Client Retention Specialist
Role Overview
This mid-level role involves serving as a Retention Specialist on the Customer Success Team, primarily handling inbound phone calls to educate and assist clients facing financial hardship. Day-to-day responsibilities include de-escalating upset clients, empathizing with their difficulties, and creatively solving problems to retain them in Beyond Finance's debt program, ensuring continued loyalty and program value realization.
Perks & Benefits
The job is fully remote, likely with flexible hours to accommodate client interactions, and offers a supportive, forward-thinking culture focused on compliance and ethics. Career growth opportunities are implied in a rapidly growing organization, with a user-centric technology setup typical for remote roles, though specific benefits like health insurance or equipment are not detailed.
Full Job Description
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 RODguMTk4Ljk5LjE0Mw== when applying to show you read the job post completely (#RODguMTk4Ljk5LjE0Mw==). 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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