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Client Retention Specialist

1 month, 4 weeks 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 4

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

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