Client Retention Specialist

📋 Description

• Educate clients on the Beyond Finance hardship program.
• Empathize with clients and deescalate concerns.
• Use CRM to access records and update progress.
• Assess financial situation and advise options.
• Retain clients by tailoring solutions to goals.
• Deliver best-in-class service via phone and other tools.

🎯 Requirements

• Experience in Retention, Sales, or Collections.
• High school diploma or equivalent; Associate's or Bachelor's a plus.
• Ability to work in fast-paced environment with high call volumes.
• Tech-savvy with a CRM system.
• Strong verbal and written communication with active listening.
• Ability to multi-task, set priorities, and manage time.

🎁 Benefits

• Health, dental, and vision benefits.
• Generous PTO, paid holidays, and parental leave.
• 401(k) matching program.
• Merit advancement opportunities and training.
• Collaborative culture and team spirit.