Remote opportunity at
Beyond FinanceClient Retention Specialist
Beyond Finance is seeking a remote Client Retention Specialist to join its Customer Success Team on a full-time basis. The company offers customized financial solutions and…
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About This Role
Beyond Finance is seeking a remote Client Retention Specialist to join its Customer Success Team on a full-time basis. The company offers customized financial solutions and debt programs designed to assist everyday Americans facing financial hardship. In this role, the primary focus is supporting at-risk customers who are struggling with the value of their enrolled program through inbound phone calls. The Client Retention Specialist helps deescalate upset clients, listens actively…
Job Description
Beyond Finance is seeking a remote Client Retention Specialist to join its Customer Success Team on a full-time basis. The company offers customized financial solutions and debt programs designed to assist everyday Americans facing financial hardship. In this role, the primary focus is supporting at-risk customers who are struggling with the value of their enrolled program through inbound phone calls.
The Client Retention Specialist helps deescalate upset clients, listens actively to financial difficulties, and guides them through the Beyond Finance program. Key duties involve assessing client financial situations, formulating customized solutions, navigating a CRM system to document interactions, and meeting designated retention targets.
This position suits individuals with a strong background in sales, retention, or collections who thrive in a fast-paced environment with high call volumes. Candidates must possess resilience under pressure, strong negotiation skills, and technical proficiency with CRM software. Beyond Finance offers a base pay range of $19 to $20 per USD, along with benefits for eligible full-time staff including health, dental, vision programs, 401(k) matching, paid time off, paid holidays, and paid parental leave.
Responsibilities
- Educate clients regarding the Beyond Finance financial hardship debt program features and options
- Deescalate upset callers and display empathy regarding their financial stress
- Utilize a CRM system to access client data and maintain detailed interaction records
- Analyze current client financial situations to find appropriate debt-free solutions
- Collaborate with clients to encourage program retention and meet specific retention targets
- Deliver telephone customer service while anticipating unstated client needs
Requirements
- Experience in retention, sales, or collections
- High school diploma or equivalent
- Ability to operate in a fast-paced setting with high call volumes
- Resilience and the ability to stay calm under pressure
- Negotiation and deescalation skills
- Proficiency with a Client Relationship Management system
- Strong verbal and written communication abilities
Qualifications
- Associate degree
- Bachelor's degree
Core Skills
Benefits
- Employer contributions for health, dental, and vision programs
- Paid time off and paid holidays
- 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 posting indicates that the remote status for this role is remote.
What is the salary range for the Client Retention Specialist?
The base pay range is $19 to $20 USD, with the actual salary depending on factors such as skills, experience, performance, and work location.
What education is required for this job?
Applicants need a high school diploma or equivalent, while an Associate's or Bachelor's degree is listed as a plus.
What type of experience is needed?
Candidates must have prior experience in retention, sales, or collections.
Sample Interview Questions
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