Find your next role
Discover roles across ambitious teams
6,149 jobs
- More jobs
Beyond Finance
Client Retention Specialist
Remote · USA · Full time · Mid level
$19–$20 / year
About the role
Serve as primary contact for clients in financial hardship programs. Retain clients by educating and assisting them to become debt-free.
What you’ll do
• Educate clients on financial hardship debt program. • Empathize and deescalate upset clients. • Use CRM to manage client information. • Analyze financial situations to offer solutions. • Meet retention goals and provide excellent service.
What you’ll bring
• Experience in retention, sales, or collections. • High school diploma or equivalent. • Ability to handle high call volumes. • Strong negotiation and deescalation skills. • Proficiency with CRM systems.
Life at Beyond Finance
Offers health, dental, vision benefits, PTO, paid holidays, parental leave, 401(k) matching, and career development. Cultivates community and belonging.
About Beyond Finance
Beyond Finance helps Americans escape debt through compassionate care, ethical culture, and customized financial solutions.