Client Retention Specialist (remote)

Beyondfinance

Columbus, OH, United States
Base: $19—$20 usd; bonus/equity: earn commissions ...
On-site
Inbound phone call interaction
Deescalate upset clients
Navigate crm system
Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base by educating and assisting clients facing financial hardship

Job Summary

  • Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base by educating and assisting clients facing financial hardship.
  • You will interact with clients primarily through inbound phone calls, deescalating upset clients, empathizing with their financial difficulties, and helping them navigate the Beyond Finance program.
  • For eligible full-time employees, we offer considerable employer contributions for health, dental, and vision programs, generous PTO, paid holidays, and paid parental leave, and a 401(k) matching program.

Matching Summary

Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base by educating and assisting clients facing financial hardship.

Salary

Base: $19—$20 USD; Bonus/Equity: Earn commissions based on ability to enable clients to achieve financial objectives; Benefits: Health, dental, vision, PTO, paid holidays, paid parental leave, 401(k) matching

Skills & Requirements

Must-have

  • Inbound phone call interaction
  • Deescalate upset clients
  • Navigate CRM system
  • Analyze financial situation
  • Retain clients in program

Nice-to-have

  • Compassionate, individualized care
  • User-centric technology
  • Team spirit and culture
  • Adaptability to different personality types

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
  • Tech savvy and proficiency with CRM
  • Strong customer focus
  • Strong verbal and written communication skills
  • Troubleshooting and problem solving skills
  • Ability to multi-task, set priorities and manage time effectively

Work Rights

Not specified

Tailored Resume

Cover Letter