Related skills
communication crm retention customerservice problemsolving📋 Description
- Educate Clients: Explain the Beyond Finance hardship program and options.
- Empathize and Deescalate: Use active listening to calm upset clients.
- Navigate CRM System: Access client data and document progress in CRM.
- Analyze Financial Situation: Assess client finances to identify best options.
- Retain Clients: Develop customized solutions to keep clients in the program.
- Achieve Retention Goals: Meet targets and contribute to program outcomes.
🎯 Requirements
- Experience in retention, sales, or collections.
- High school diploma or equivalent; degree is a plus.
- Can work in a fast-paced environment with high call volumes.
- Resilient and calm under pressure.
- Tech-savvy with CRM proficiency.
- Strong verbal/written communication and active listening.
🎁 Benefits
- Considerable 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
- Team spirit and culture promoting belonging
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