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.