Bilingual Client Retention Specialist

Responsibilities

• Educate clients about financial hardship debt programs and available options
• Empathize with and deescalate upset clients regarding their financial situations
• Use CRM systems to maintain accurate and detailed client interaction records
• Analyze client financial situations to determine appropriate debt-free solutions
• Collaborate with clients to develop customized retention solutions
• Meet or exceed retention targets and performance goals
• Provide best-in-class customer service via phone and digital communication tools

Requirements

• Bilingual Spanish fluency required
• Experience in Retention, Sales, or Collections
• High school diploma or equivalent
• Ability to handle high call volumes in a fast-paced environment
• Proficiency with CRM systems
• Strong negotiation and deescalation skills
• Strong verbal and written communication skills

Benefits

• Health, dental, and vision programs with employer contributions
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development and training

About the Company

Beyond Finance helps everyday Americans escape the cycle of debt through compassionate, individualized care and customized financial solutions.