Remote Client Retention Specialist

Summary

Join our Customer Success Team as a Retention Specialist and help everyday Americans escape debt through compassionate care, technology, and customized financial solutions.

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 saavy 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

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 our 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, and encourage them to remain in the Beyond Finance program
• 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