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 crippling debt and achieve financial freedom. We're a forward-thinking, rapidly growing organization built on compassion, compliance, ethics, and user-centric technology.
About The Role
As a Client Retention Specialist, you'll serve as a primary point of contact for customers enrolled in Beyond Finance's financial hardship programs. You'll interact with clients primarily through inbound phone calls, focusing on at-risk customers who need support realizing the value of their program. Your work directly impacts client loyalty and successful debt resolution.
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 and deescalate upset clients, addressing concerns and alleviating stress regarding their financial situations.
- Navigate CRM Systems: Effectively use our Customer Relationship Management system to access client information, financial status, and program progress. Maintain accurate, detailed records of all interactions.
- Analyze Financial Situations: Assess clients' current financial circumstances and determine appropriate options to help them achieve debt-free status.
- Retain Clients: Collaborate with clients to develop customized solutions aligned with their financial goals and encourage continued program participation through creative problem-solving.
What We Value
We seek team members committed to helping everyday Americans overcome financial hardship. Success in this role requires empathy, strong communication skills, organizational ability, and dedication to compliance and ethical practices.
Salary Disclosure: This position carries an editorial market estimate of $80,000–$130,000 USD annually. This is not employer-provided compensation and may vary significantly based on experience, location, and qualifications.