Beyond Finance

Move Beyond Debt

Client Retention Specialist

Customer Retention SpecialistCustomer SuccessFull TimeRemoteSeniorTeam 1,001-5,000H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

15 days ago

Salary

$19 - $20 / hour

Seniority

Senior

High SchoolEnglish

Job Description

• Provide comprehensive information about the Beyond Finance financial hardship debt program to clients • Display empathy and active listening skills to understand and deescalate upset clients • Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information • Assess the client's current financial situation and determine the most appropriate options • Collaborate with clients to develop customized solutions that align with their financial goals • Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives • Provide a best-in-class customer service experience over the phone and through various communication tools

Job Requirements

  • Required - Experience in Retention, Sales, or Collections
  • High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
  • Ability to work in a fast-paced environment and handle high call volumes
  • Resilient and able to remain calm under pressure
  • Demonstrated ability to negotiate and deescalate client issues effectively
  • Tech savvy and proficiency with a Client Relationship Management system (CRM)
  • Strong customer focus and adaptability to different personality types
  • Strong verbal and written communication skills along with active listening
  • Supports team/department collaboration & inclusion
  • Troubleshooting and problem solving skills
  • Ability to multi-task, set priorities and manage time effectively
  • Willingness to adapt to a changing environment and learn about new financial solutions.

Benefits

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

Related Job Pages

More Customer Retention Specialist Jobs

Customer Retention Specialist16 days ago
Full TimeRemoteTeam 1,001-5,000H1B Sponsor

The Bilingual Client Retention Specialist will assist clients in financial hardship programs, ensuring loyalty by providing education, empathy, and tailored support to help them navigate their debt solutions.

CRM
United States
$19 - $21 / year
Customer Retention Specialist16 days ago
Full TimeRemoteTeam 1,001-5,000H1B Sponsor

As a Client Retention Specialist, you will educate clients about financial hardship programs, deescalate issues, and help retain clients through personalized solutions.

Crm System
Ohio
$19 - $20 / year
Customer Retention Specialist16 days ago
Full TimeRemoteTeam 1,001-5,000H1B Sponsor

The Client Retention Specialist at Beyond Finance assists clients with financial hardship, providing education, support, and solutions to ensure their retention in the program, while meeting retention targets and delivering excellent customer service.

Customer Relationship Management System
Michigan
$19 - $20 / year

Senior Renewals Specialist

Minitab

Discover valuable insights in data.

Customer Retention Specialist17 days ago
Full TimeRemoteTeam 201-500Since 1972H1B No Sponsor

As a Senior Renewals Specialist, you will manage customer renewals, drive growth opportunities, and collaborate with various teams to enhance customer satisfaction and retention.

Analytics PlatformsBusiness Intelligence
Pennsylvania