Client Retention Specialist (Remote)

📋 Description

• Educate clients about Beyond Finance's hardship debt program and options.
• Empathize and deescalate with clients facing financial stress.
• Navigate CRM to access and update client information and program progress.
• Analyze client financial situations and identify options to reach debt-free goals.
• Retain clients by developing customized solutions and encouraging program stay.
• Meet retention targets and explore commission-based incentives based on outcomes.

🎯 Requirements

• Experience in retention, sales, or collections.
• High school diploma; Associate or Bachelor’s degree a plus.
• Ability to handle high call volumes in a fast-paced environment.
• Resilient, calm under pressure; strong negotiation and de-escalation skills.
• Tech-savvy with proficiency in a CRM system.
• Strong communication and active listening; team collaboration mindset.

🎁 Benefits

• Competitive base pay; comprehensive health/dental/vision benefits.
• Generous PTO, holidays, and parental leave.
• 401(k) matching; merit advancement; career development and training.
• Collaborative culture and emphasis on community and belonging.