Client Retention Specialist

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

📋 Description

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

• Show empathy and effectively deescalate situations with upset clients regarding their financial challenges.

• Utilize the CRM system to retrieve client information while ensuring accurate and detailed records of interactions and progress.

• Assess clients’ current financial circumstances to identify suitable debt-free options.

• Create tailored solutions that align with clients’ financial aspirations and promote program retention.

• Achieve or surpass retention goals and earn commissions by helping clients meet their financial objectives.

• Deliver exceptional customer service via phone and various communication platforms.

• Address client inquiries and proactively anticipate their unexpressed needs.

⛳️ Requirements

• Background in Retention, Sales, or Collections.

• High school diploma or equivalent qualification.

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

• Resilient demeanor with the ability to maintain composure under pressure.

• Proven ability to negotiate and resolve client issues effectively.

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

• Strong customer-centric approach with the ability to adapt to various personality types.

• Excellent verbal and written communication skills accompanied by active listening capabilities.

• Promotes teamwork and inclusion within the department.

• Strong troubleshooting and problem-solving abilities.

• Ability to multitask, prioritize, and manage time efficiently.

• Willingness to adjust to a dynamic environment and acquire knowledge of new financial solutions.

🏝️ Benefits

• Significant employer contributions for health, dental, and vision plans.

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

• 401(k) matching program.

• Opportunities for merit-based advancement.

• Career development and training initiatives.

• A supportive and collaborative workplace atmosphere.

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