Bilingual Client Success & Retention Specialist

Beyond Finance; Houston (TX); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Health, dental & vision benefits

PTO, holidays & parental leave

401(k) matching

Job summary

Beyond Finance is seeking a Retention Specialist to support customers enrolled in hardship programs. You will educate clients on benefits, calmly deescalate issues, and navigate CRM systems to access and update client progress.

You will analyze financial situations and craft tailored plans to help clients stay in the program, while meeting retention targets. The role emphasizes strong communication, empathy, and problem-solving as you work with at-risk customers to realize value and remain

Qualifications

• Experience in Retention, Sales, or Collections.
• Ability to work in a fast-paced environment and handle high call volumes.
• Resilient and able to remain calm under pressure.
• Strong verbal and written communication skills with active listening.

Responsibilities

• Educate Clients about Beyond Finance's hardship program, ensuring clear understanding of benefits and options.
• Empathize and deescalate upset clients to address concerns and reduce stress.
• Navigate CRM system to quickly access and document client information and program progress.
• Analyze the client's financial situation to determine best options toward debt freedom.
• Retain clients by developing customized solutions aligned with their financial goals.
• Meet or exceed retention targets and contribute to commission-based incentives.
• Provide best-in-class customer service over the phone and via other channels.

Skills

Retention

Sales

Collections

Negotiation

Communication

Active listening

Multitasking

Education

High school diploma

Associate's or Bachelor's degree

Tools

CRM system

Job description

Beyond Finance is seeking a Retention Specialist to support customers enrolled in hardship programs. You will educate clients on benefits, calmly deescalate issues, and navigate CRM systems to access and update client progress.

You will analyze financial situations and craft tailored plans to help clients stay in the program, while meeting retention targets. The role emphasizes strong communication, empathy, and problem-solving as you work with at-risk customers to realize value and remain