Client Retention Specialist

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

📋 Description

• Deliver detailed information regarding the Beyond Finance financial hardship debt program to clients.

• Exhibit empathy and active listening skills to comprehend and defuse distressed clients.

• Proficiently utilize our Customer Relationship Management (CRM) system.

• Evaluate the client's current financial circumstances and identify suitable options.

• Work collaboratively with clients to create tailored solutions.

• Achieve or surpass retention targets while earning commissions.

• Provide an exceptional customer service experience via phone and various communication channels.

⛳️ Requirements

• Required - Experience in Retention, Sales, or Collections.

• High school diploma or equivalent (Associate's or Bachelor's degree is advantageous).

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

• Resilient and able to maintain composure under pressure.

• Proven ability to negotiate and effectively resolve client issues.

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

• Strong customer orientation and adaptability to various personality types.

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

• Promotes team/department collaboration and inclusion.

• Skilled in troubleshooting and problem-solving.

• Ability to multi-task, prioritize, and manage time efficiently.

• Openness to adapt to a dynamic environment and learn about new financial solutions.

🏝️ Benefits

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

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

• 401(k) matching program.

• Opportunities for merit-based advancement.

• Career development and training initiatives.