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 Americans escape debt through compassionate, individualized care and customized financial solutions. We're a rapidly growing organization committed to compliance, ethics, and user-centric technology.
About The Role
As a Client Retention Specialist, you'll serve as a critical point of contact for customers enrolled in Beyond Finance's financial hardship programs. You'll interact primarily through inbound phone calls, supporting at-risk clients who are struggling with program value or engagement. Your focus is helping clients understand and realize the full benefits of their debt relief program through education, empathy, and problem-solving.
Key Responsibilities
- Educate Clients: Provide comprehensive information about Beyond Finance's financial hardship debt program, ensuring clients understand benefits, processes, and available options.
- Empathize and Deescalate: Display active listening and empathy to understand upset clients, address their concerns, and alleviate stress about their financial situation.
- Navigate CRM Systems: Use our Customer Relationship Management system to access client information, track financial status and program progress, and maintain accurate interaction records.
- Analyze Financial Situations: Assess clients' current financial circumstances and recommend appropriate options aligned with their debt-free goals.
- Retain Clients: Develop customized solutions that align with financial goals and encourage continued program participation.
Salary Information
Editorial Market Estimate: This position is estimated at $80,000–$130,000 USD annually. This is not employer-provided compensation and may vary based on experience, location, and qualifications.