Client Retention Specialist (Remote)

Beyond Finance is seeking a Client Retention Specialist to help customers escape the burden of debt and achieve financial freedom. The role involves educating clients about their financial hardship programs, navigating CRM systems, assessing their financial situations, and helping them develop customized solutions. This position prioritizes client well-being and relies on empathy, problem-solving, and effective communication.

Requirements

• Experience in Retention, Sales, or Collections
• High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
• Proficiency with a Client Relationship Management (CRM) system
• Strong customer focus and adaptability
• Ability to handle high call volumes
• Resilience and calm under pressure

Benefits

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