Bilingual Client Retention Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Inform clients about the financial hardship debt program offered by Beyond Finance, detailing its benefits, processes, and available options.

• Calm distressed clients through empathetic communication and active listening skills.

• Utilize the CRM system to retrieve client data and keep precise records of interactions and programs.

• Evaluate clients’ financial circumstances to identify suitable debt-free alternatives.

• Create tailored solutions that align with the financial objectives of clients.

• Motivate clients to stay engaged with the Beyond Finance program.

• Achieve or surpass retention goals and earn commissions based on client results.

• Deliver exceptional phone and multi-channel customer service while proactively addressing unspoken needs.

⛳️ Requirements

• Bilingual in Spanish is mandatory.

• Prior experience in Retention, Sales, or Collections is required.

• A high school diploma or equivalent is necessary.

• Capability to thrive in a fast-paced environment and manage high call volumes.

• Resilient nature with the ability to stay composed under pressure.

• Proven skills in negotiation and effectively resolving client issues.

• Tech-savvy with proficiency in using a Client Relationship Management (CRM) system.

• Strong customer orientation and ability to adapt to various personality types.

• Excellent verbal and written communication skills, complemented by active listening abilities.

• Promotes teamwork, collaboration, and inclusion within the department.

• Strong troubleshooting and problem-solving capabilities.

• Ability to manage multiple tasks, prioritize, and use time effectively.

• Openness to adapt to evolving environments and learn about new financial solutions.

🏝️ Benefits

• Significant employer contributions towards health, dental, and vision insurance programs.

• Generous paid time off (PTO), paid holidays, and parental leave.

• 401(k) matching program available.

• Opportunities for merit-based advancement.

• Access to career development and training programs.

• A supportive and collaborative workplace culture.

• Fostering a sense of community, connection, and belonging throughout the organization.