Program Advisor - Client Success Team

Program Advisor - Client Success Team 

DebtBlue, LLC is a fast‑growing debt settlement organization committed to helping individuals and families regain financial stability. We serve with integrity, compassion, and excellence-helping people restore peace of mind and move toward a stronger financial future. If you value meaningful work and want to make an impact, you'll feel at home here.

Job Summary

The Program Advisor is a high-impact, revenue-generating role within the Client Success Team, responsible for maximizing client program success and company growth through strategic client engagement. This role serves as a subject matter expert (SME) in debt settlement and legal services while identifying opportunities to enhance client outcomes through enrollment expansion, legal plan adoption, and transitional credit solutions.

Program Advisors operate at a senior level, combining consultative sales skills with deep operational knowledge to guide clients toward actions that accelerate their financial recovery and strengthen program performance.

Key Responsibilities

• Proactively engage with existing clients to identify opportunities to:
• Enroll previously unenrolled debts into the program
• Promote and sell the company's legal plan
• Introduce and convert clients to the Boost Card (transitional credit solution)
• Serve as a subject matter expert (SME) in:
• Debt settlement processes and lifecycle
• Legal processes, litigation risk, and legal plan benefits
• Credit rebuilding tools and transitional financial products
• Clearly communicate complex financial and legal concepts in a way that builds trust and drives client action
• Utilize consultative sales techniques to uncover client needs and recommend appropriate solutions
• Maintain accurate and detailed account documentation in CRM systems
• Collaborate with CSS, Negotiations, and Legal teams to ensure seamless client experience
• Meet or exceed individual performance metrics tied to:
• Legal plan conversions
• Debt enrollment increases
• Boost Card adoption
• Stay current on company offerings, compliance requirements, and industry trends

Core Competencies

• Consultative Selling – Ability to identify client needs and align solutions that provide value while driving revenue
• Financial & Legal Acumen – Strong understanding of debt settlement, creditor behaviors, and legal escalation processes
• Communication Excellence – Clear, confident, and professional verbal and written communication
• Influence & Persuasion – Ability to guide clients toward beneficial decisions with integrity and confidence
• Client-Centric Mindset – Balances company goals with genuine care for client outcomes
• Problem Solving – Quickly assesses situations and identifies optimal paths forward
• Accountability & Results Orientation – Driven by performance metrics and outcomes

Key Behaviors

• Speaks with confidence, clarity, and authority as a trusted advisor
• Takes ownership of client outcomes and revenue opportunities
• Demonstrates persistence in overcoming objections while maintaining professionalism
• Educates clients rather than "pushes" products, building long-term trust
• Maintains composure and effectiveness in high-pressure or sensitive situations
• Actively seeks opportunities to improve personal performance and product knowledge
• Operates with integrity, ensuring all recommendations align with client best interest and compliance standards

Key Performance Metrics (KPIs)

• Revenue Generation: Legal plan conversions, debt enrollment, Boost Card adoption, SkyBridge loans, and revenue recovery
• Client Impact: Retention rate and client action/engagement
• Sales Effectiveness: Ability to convert conversations into multi-product solutions
• Execution & Quality: CRM accuracy, compliance adherence, and activity levels

Performance & Incentives

• Compensation includes a base rate plus performance-based incentives
• Bonus structure tied to:
• Legal plan sales
• Enrollment of additional debts
• Boost Card conversions

We, at DebtBlue.LLC, are an Equal Opportunity Employer and are committed to creating an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other status protected under applicable federal, state, or local laws. We encourage individuals from all backgrounds to apply.