Client Retention Specialist (remote)

Beyond Finance

Grand Rapids, MI, United States
Base: $19—$20 usd; bonus/equity: earn commissions ...
Fully remote
Educate clients on financial hardship programs
Deescalate upset clients
Navigate crm system
Beyond Finance is seeking a Client Retention Specialist to join their remote Customer Success Team, where the primary focus is on assisting clients in financial hardship. The role emphasizes empathy, problem-solving, and retention strategies to ensure clients remain engaged in the company's debt relief programs

Job Summary

  • Your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free.
  • You will play a crucial role in retaining clients within the Beyond Finance financial hardship debt program, interacting primarily through inbound phone calls.
  • While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us.

Matching Summary

Match Score: 85

Beyond Finance is seeking a Client Retention Specialist to join their remote Customer Success Team, where the primary focus is on assisting clients in financial hardship. The role emphasizes empathy, problem-solving, and retention strategies to ensure clients remain engaged in the company's debt relief programs.

Salary

Base: $19—$20 USD; Bonus/Equity: Earn commissions based on retention targets; Benefits: Health, dental, vision, 401(k) matching, PTO, paid holidays, paid parental leave

Skills & Requirements

Must-have

  • Educate clients on financial hardship programs
  • Deescalate upset clients
  • Navigate CRM system
  • Analyze client financial situations
  • Retain clients in debt program
  • Provide best-in-class customer service

Nice-to-have

  • Compassionate, individualized care
  • Forward-thinking, rapidly growing organization
  • Uplifting, collaborative work environment
  • Team spirit and culture of belonging

Key Requirements

  • Experience in Retention, Sales, or Collections
  • High school diploma or equivalent
  • Ability to work in a fast-paced environment
  • Resilient and able to remain calm under pressure
  • Demonstrated ability to negotiate and deescalate
  • Proficiency with a Client Relationship Management system (CRM)

Work Rights

Not specified

Tailored Resume

Cover Letter