Client Retention Specialist (Remote)

Added
13 days ago
Type
Full time
Salary
Salary not provided

Related skills

communication crm customer service retention active listening

๐Ÿ“‹ Description

  • Educate clients about Beyond Finance's hardship program, options, and benefits
  • Deescalate upset clients with empathy and active listening
  • Use CRM to access and document client information and progress
  • Assess financial situations and determine options to become debt-free
  • Retain clients by developing customized solutions aligned with their goals

๐ŸŽฏ Requirements

  • Experience in retention, sales, or collections
  • High school diploma or equivalent (AA/BA a plus)
  • Able to handle high call volumes in a fast-paced environment
  • Resilient and calm under pressure
  • Tech-savvy with a CRM system
  • Strong verbal and written communication and active listening

๐ŸŽ Benefits

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