[Remote] Client Retention Specialist (Remote)

Note: The job is a remote job and is open to candidates in USA. Beyond Finance is dedicated to helping everyday Americans escape debt and achieve financial stability. The Client Retention Specialist will play a crucial role in educating and assisting clients facing financial hardship, ensuring their loyalty to the Beyond Finance program through effective communication and problem-solving skills.ResponsibilitiesEducate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available optionsEmpathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situationNavigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM systemAnalyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-freeRetain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance programAchieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectivesAbove all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needsSkillsExperience in Retention, Sales, or CollectionsHigh school diploma or equivalent (Associate's or Bachelor's degree is a plus)Ability to work in a fast-paced environment and handle high call volumesResilient and able to remain calm under pressureDemonstrated ability to negotiate and deescalate client issues effectivelyTech savvy and proficiency with a Client Relationship Management system (CRM)Strong customer focus and adaptability to different personality typesStrong verbal and written communication skills along with active listeningSupports team/department collaboration & inclusionTroubleshooting and problem solving skillsAbility to multi-task, set priorities and manage time effectivelyWillingness to adapt to a changing environment and learn about new financial solutionsBenefitsConsiderable employer contributions for health, dental, and vision programsGenerous PTO, paid holidays, and paid parental leave401(k) matching programMerit advancement opportunitiesCareer development & trainingCompany OverviewBeyond Finance provides financial services to help individuals overcome debt and gain financial peace of mind. It was founded in 2016, and is headquartered in Houston, Texas, USA, with a workforce of 1001-5000 employees. Its website is http://www.beyondfinance.com.Company H1B SponsorshipBeyond Finance has a track record of offering H1B sponsorships, with 28 in 2025, 22 in 2024, 14 in 2023, 4 in 2022, 13 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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