Client Retention Specialist (Remote)

📋 Description

• Educate clients about Beyond Finance hardship program
• Deescalate upset clients with empathy
• Use CRM to access and update client records
• Assess finances and propose debt-free options
• Retain clients with customized solutions
• Provide excellent service via phone and other channels

🎯 Requirements

• Experience in Retention, Sales, or Collections
• High school diploma or equivalent; degree a plus
• Ability to handle high call volumes in fast-paced environment
• Resilient; stay calm under pressure
• Proficient with a CRM; tech-savvy
• Strong communication and active listening

🎁 Benefits

• Health, dental, and vision contributions
• Generous PTO and holidays; parental leave
• 401(k) with matching
• Merit advancement opportunities
• Career development and training
• Collaborative team culture and belonging