Beyond Finance is hiring a
Client Retention Specialist in Worldwide

Summary

Beyond Finance is a rapidly growing organization dedicated to helping everyday Americans escape debt through financial hardship programs. The company seeks new collaborators for its Customer Success Team, specifically a Retention Specialist who will educate clients, empathize with their financial difficulties, and help them navigate Beyond Finance's program. Key responsibilities include providing comprehensive information about the program, deescalating upset clients, using CRM systems, analyzing financial situations, retaining clients, and achieving retention goals.

Requirements

• Experience in Retention, Sales, or Collections
• High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
• Ability to work in a fast-paced environment and handle high call volumes
• Resilient and able to remain calm under pressure
• Demonstrated ability to negotiate and deescalate client issues effectively
• Tech savvy and proficiency with a Client Relationship Management system (CRM)
• Strong customer focus and adaptability to different personality types
• Strong verbal and written communication skills along with active listening
• Supports team/department collaboration & inclusion
• Troubleshooting  and problem solving skills
• Ability to multi-task, set priorities and manage time effectively
• Willingness to adapt to a changing environment and learn about new financial solutions

Responsibilities

• Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients
• Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients
• Navigate CRM System: Effectively use the Customer Relationship Management (CRM) system to quickly access and comprehend client information
• Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free
• Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals
• Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives

Benefits

• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development & training