Remote opportunity at
Beyond FinanceBilingual Client Retention Specialist
Beyond Finance operates as a financial organization dedicated to helping everyday consumers escape chronic debt through individualized care, compliance-focused culture, and tailored financial solutions. The company…
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About This Role
Beyond Finance operates as a financial organization dedicated to helping everyday consumers escape chronic debt through individualized care, compliance-focused culture, and tailored financial solutions. The company currently seeks a remote Bilingual Client Retention Specialist to join its Customer Success Team on a full-time basis. In this role, the professional will serve as a primary contact for customers enrolled in financial hardship programs. The daily focus centers on interacting with at-risk…
Job Description
Beyond Finance operates as a financial organization dedicated to helping everyday consumers escape chronic debt through individualized care, compliance-focused culture, and tailored financial solutions. The company currently seeks a remote Bilingual Client Retention Specialist to join its Customer Success Team on a full-time basis.
In this role, the professional will serve as a primary contact for customers enrolled in financial hardship programs. The daily focus centers on interacting with at-risk clients primarily via inbound phone calls, deescalating upset individuals, and helping them understand the value of their debt-free program. Successful candidates utilize CRM systems to evaluate client financial situations, maintain detailed records, and design customized solutions that encourage continued program participation.
This position suits individuals with a strong background in retention, sales, or collections who possess fluency in Spanish and English. Candidates must thrive in fast-paced environments handling high call volumes while demonstrating active listening, negotiation abilities, and resilience under pressure.
Responsibilities
- Educate clients on financial hardship debt programs including benefits, processes, and available options
- Address and deescalate concerns from upset clients using active listening and empathy
- Navigate and update the CRM system to access client data and record interaction details accurately
- Analyze current financial situations of clients to determine appropriate debt-free options
- Collaborate with clients to build customized solutions and encourage program retention
- Meet or exceed designated retention targets and earn commissions based on performance objectives
- Deliver customer service over the phone and through alternative communication tools
Requirements
- Bilingual Spanish proficiency
- Experience in retention, sales, or collections
- High school diploma or equivalent
- Capacity to work in a fast-paced environment with high call volumes
- Proficiency with a Client Relationship Management system
- Strong verbal and written communication skills
Qualifications
- Associate’s or Bachelor’s degree
Core Skills
Benefits
- Employer contributions for health, dental, and vision programs
- Paid time off, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development and training
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position remote?
Yes, the source posting explicitly specifies that the role is remote.
What is the employment type?
The position is a full-time opportunity.
What are the salary details for this role?
The base pay range is between $19 and $21 USD per hour, with the actual salary depending on skills, experience, performance, and work location. The role also offers commission earning potential based on meeting retention targets.
What language proficiency is required?
Bilingual Spanish proficiency is required for this position.
Sample Interview Questions
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