualified offers across student loans, personal loans, mortgages, credit cards, and insurance — all without impacting their credit score. On the enterprise side, we power financial product comparison and distribution through deep integrations and partnerships with lenders, insurance carriers, and financial institutions, as well as providing marketplace technology and capabilities to third-party partners and distribution channels. About the Role: As a member of Credible’s Client Success Team, you’re enthusiastic about solving problems and answering questions. Using active listening skills and asking probing questions, you provide all the relevant information so that our customers can make informed decisions for their financial future. You’ll respond to customer inquiries and tech support requests by phone, live chat, and email about our product verticals. These include Private Student Loans, Student Loan Refinancing, Personal Loans, and Credit Card offerings as well as our Mortgage Refinance, Home Purchase, and Insurance offerings. Through helping our customers use our service you’ll learn the ins and outs of Credible and prepare yourself to grow into a critical member of the Credible team. - Compensation: $20.00 per hours - Schedule: Customer Success is open 6 days a week, weekend and/or evening hours may be required. THIS ROLE CAN ONLY SIT IN NORTH CAROLINA Responsibilities: - Respond to a high volume of inbound client inquiries coming in by phone, live chat, and email - Complete outbound calling campaigns to help clients move forward with their loan request - Identify client needs and help clients use specific site features - Identify trends impacting agent and client experience and communicate issues to Client Success Management - Have the opportunity to share your thoughts, opinions, and insights with leadership - Assist other team members with questions/issues they may have through internal team communication - Perform other outlined projects, initiatives, and responsibilities as assigned by your supervisor Education and Experience: - A Bachelor’s degree (preferred, but experience may be considered in place of a degree) - 1-3 years of customer service experience, ideally in a high-volume call center environment - Experience using CRM tools, like Salesforce (preferred) - Highly proficient in basic computer software and navigation; including SaaS applications Nice to Have: - Patient, courteous, energetic, and empathetic; both on the phone and in writing - Customer-focused; you understand what makes people tick and you want to help them succeed - Good at spotting patterns; you notice when a lot of people are running into similar issues and you are excited to help us make that problem disappear - Problem Solver; you enjoy troubleshooting and investigating client issues, using critical thinking skills and resources to develop solutions - Team Oriented; you work well with others and enjoy being part of a larger team, helping and supporting others Why work at Credible? We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance. We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a bit of wit to position ourselves as a fresh, reliable voice in the financial world. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, disability, protected veteran status, or any other characteristic protected by law. We will consider for employment qualified applicants with criminal histories consistent with applicable law. ## About Credible ## Company Overview - **One-liner**: Credible operates a transparent online marketplace that lets consumers compare personalized rates for student loans, personal loans, and insurance products from multiple vetted lenders. - **Entity Type**: Private (funding stage not publicly available) - **Headquarters**: Not publicly available - **Founded**: 2012 - **Founders**: Not publicly available ## Core Business - **Primary industries**: Consumer lending marketplace, personal finance, insurance comparison - **Target customers**: B2C (consumers seeking loans or insurance) and B2B (partner lenders and insurance providers) - **Mission / purpose**: “Simplify financial decisions through technology that makes comparison simple, transparent, and immediate.” Their goal is to “empower consumers to understand and improve their finances and discover the best financial products for every stage of life.” ## Products & Services - **Student Loan Marketplace**: Lets users compare pre‑qualified rates from multiple lenders for student loans and refinancing. Soft credit pull; no fees to the consumer. - **Personal Loan Marketplace**: Similar comparison tool for personal loans, with pre‑qualified rates from partner lenders. - **Insurance Comparison**: Connects users with insurance agents and providers, allowing side‑by‑side quotes (evidenced by job postings for Insurance Agents). All offerings are delivered via a web‑based SaaS marketplace; Credible itself is not a lender or insurer. ## Market Standing - **Valuation / Market Cap**: Not disclosed - **Key Metrics**: - Helped **over 20 million people** shop for pre‑qualified rates - **$19+ billion** in student and personal loans closed - **Notable Investors / Partners**: Not listed in available sources; the company partners with “top financial service providers” and all three national credit bureaus. - **Growth Signals**: - Actively hiring (6 open roles on LinkedIn, 4 on Greenhouse as of mid‑2025), including a Director of Partnerships & Business Development and Insurance Agent roles, indicating expansion into insurance vertical. - Emphasizes “growth” culture and internal promotion. ## Competitive Advantages - **Soft credit inquiry only**: Users see personalized rates without impacting their credit score. - **Free to consumers**: Credible only gets paid when a loan is disbursed or a product is taken; no fees charged to users. - **Transparent & unbiased**: Lender placement on the site is not influenced by compensation; provides a single‑form interface to compare multiple lenders at once. - **Privacy‑focused**: Does not share user data with lenders until the consumer chooses to proceed. ## Strategic Focus - **Insurance expansion**: Hiring insurance agents and a Director of Partnerships suggests building out the insurance vertical. - **Deepening partnerships**: Growing relationships with lenders and financial service providers to diversify product offerings. - **Consumer education**: Providing expert blog content to help users make informed decisions. ## Why Work Here - **Culture & values**: Emphasizes “be curious,” “take ownership,” “be bold,” and “get results.” Encourages learning, risk‑taking, and continuous improvement. - **Work style**: Offers remote and hybrid opportunities; office locations provide open layouts and snacks. - **Benefits**: Competitive base salaries, yearly bonuses, 401(k) with company match, employee referral bonus, medical/dental/vision with HSA contributions, pet insurance discount, Employee Assistance Program. - **Growth & development**: Mentorship culture, financial assistance for ongoing education, promotion from within. - **Perks**: Generous PTO, work‑from‑home stipend, rewards and recognition platform. ## Sources 1. [credible.com/careers](https://www.credible.com/careers) 2. [job-boards.greenhouse.io/credible](http://job-boards.greenhouse.io/credible) 3. [credible.com/about](https://www.credible.com/about) 4. [credible.com](https://www.credible.com/) 5. 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