customer service rep

Client Success Manager / Customer Service Representative — TrueLine Solutions

We’re looking for a reliable, organized Client Success Manager (a customer service representative who also guides clients through our program). You’ll be the main point of contact for clients, helping them get started, stay informed, and receive timely support.

Responsibilities

• Contact new clients and schedule onboarding based on availability and workload.
• Guide clients through intake forms, required documents, credit monitoring setup, and access to TrueLine Academy.
• Keep client information and progress updated in GoHighLevel and DisputeFox.
• Provide weekly updates, answer questions, and follow up on missing onboarding items.
• Schedule progress reviews and follow up on missed appointments and payments.
• Coordinate with our sales rep and dispute team to keep client work moving.
• Submit a daily report covering completed tasks, pending items, and client concerns.

Requirements

• Clear, professional spoken and written English.
• Strong organization and consistent follow-through.
• Customer service experience and the ability to handle concerns calmly.

You must respond promptly during scheduled hours, take ownership of follow-ups, and communicate issues without waiting to be asked. GoHighLevel, DisputeFox, or Skool experience is a plus.