Client Retention Specialist (Remote)

📋 Description

• Educate clients on the Beyond Finance hardship program, options and benefits.
• Empathize and deescalate, with active listening to ease concerns.
• Navigate CRM to access client info and document progress.
• Assess financial situations and identify debt-free options.
• Retain clients with tailored solutions within the program.
• Provide best-in-class service via phone and other tools; meet retention goals.

🎯 Requirements

• Experience in retention, sales, or collections.
• High school diploma or equivalent; Associate's or Bachelor's a plus.
• Able to handle high call volumes in a fast-paced environment.
• Resilient and calm under pressure.
• Tech-savvy with a CRM; able to negotiate and de-escalate.
• Strong verbal and written communication with active listening.

🎁 Benefits

• Health, dental, and vision coverage contributions.
• Generous PTO, holidays, and parental leave.
• 401(k) matching program.
• Merit advancement opportunities.
• Career development and training.
• Collaborative and inclusive culture.