Client Success - Subject Matter Expert (SME) [Internal]

We’re hiring a Client Success SME to support our team and improve the client experience in the debt-relief process. You’ll be the primary resource for complex account issues, workflow improvements, and trend identification. You’ll partner with leadership, support process updates, and collaborate across departments to ensure accuracy, quality, and smooth client outcomes.

About Us:

At Alleviate Financial Solutions, we’re transforming lives every day by offering innovative debt relief solutions. As one of the fastest-growing companies in the industry, we are on a mission to help individuals and families regain financial freedom and build a brighter future.

Our vision? To become the next-generation financial services company that guides people from debt to WEALTH.

Here’s what you’ll enjoy:

• Opportunities for career growth and advancement.
• A supportive, mission-driven team passionate about making a difference.
• Company perks like swag, catered lunches, teambuilding activities, and quarterly events.
• State-of-the-art amenities, including designer living rooms, wellness spaces, cafes, and a fitness center.
• A culture of recognition, appreciation, and celebration.
• Our 30,000 sq. ft. headquarters in Irvine, CA is more than just an office—it’s a second home where collaboration, growth, and innovation thrive.

COMPENSATION:

• $23.46 per hour

WHAT MAKES US THE BEST?

• Energetic, supportive, and collaborative working environment 
• Continuous employee development, coaching, and training 
• Work-life balance 

WHAT YOU'LL DO: 

The Client Success Subject Matter Expert (SME) serves as a key resource within the Client Success team, providing expertise in processes, workflow distribution, and issue resolution.

• Act as a primary resource for complex client account issues and process enhancements. 
• Conduct reporting as requested to identify trends and areas for improvement. 
• Assist in training existing employees on processes and best practices, as requested. 
• Capture and analyze trends related to client files and CS tasks.
• Contribute to special projects, as assigned.
• Research and resolve discrepancies within communicated deadlines, ensuring accuracy and quality. 
• Maintain accountability for the quality and accuracy of completed work. 
• Adhere to and recommend improvements for team, department, and company procedures. 
• Contribute to individual, team, and department goals through proactive engagement. 
• Communicate effectively with teammates, leadership, and cross-functional partners. 
• Work closely with Leadership and other SMEs on various initiatives. 
• Identify and escalate trends to key business partner leadership as needed. 
• Collaborate across departments to resolve client and business concerns. 
• Continuously seek improvement through feedback and process optimization. 
• Follow all policies and procedures for the department and Company, including personnel policies and expectations as outlined in the Employee Handbook. 
• Other duties as assigned. 

WHAT YOU'LL NEED:

Knowledge and Experience 

• 1+ years of Client Success experience. 
• Strong understanding of Client Success processes and issue resolution. 
• Experience with process improvement.

Skills and Abilities 

• Training and mentoring skills, with experience coaching employees. 
• Excellent communication and interpersonal skills for cross-functional collaboration. 
• Ability to analyze data trends and provide actionable recommendations. 
• Strong problem-solving and decision-making capabilities. 
• High attention to detail and ability to meet deadlines with quality output. 
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word) and CRM platforms. 
• Ability to work effectively in a fast-paced, team-oriented environment.

ADDITIONAL PERKS & BENEFITS:

• Health, dental, and vision benefits available after 30 days of employment 
• Ancillary benefits including legal services, disability insurance, Employee Assistance Program, and much more! 
• 80 hours of PTO, 40 hours of Sick Pay, and 2 Health & Wellness Days
• Paid holidays
• 401(k) that can be elected from day 1 of employment! 
• The opportunity to work alongside an incredible group of people who are all driven to help others

Job Type: Full-time, Non-Exempt

Schedule: 8-hour shift, Monday to Friday 

Location: Irvine, CA; Fully On-site

We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; as we consider all qualified candidates, and any person who is driven to help others. 

Alleviate Financial Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

This position must pass a post-offer pre-employment criminal background check.