Beyond Finance
Client Retention Specialist
Remoteremote
Skills
Ability to handle inbound phone calls and serve as primary point of contact for customers enrolled in financial hardship programsStrong de-escalation skills to manage upset clients and difficult conversationsEmpathy and compassion when working with clients facing financial difficulties and debt challengesAbility to educate clients about financial hardship debt programs and help them understand program valueCreative problem-solving skills to address concerns of at-risk customers struggling with their enrolled programStrong communication skills to explain complex financial information in a clear and comprehensive mannerCustomer retention focus with ability to maintain client loyalty and program enrollment
About the role
At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. About The Role Our Customer Success Team serves as the primary point of contact for valued customers enrolled in Beyond Finance's financial hardship programs. Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base. As a Retention Specialist, your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free. You will play a crucial role in retaining clients within the Beyond Finance financial hardship debt program. In this position, you will interact with clients primarily through inbound phone calls and be responsible for deescalating upset clients, empathizing with their financial difficulties, and helping them navigate the Beyond Finance program. Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize and understand the value of their decision. Key Responsibilities: Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship dePlease mention the word **JUDICIOUS** and tag RMTA1LjIxNC4xMjcuMTgz when applying to show you read the job post completely (#RMTA1LjIxNC4xMjcuMTgz). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.
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