Credit Client Success Specialist & Appointment Setter

What You'll Do
Manage communication and follow-ups with credit clients.
Contact leads by phone, SMS, and other communication channels.
Schedule consultations and follow-up appointments.
Confirm appointments and reduce no-shows.
Re-engage leads who have not booked.
Maintain accurate client notes and CRM updates.
Help clients understand the next steps in their credit process.
Identify opportunities for credit repair and business funding consultations.
Provide exceptional customer service throughout the client journey.
Escalate complex credit questions to the appropriate department.
REQUIRED QUALIFICATIONS
2–3+ years of actual credit repair/credit industry experience REQUIRED.
Must understand how to read and review credit reports.
Must understand collections, charge-offs, late payments, inquiries, utilization, and other common negative items.
Must have strong customer service skills.
Strong phone and communication skills.
Strong sales and appointment-setting experience.
Comfortable making outbound calls.
Excellent spoken and written English.
Strong follow-up skills and attention to detail.
Comfortable using CRM systems.
Must be professional, reliable, and organized.
Preferred
Experience with business funding or business credit.
Experience with high-ticket sales.
Experience working with credit repair software/CRM systems.
Experience handling inbound social media leads.
Schedule
Part-Time or Full-Time
Must be available during business hours between 8:00 AM and 8:00 PM, depending on assigned schedule.
Performance Expectations
You will be measured on:
Appointments booked
Calls completed
Lead response time
Follow-ups completed
Appointment show rate
Client satisfaction
Lead-to-appointment conversion
CRM accuracy
IMPORTANT
We are looking for someone who already understands the credit industry. If you have never worked in credit repair, credit services, or a closely related field, this position is not for you.