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Client Retention Specialist

12 hours, 54 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 3

Description

  • Educate clients on the financial hardship debt program, including benefits, process, and available options.
  • Handle inbound phone calls from at-risk customers and provide best-in-class customer service.
  • Empathize with upset clients and deescalate concerns related to their financial situation.
  • Use the CRM system to review client information and document interactions accurately.
  • Assess each client’s financial situation and identify appropriate options.
  • Collaborate with clients to create customized solutions that support retention in the program.
  • Meet or exceed retention targets and support commission-based performance goals.
  • Respond to client requests through phone and other communication tools while anticipating needs.

Requirements

  • 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.
  • Tech-savviness and proficiency with a CRM system.
  • Strong verbal and written communication skills with active listening.
  • Strong customer focus and adaptability to different personality types.
  • Troubleshooting, problem-solving, multitasking, prioritization, and time management skills.
  • Willingness to adapt to a changing environment and learn new financial solutions.

Benefits

  • Base pay of $19–$20 USD per hour.
  • 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 with a strong sense of community and belonging.

Interested in this position?

Apply directly on the company website

Apply Now

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