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Client Retention Specialist (Remote)

4 hours, 48 minutes 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 10

Description

  • Educate clients on the Beyond Finance financial hardship debt program, including benefits, process, and available options.
  • Interact with clients primarily through inbound phone calls and other communication tools.
  • Empathize with upset clients and deescalate concerns about their financial situation.
  • Use the CRM system to access client information and maintain accurate records of interactions and program progress.
  • Assess clients’ financial situations and identify appropriate options to help them reach debt-free goals.
  • Collaborate with clients to develop customized solutions that encourage program retention.
  • Meet or exceed retention targets and support commission-based performance goals.
  • Provide best-in-class customer service by responding to requests and anticipating unstated needs.

Requirements

  • Experience in retention, sales, or collections is required.
  • High school diploma or equivalent is required; an 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, resilient, and effective under pressure.
  • Demonstrated ability to negotiate and deescalate client issues effectively.
  • Proficiency with a client relationship management (CRM) system.
  • Strong verbal and written communication skills, including active listening.
  • Strong customer focus with adaptability to different personality types.
  • Troubleshooting and problem-solving skills.
  • Ability to multitask, set priorities, and manage time effectively.

Benefits

  • Base pay range of $19–$20 USD per hour.
  • Employer contributions for health, dental, and vision coverage.
  • Generous PTO, paid holidays, and paid parental leave.
  • 401(k) matching program.
  • Merit advancement opportunities.
  • Career development and training.
  • Collaborative work environment with a culture of community, connection, and belonging.

Interested in this position?

Apply directly on the company website

Apply Now

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