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 through compassionate, individualized care. We're a forward-thinking, rapidly growing organization committed to compliance, ethics, and user-centric financial solutions.
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. Working primarily through inbound phone calls, you'll educate at-risk clients, deescalate concerns, and help them realize the full value of their debt resolution program.
Key Responsibilities
- Educate Clients: Provide comprehensive information about Beyond Finance's financial hardship debt program, ensuring clients understand benefits, processes, and available options.
- Empathize & Deescalate: Display empathy and active listening to understand upset clients, address concerns, and alleviate stress regarding their financial situations.
- CRM Management: Effectively use our Customer Relationship Management system to access client information, track financial status and program progress, and maintain accurate interaction records.
- Financial Analysis: Assess clients' current financial situations and determine appropriate options to help them achieve debt-freedom goals.
- Client Retention: Collaborate with clients to develop customized solutions aligned with their financial goals and encourage continued program participation.
Ideal Candidate
You excel at problem-solving, active listening, and building client relationships. You're empathetic, detail-oriented, and thrive in a compliance-focused culture dedicated to helping people achieve financial stability.
Salary Notice: The employer did not publish compensation. This listing shows an editorial market estimate of $80,000–$130,000 USD annually, based on industry standards for similar client retention and financial services roles. Actual salary may vary significantly based on experience, location, and performance. This is not an employer-provided figure.