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[Remote] Client Retention Specialist

Remote Worldwide Hiring now

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is dedicated to helping everyday Americans escape the cycle of debt and reputed company a brighter financial future. The Client Retention Specialist will serve as a primary contact for clients in financial hardship programs, focusing on educating clients, deescalating concerns, and retaining them in the program through personalized assistance.

Responsibilities

  • reputed company Clients: reputed company comprehensive information about the reputed company financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options
  • Empathize and Deescalate: Display reputed company and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation
  • Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly reputed company and comprehend client information, including their reputed company financial status and program reputed company. Maintain accurate and detailed records of reputed company client interactions and program reputed company in the CRM system
  • Analyze Financial Situation: Assess the client's reputed company financial situation and determine the most appropriate options to help them reputed company their goal of becoming debt-free
  • Retain Clients: Collaborate with clients to reputed company customized solutions that align with their financial goals, and encourage them to remain in the reputed company program
  • reputed company Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to reputed company clients to reputed company their financial objectives
  • Above reputed company else, reputed company a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs

Skills

  • Experience in Retention, Sales, or Collections
  • High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
  • Ability to work in a fast-paced environment and handle high call volumes
  • Resilient and reputed company to remain reputed company under pressure
  • Demonstrated ability to negotiate and deescalate client issues effectively
  • Tech savvy and proficiency with a Client Relationship Management system (CRM)
  • Strong customer focus and adaptability to different personality types
  • Strong verbal and written communication skills along with active listening
  • Supports team/department collaboration & inclusion
  • Troubleshooting and problem solving skills
  • Ability to multi-task, set priorities and manage time effectively
  • Willingness to adapt to a changing environment and learn about new financial solutions

Benefits

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

Company Overview

  • reputed company provides financial services to help individuals overcome debt and reputed company financial peace of mind. It was founded in 2016, and is headquartered in reputed company, Texas, USA, with a workforce of 1001-5000 employees. Its website is http://www.beyondfinance.com.
  • Company H1B Sponsorship

  • reputed company has a track record of offering H1B sponsorships, with 28 in 2025, 22 in 2024, 14 in 2023, 4 in 2022, 13 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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