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Bilingual Client Retention Specialist

1 month, 1 week ago
United States
Full-time
Junior
Customer Success
Customer and Technical Support
Apply Now
Beyond Finance

Beyond Finance

Beyond Finance is a next generation FinTech company with offices in Chicago, Houston, and San Diego. They offer simple and transparent financial products customized to clients' individual circumstances. Their objective is to provide personalized financ...

Banks
251-1K
Founded 2016
$805M raised
View All Jobs 5

Description

  • Provide inbound phone support to educate and assist clients enrolled in the financial hardship debt program.
  • Deescalate upset clients with empathy and active listening.
  • Assess clients’ financial situations and identify appropriate program options.
  • Use the CRM system to access client information and maintain accurate interaction records.
  • Collaborate with clients to develop customized solutions that support retention.
  • Meet or exceed retention targets and support commission-based performance goals.
  • Deliver best-in-class customer service through phone and other communication tools.
  • Respond to client requests and anticipate unstated needs.

Requirements

  • Bilingual Spanish is required.
  • Experience in retention, sales, or collections is required.
  • High school diploma or equivalent is required.
  • Associate’s or Bachelor’s degree is a plus.
  • Ability to work in a fast-paced environment and handle high call volumes.
  • Ability to remain calm under pressure and stay resilient.
  • Demonstrated ability to negotiate and deescalate client issues effectively.
  • Proficiency with a CRM system and comfort with technology.
  • Strong verbal and written communication skills with active listening.
  • Ability to multitask, set priorities, and manage time effectively.
  • Strong troubleshooting and problem-solving skills.
  • Willingness to adapt to a changing environment and learn new financial solutions.

Benefits

  • Base pay range of $19-$21 USD per hour.
  • Considerable employer contributions toward health, dental, and vision insurance.
  • Generous PTO, paid holidays, and paid parental leave.
  • 401(k) matching program.
  • Merit advancement opportunities.
  • Career development and training.
  • Collaborative work environment focused on community, connection, and belonging.

Interested in this position?

Apply directly on the company website

Apply Now

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