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Client Retention Specialist (Remote) – Beyond Finance

Overview

Beyond Finance is seeking a proactive Client Retention Specialist to join our remote team. In this role, you will focus on maintaining strong client relationships, driving retention, and helping clients achieve their financial goals through effective communication and collaboration with cross-functional teams.

Responsibilities

Build and maintain strong relationships with clients to foster retention and satisfaction
Proactively reach out to at‑risk accounts to address concerns and prevent churn
Monitor client health metrics and usage to identify opportunities for added value
Collaborate with Sales, Product, and Operations to resolve client issues
Guide clients through onboarding and ongoing programs to maximize outcomes
Maintain accurate CRM records and documentation

Qualifications

Excellent communication and interpersonal skills
Ability to work independently in a remote environment
Strong problem-solving and troubleshooting abilities
1-3 years of experience in customer success, client support, or related roles
Experience with CRM tools (e.g., Salesforce, Zendesk) is a plus

Benefits

Fully remote work option
Competitive compensation package
Flexible scheduling and remote-friendly environment
Comprehensive benefits package (medical, dental, vision where applicable)

How to Apply

Apply online at: Beyond Finance Careers

Beyond Finance