Client Retention Specialist - Remote

Overview

As a Retention Specialist at Beyond Finance, you will play a critical role in ensuring the continued loyalty of our customer base by educating and assisting clients facing financial hardship.

In Short

• Educate clients about financial hardship programs.
• Empathize and deescalate upset clients.
• Navigate CRM systems to manage client information.
• Analyze financial situations to provide appropriate options.
• Collaborate with clients to develop customized solutions.
• Meet retention goals and earn commissions.
• Provide best-in-class customer service.

Requirements

• Experience in Retention, Sales, or Collections.
• High school diploma or equivalent.
• Ability to work in a fast-paced environment.
• Resilient and calm under pressure.
• Strong negotiation and deescalation skills.
• Proficiency with CRM systems.
• Strong customer focus and adaptability.
• Excellent verbal and written communication skills.
• Team collaboration and inclusion.
• Troubleshooting and problem-solving skills.
• Ability to multi-task and manage time effectively.
• Willingness to learn about new financial solutions.

Benefits

• Employer contributions for health, dental, and vision programs.
• Generous PTO, paid holidays, and parental leave.
• 401(k) matching program.
• Merit advancement opportunities.
• Career development and training.