Client Retention Specialist (Remote)

📋 Description

• Educate clients on Beyond Finance hardship program, benefits, options.
• Empathize and deescalate upset clients; provide customer care over phone.
• Navigate CRM system; access client info and document progress.
• Analyze financial situations to identify best debt-free options.
• Retain clients with customized solutions and goal alignment.
• Achieve retention targets and may earn commissions.

🎯 Requirements

• Experience in retention, sales, or collections.
• High school diploma; Associate/Bachelor’s a plus.
• Ability to work in fast-paced environment with high call volumes.
• Resilient under pressure; strong negotiation and deescalation skills.
• Tech savvy with CRM proficiency; strong verbal/written communication.
• Team-oriented, adaptable to different personalities; excellent time management.

🎁 Benefits

• Competitive base pay with potential commissions.
• Health, dental, and vision contributions.
• Generous PTO, holidays, parental leave; 401(k) matching; career development.
• Collaborative, inclusive culture and opportunities for growth.