Bilingual Client Retention Specialist
💰 $80,000 – $130,000/yrMarket estimate · not provided by the employer
Job Description
About The Role
Beyond Finance's Customer Success Team is seeking a Bilingual Client Retention Specialist to serve as a primary point of contact for clients enrolled in our financial hardship programs. In this remote position, you'll interact with at-risk customers primarily through inbound phone calls, providing empathetic support while helping them navigate debt resolution options and realize the value of their program enrollment.
Key Responsibilities
- Client Education: Provide comprehensive information about Beyond Finance's financial hardship debt program, ensuring clients understand benefits, processes, and available options.
- Empathy & Deescalation: Display active listening and empathy skills to understand and deescalate upset clients, addressing concerns about their financial situation with compassion.
- CRM Management: Effectively use our Customer Relationship Management system to access client information, financial status, and program progress. Maintain accurate, detailed records of all interactions.
- Financial Analysis: Assess clients' financial situations and determine appropriate options to help them achieve debt-free status aligned with their goals.
- Client Retention: Collaborate with clients to develop customized solutions and encourage continued program participation through problem-solving and value demonstration.
- Performance Targets: Work toward achieving key performance metrics and retention goals.
About Beyond Finance
Beyond Finance has helped over 1 million Americans escape debt cycles through compassionate, individualized care paired with user-centric technology. We operate with a strong culture of compliance and ethics, committed to delivering customized financial solutions that create real change.
Salary Disclosure: The employer did not publish compensation for this role. This listing reflects an editorial market estimate of $80,000–$130,000 USD annually, based on industry benchmarks for similar bilingual customer success positions. Actual salary varies significantly by experience, location, and performance. This estimate is not employer-provided and should not be considered an offer or commitment.