Bilingual Client Success Specialist — Spanish

Beyond Finance; United States; Remote; USD 26,000 - 29,000; Full time

Benefits offered by this job

Health, dental, vision benefits

Paid time off and holidays

401(k) matching program

Career development & training

Team culture and support

Job summary

Beyond Finance in the United States is seeking a Bilingual Client Retention Specialist to support our customer base in financial hardship programs. You will educate clients on program options, deescalate frustrated customers, and navigate the CRM to document progress and outcomes.

You will work mainly on inbound calls, retain clients by offering tailored solutions, collaborate with the team to meet retention targets, and contribute to a best-in-class service culture.

Qualifications

• Bilingual Spanish required.
• Experience in Retention, Sales, or Collections.
• High school diploma or equivalent (Associate's or Bachelor's degree is a plus).
• Ability to work in a fast-paced environment and handle high call volumes.
• Resilient and able to remain calm under pressure.
• Demonstrated ability to negotiate and deescalate client issues effectively.
• Tech savvy and proficiency with a Client Relationship Management system (CRM).
• Strong customer focus and adaptability to different personality types.
• Strong verbal and written communication skills along with active listening.
• Supports team/department collaboration & inclusion.
• Troubleshooting and problem solving skills.
• Ability to multi-task, set priorities and manage time effectively.
• Willingness to adapt to a changing environment and learn about new financial solutions.

Responsibilities

• Educate Clients: Provide comprehensive information about Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.
• Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation.
• Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.
• Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.
• Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.
• Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.

Skills

Bilingual Spanish

Retention sales experience

CRM proficiency

Negotiation and deescalation

Active listening

Communication skills

Adaptability

Education

High school diploma or equivalent

Associate's degree

Bachelor's degree

Tools

CRM

Job description

Beyond Finance in the United States is seeking a Bilingual Client Retention Specialist to support our customer base in financial hardship programs. You will educate clients on program options, deescalate frustrated customers, and navigate the CRM to document progress and outcomes.

You will work mainly on inbound calls, retain clients by offering tailored solutions, collaborate with the team to meet retention targets, and contribute to a best-in-class service culture.