Client Retention Specialist

Beyond Finance is seeking a Client Retention Specialist to educate and assist customers in managing their debt, exploring options for debt relief, and maintaining client loyalty. This role involves providing empathetic customer service, utilizing a CRM system, and analyzing client financial situations to tailor solutions. The company emphasizes compassionate, individualized care and a supportive user-centric culture.

Requirements

• Experience in Retention, Sales, or Collections
• High school diploma or equivalent
• Tech-savvy proficiency with a Client Relationship Management (CRM) system
• Strong verbal and written communication skills
• Resilient and able to handle high call volumes

Benefits

• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Merit advancement opportunities
• Career development & training
• Team spirit and culture