HELPING HANDS FINANCIALS (U.S. COMPANY) IS HIRING REMOTE CUSTOMER SERVICE PROFESSIONALS

HELPING HANDS FINANCIALS (U.S. COMPANY) IS HIRING REMOTE CUSTOMER SERVICE PROFESSIONALS
ONBOARDING MANAGER • SUCCESS MANAGER • APPOINTMENT SETTER (TAX DEPARTMENT)

Helping Hands Financials is a fast-growing U.S.-based financial services company helping people rebuild their credit and transform their financial future. We are a performance-driven, growth-focused, remote team and we’re looking for long-term tea ---------- mbers who want to build real careers, not temporary jobs.

If you are organized, dependable, and great with people, this might be the opportunity for you.

OUR CORE VALUES
Speed of Implementation | Extreme Ownership | Self-Improvement | Positive Attitude | Discipline | Coachability | Teamwork

WE ARE HIRING FOR THREE CUSTOMER SERVICE ROLES

Below is a breakdown so you know exactly which role fits your strengths:

ONBOARDING MANAGER (Customer Onboarding Role)

95% Zoom-based • Client-facing • Strong communication required

This role is all about giving new clients an amazing first experience. You will meet with them on Zoom, walk them through their onboarding steps, help them set up accounts, and ensure everything is ready for their Success Manager.

WHAT YOU WILL DO:
• Host onboarding calls with clients via Zoom
• Clearly explain next steps and required documents
• Verify documents in Credit Repair Cloud (CRC)
• Create projects in Asana & assign to Success Managers
• Update lead status inside Close CRM
• Follow up with clients who have missing onboarding requirements
• Ensure all onboarding is completed within the company timeline

WHO YOU NEED TO BE:
• Excellent English speaker & communicator
• Comfortable on Zoom with strong presentation skills
• Organized, professional, and reliable
• Fast learner and detail-oriented
• Positive attitude and great energy
• Long-term mindset this is a career-track role

SUCCESS MANAGER (Client Support Role)

95% phone/email/chat-based • Relationship & retention-focused

Success Managers are the main point of contact for clients after onboarding. You will support them throughout their journey, communicate updates, and build relationships that keep clients engaged and informed.

WHAT YOU WILL DO:
• Provide updates to clients via phone, email, SMS, and chat
• Answer questions and guide clients through the credit repair process
• Deescalate situations when clients are frustrated
• Manage retention and client satisfaction
• Track client progress and coordinate with the Disputes Team
• Follow SOPs and document all communication accurately

WHO YOU NEED TO BE:
• Strong English speaking & writing skills
• Professional and confident on the phone
• Great at multitasking
• Excellent communicator
• Calm under pressure and strong at deescalation
• Organized, disciplined, and able to manage a large client load

APPOINTMENT SETTER (TAX DEPARTMENT – SEASONAL ROLE)

Phone-based • Scheduling-focused • Strong communication required

This role supports our Tax Department by contacting existing customers and setting appointments with our tax professionals. This is a high-impact role during tax season and a great opportunity to transition into a full-time role after the season ends.

WHAT YOU WILL DO:
• Call and follow up with customers regarding tax services
• Schedule appointments for our tax professionals
• Confirm appointments and ensure accurate information is collected
• Track appointments and outcomes in our CRM
• Follow scripts, processes, and daily KPIs

IMPORTANT DETAILS:
• This is a seasonal role from January through the end of April
• Strong performers may be offered a full-time position in our Credit Repair Department after tax season
• Based on performance and KPIs, this role is eligible for an additional $1,000 bonus at the end of tax season

WHO YOU NEED TO BE:
• Confident and professional on the phone
• Strong English communication skills
• Organized and reliable
• Comfortable with call volume and scheduling
• Motivated by performance and results

COMPENSATION & BENEFITS (FOR ALL ROLES)

• Starting Salary: $700/mo (90-day probation) + ~$250/mo commission
• After probation: $800/mo + ~$250/mo commission
• Quarterly Bonuses: +$300 every quarter (for non-seasonal roles)
• End-of-Tax-Season Bonus: Up to $1,000 for Appointment Setters based on KPIs
• Annual Salary Increase: +$50/mo every year
• 10 PTO days per year (after probation)
• Paid U.S. holidays
• Long-term career growth we promote from within

WHY BUILD YOUR CAREER WITH HELPING HANDS FINANCIALS?

• U.S.-based company with strong systems and leadership
• Career-track roles, not temporary jobs
• Supportive, positive, remote team culture
• Clear growth path into leadership for top performers
• Work with a company that changes lives every day

HOW TO APPLY

If you are motivated, organized, and ready to build a career with us, please send:
• Your updated resume
• A short message explaining which role you’re applying for
(Onboarding Manager, Success Manager, or Appointment Setter – Tax Department)
• Why you believe you’re a strong fit