Client Retention Specialist (Remote)

📋 Description

• Educate clients on the Beyond Finance financial hardship debt program, options, and benefits.
• Deescalate upset clients with empathy and active listening.
• Navigate CRM to access and document client status and progress.
• Assess clients' financial situations to suggest debt-free options.
• Retain clients with customized solutions aligned to their goals.
• Deliver best-in-class service over the phone and through multiple channels.

🎯 Requirements

• Experience in retention, sales, or collections.
• High school diploma or equivalent; Associate's or Bachelor's a plus.
• Able to work in a fast-paced environment with high call volumes.
• Resilient and able to stay calm under pressure.
• Tech-savvy with proficiency in a CRM.
• Strong verbal and written communication with 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 culture promoting community and belonging.