Client Retention Specialist (Remote)
💰 $80,000 – $130,000/yrMarket estimate · not provided by the employer
Job Description
About Beyond Finance
Beyond Finance has helped over 1 million clients escape debt cycles and achieve financial stability. The company is built on compassion, compliance, ethics, and user-centric technology to deliver customized financial solutions.
About The Role
As a Client Retention Specialist, you'll be the primary point of contact for valued customers enrolled in Beyond Finance's financial hardship programs. Working remotely, you'll interact with clients primarily through inbound phone calls, focusing on at-risk customers who need support understanding and maximizing the value of their program.
Key Responsibilities
- Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program, ensuring clients understand benefits, processes, and available options.
- Empathize and Deescalate: Display empathy and active listening to understand and deescalate upset clients, addressing concerns and alleviating stress regarding their financial situation.
- Navigate CRM System: Effectively use the Customer Relationship Management (CRM) system to quickly access client information, including financial status and program progress. Maintain accurate, detailed records of all interactions and progress.
- Analyze Financial Situation: Assess clients' current financial circumstances and determine the most appropriate options to help them achieve debt-free status.
- Retain Clients: Collaborate with clients to develop customized solutions aligned with their financial goals, encouraging continued enrollment in the Beyond Finance program.
Why Join
This is a forward-thinking, rapidly growing organization with helping people as its number one goal. You'll work in a culture focused on compliance, ethics, and genuine client care.
Salary Disclosure: The salary range of $80,000–$130,000 USD annually is an editorial market estimate based on industry standards for this role and location. It is not provided by the employer and may vary significantly based on experience, qualifications, and geographic location.