Remote Client Success & Retention Specialist

Beyond Finance; United States; A distancia; USD 26.000 - 28.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, vision coverage

PTO and paid holidays

401(k) matching

Parental leave

Descripción de la vacante

Beyond Finance's Customer Success Team serves as the primary contact for clients enrolled in our hardship program. As a Retention Specialist, you educate and assist clients facing financial hardship while helping them stay in the Beyond Finance program.

You will primarily handle inbound calls, deescalate upset clients, assess their financial situation, and craft customized solutions to help them work toward debt‑free goals, while meeting retention targets and earning commissions.

Formación

• Experience in Retention, Sales, or Collections.
• High school diploma or equivalent; Associate's or Bachelor's 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.

Responsabilidades

• Educate Clients about Beyond Finance financial hardship program, ensuring understanding of benefits and options.
• Empathize and deescalate upset clients, addressing concerns and reducing stress.
• Navigate CRM system to access and document client information and progress.
• Analyze client's financial situation to determine best options toward debt-free goals.
• Retain Clients by developing customized solutions aligned with financial goals.
• Achieve Retention Goals and participate in commissions based on client outcomes.
• Provide best-in-class customer service over the phone and via other channels.

Conocimientos

Retention

Sales

Negotiation

Calm under pressure

Active listening

Customer focus

Educación

High school diploma

Herramientas

CRM

Descripción del empleo

Beyond Finance's Customer Success Team serves as the primary contact for clients enrolled in our hardship program. As a Retention Specialist, you educate and assist clients facing financial hardship while helping them stay in the Beyond Finance program.

You will primarily handle inbound calls, deescalate upset clients, assess their financial situation, and craft customized solutions to help them work toward debt‑free goals, while meeting retention targets and earning commissions.