Client Retention Specialist (Remote)

📋 Description

• Educate clients about the Beyond Finance hardship debt program.
• Deescalate upset clients with empathy and active listening.
• Navigate the CRM to access and update client information.
• Assess clients' financial situations and options.
• Retain clients by developing customized solutions.
• Provide best-in-class customer service over phone and channels.

🎯 Requirements

• Experience in retention, sales, or collections.
• High school diploma or equivalent; a degree is a plus.
• Able to handle high call volumes in a fast-paced environment.
• Resilient, calm under pressure; strong negotiation/deescalation skills.
• Tech-savvy with proficiency in a CRM.
• Strong verbal and written communication and active listening.

🎁 Benefits

• Health, dental, and vision program contributions.
• Generous PTO, paid holidays, and parental leave.
• 401(k) matching program.
• Merit advancement opportunities.
• Career development and training.
• Collaborative culture and team spirit across the organization.