Client Retention Specialist

Responsibilities

• Educate clients about the financial hardship debt program and its benefits
• Empathize with and deescalate upset clients regarding their financial situations
• Use CRM systems to manage client information and maintain detailed interaction records
• Analyze client financial situations to determine appropriate debt-free options
• Develop customized solutions to retain at-risk customers in the program
• Meet or exceed retention targets to earn commissions
• Provide best-in-class customer service via phone and other communication tools

Requirements

• 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
• Excellent verbal and written communication skills
• Ability to multitask and manage time effectively

Benefits

• Employer contributions for health, dental, and vision programs
• 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 Americans escape the cycle of debt through compassionate, individualized care and customized financial solutions.