Client Retention Specialist (Remote)

📋 Description

• Educate clients about Beyond Finance hardship program and options.
• Deescalate upset clients; provide empathetic support.
• Use CRM to access client info and progress.
• Analyze finances to suggest best options for debt-free goals.
• Retain clients with customized financial solutions.
• Meet retention targets; may earn commissions.

🎯 Requirements

• Experience in retention, sales, or collections.
• High school diploma; degree a plus.
• Ability to handle high call volumes in fast-paced env.
• Calm under pressure; strong negotiation skills.
• Tech savvy; proficient with CRM systems.
• Strong communication and active listening.

🎁 Benefits

• Health, dental, vision; employer contributions.
• Generous PTO, holidays, parental leave.
• 401(k) matching; merit advancement.
• Career development and training.