Beyond Finance

1,001-5,000 employees
15 jobs posted

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Client Retention Specialist (Remote)

Customer Support

Added

4 days ago

Location

🌍 North America

Type

Full time

Salary

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Related skills

crm customer success retention

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📋 Description

Educate clients about Beyond Finance hardship program and options.
Deescalate upset clients; provide empathetic support.
Use CRM to access client info and progress.
Analyze finances to suggest best options for debt-free goals.
Retain clients with customized financial solutions.
Meet retention targets; may earn commissions.

🎯 Requirements

Experience in retention, sales, or collections.
High school diploma; degree a plus.
Ability to handle high call volumes in fast-paced env.
Calm under pressure; strong negotiation skills.
Tech savvy; proficient with CRM systems.
Strong communication and active listening.

🎁 Benefits

Health, dental, vision; employer contributions.
Generous PTO, holidays, parental leave.
401(k) matching; merit advancement.
Career development and training.

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