Client Retention Specialist

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

📋 Description

• Educate clients on the Beyond Finance financial hardship debt program, detailing its advantages, procedures, and options available.

• Show empathy and effectively deescalate concerns from upset clients, addressing issues and reducing stress related to their financial circumstances.

• Utilize the CRM system to retrieve client information and ensure precise, detailed records of client interactions and the progress of their programs.

• Assess clients’ financial situations to identify suitable debt-free alternatives.

• Create tailored solutions that align with clients' financial aspirations and promote ongoing participation in the Beyond Finance program.

• Achieve or surpass retention goals, assisting clients in reaching their financial targets.

• Deliver exceptional customer service via phone and other communication channels, responding to inquiries and anticipating unspoken needs.

⛳️ Requirements

• Background in Retention, Sales, or Collections.

• High school diploma or equivalent qualification.

• An Associate's or Bachelor's degree is advantageous.

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

• Resilience and the ability to maintain composure under pressure.

• Proficiency in negotiating and effectively managing client issues.

• Technologically adept and skilled in using a Client Relationship Management system (CRM).

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

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

• Capacity to foster team and departmental collaboration and inclusivity.

• Skills in troubleshooting and problem-solving.

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

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

🏝️ Benefits

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

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

• 401(k) matching program.

• Opportunities for merit-based advancement.

• Career development and training opportunities.

• An encouraging and collaborative workplace atmosphere.

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