Client Retention Specialist (Remote)

📋 Description

• Educate clients on Beyond Finance programs and options.
• Deescalate upset clients and provide empathetic support over the phone.
• Use CRM to access client data and document progress accurately.
• Assess financial situations to identify best debt-free paths.
• Collaborate with clients to retain them in the program and meet retention goals.
• Provide best-in-class service across channels and anticipate client needs.

🎯 Requirements

• Experience in retention, sales, or collections.
• High school diploma or equivalent (Associate or Bachelor's a plus).
• Ability to handle high call volumes in a fast-paced environment.
• Resilient and able to stay calm under pressure.
• Strong negotiation, de-escalation, and communication skills.
• Tech-savvy with a CRM system experience.

🎁 Benefits

• Base Pay Range: $19 — $20 USD
• Health, dental, and vision program contributions.
• Generous PTO, holidays, parental leave.
• 401(k) matching program and merit advancement.
• Career development and ongoing training.