RemoteLeaf Logo
Log in Sign up

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

  • Educate clients about the financial hardship debt program, including benefits, process, and available options.
  • Respond to inbound phone calls and provide best-in-class customer service across communication channels.
  • Empathize with upset clients and deescalate concerns related to their financial situation.
  • Use the CRM system to review client information, financial status, and program progress.
  • Maintain accurate and detailed records of client interactions in the CRM.
  • Assess each client’s financial situation and recommend appropriate next steps.
  • Work with clients to develop customized solutions that support retention in the program.
  • Meet or exceed retention targets and contribute to commission-based performance goals.
  • Collaborate with internal teams and support a culture of inclusion and teamwork.

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 under pressure and stay resilient.
  • Demonstrated ability to negotiate and deescalate client issues effectively.
  • Tech-savvy with proficiency using a client relationship management (CRM) system.
  • Strong customer focus and ability to adapt to different personality types.
  • Strong verbal and written communication skills, including active listening.
  • Troubleshooting and problem-solving skills.
  • Ability to multitask, set priorities, and manage time effectively.
  • Willingness to adapt to a changing environment and learn new financial solutions.

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.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Sysdig

Senior Customer Solutions Engineer (Central US)

Sysdig 251-1K IT Services

Sysdig is seeking a strategic Customer Success professional to guide enterprise customers in deploying, optimizing, and expanding cloud security solutions while delivering measurable business outcomes.

United States Full-time Senior Customer Success
$130k-$163k
AWS Azure Cybersecurity DevSecOps Helm Kubernetes Linux Terraform
4 hours, 4 minutes ago
Think Academy U.S

Onsite Customer Success Specialist (Mandarin Required)

Think Academy U.S 51-250 Diversified Consumer Services

Think Academy US, a TAL Education Group subsidiary, is hiring a full-time Mandarin-speaking Customer Service Representative in San Jose to support students and parents and deliver a consistent, high-quality learning experience.

United States Full-time Mid Level Customer Success
$52k-$58k
CRM
4 hours, 4 minutes ago
A

Work From Home - Client Services Representative

AO Garcia Agency Insurance

Global Elite Empire Consultants is seeking a remote financial services representative to conduct virtual client consultations and help families evaluate solutions for their financial well-being.

United States Entry Level Customer Success
1 day, 4 hours ago
Aspire Software

Customer Success Associate (Fully Remote)

Aspire Software 251-1K Internet Software & Services

Hyper-Reach is seeking a Customer Success Associate to manage public-safety customer accounts, drive renewals and retention, and partner across teams to resolve issues and improve the customer experience.

United States Full-time Junior Customer Success
CRM
1 day, 4 hours ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers