Beyond Finance Hiring Client Retention Specialist

At Beyond Finance, our mission is clear: We’re dedicated to helping ordinary Americans break free from the burden of debt and build brighter financial futures. With a strong commitment to compliance, ethics, and personalized financial solutions, we’ve already assisted over 300,000 clients on their journey to financial wellness.As we continue to grow, we’re seeking motivated individuals to join our team and help us elevate our impact even further. If you’re passionate about making a difference and thrive in a forward-thinking, dynamic environment, we encourage you to apply.About The RoleJoin our Customer Success Team as a Retention Specialist, where you’ll play a pivotal role in supporting our customers enrolled in Beyond Finance’s financial hardship programs. Your primary focus will be on nurturing relationships with our clients, ensuring their continued satisfaction and success within our debt relief programs.Key Responsibilities:• Educate Clients: Provide detailed information about Beyond Finance’s financial hardship debt program, ensuring clients understand the benefits and available options.• Empathize and Deescalate: Use active listening and empathy to address concerns and calm upset clients, particularly those facing financial difficulties.• Navigate CRM System:Efficiently use our CRM system to access and manage client information, maintaining accurate records of interactions and progress.• Analyze Financial Situation: Assess clients’ financial status to recommend appropriate strategies towards debt-free goals.• Retain Clients: Collaborate with clients to develop personalized solutions aligned with their financial objectives, encouraging continued program participation.• Achieve Retention Goals: Meet or exceed retention targets, earning commissions based on client success.What We Look For:• Experience in retention, sales, or collections preferred.• High school diploma required (Associate’s or Bachelor’s degree preferred).• Ability to thrive in a fast-paced environment with high call volumes.• Resilience and ability to remain composed under pressure.• Proficiency with CRM systems and strong tech-savviness.• Excellent communication skills, both verbal and written.• Strong problem-solving abilities and customer focus.• Ability to multitask, prioritize, and manage time effectively.• Willingness to adapt to evolving environments and learn about new financial solutions.Why Join Us?At Beyond Finance, we’re committed to supporting your personal and professional growth while you make a meaningful impact on others’ lives. We offer:• Competitive contributions for health, dental, and vision benefits.• Generous PTO, paid holidays, and parental leave.• 401(k) matching program.• Opportunities for merit-based advancement and career development.• A vibrant team culture that fosters community, connection, and inclusivity.If you’re ready to contribute to a purpose-driven organization dedicated to empowering individuals towards financial freedom, we invite you to apply and be part of our journey at Beyond Finance.