Client Retention Specialist - Remote

Overview

As a Client Retention Specialist at Beyond Finance, you will play a critical role in ensuring the loyalty of clients enrolled in financial hardship programs by educating them, empathizing with their situations, and assisting them in navigating their options to become debt-free.

In Short

• Serve as the primary point of contact for clients in financial hardship programs.
• Educate clients about the benefits and processes of the program.
• Deescalate upset clients through empathy and active listening.
• Utilize a CRM system to manage client information and interactions.
• Analyze clients' financial situations and provide tailored solutions.
• Achieve retention goals and earn commissions based on performance.
• Provide best-in-class customer service across various communication tools.
• Collaborate with clients to encourage continued participation in the program.
• Handle high call volumes in a fast-paced environment.
• Adapt to changing environments and learn about new financial solutions.

Requirements

• Experience in Retention, Sales, or Collections.
• High school diploma or equivalent; higher education is a plus.
• Ability to handle high call volumes and remain calm under pressure.
• Strong negotiation and deescalation skills.
• Proficiency with CRM systems.
• Strong customer focus and adaptability.
• Excellent verbal and written communication skills.
• Team player with collaboration skills.
• Problem-solving abilities and multitasking skills.
• Willingness to adapt and learn.

Benefits

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