Client Retention Specialist (Remote)

📋 Description

• Educate clients on the Beyond Finance hardship debt program and options.
• Empathize and deescalate upset clients with active listening.
• Navigate CRM to quickly access client information and progress.
• Assess the client's financial situation to find suitable options.
• Retain clients by developing customized solutions to meet goals.
• Provide best-in-class customer service over phone and other channels.

🎯 Requirements

• Experience in retention, sales, or collections.
• HS diploma or equivalent; higher degree a plus.
• Fast-paced environment; handle high call volumes.
• Resilient, calm under pressure.
• Strong negotiation and de-escalation skills.
• Tech-savvy with CRM proficiency.

🎁 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.