Related skills
crm customer service retention active listening phone support📋 Description
- Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and options.
- Empathize and Deescalate: Display empathy and active listening to understand and deescalate upset clients.
- Navigate CRM System: Use the CRM to access client information, document progress, and maintain records.
- Analyze Financial Situation: Assess the client's financial situation and determine options to reach debt-free goals.
- Retain Clients: Develop customized solutions and encourage continued participation in the program.
- Provide Best-in-Class Service: Deliver outstanding customer service over the phone and via other channels.
🎯 Requirements
- Experience in Retention, Sales, or Collections
- High school diploma or equivalent; Associate/Bachelor’s degree a plus
- Ability to work in fast-paced environment and handle high call volumes
- Resilient and calm under pressure
- Tech-savvy with proficiency in a CRM
- Strong verbal and written communication with active listening
🎁 Benefits
- Generous PTO, paid holidays, and paid parental leave
- Considerable employer contributions for health, dental, and vision programs
- 401(k) matching program
- Merit advancement opportunities
- Career development and training
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