58 applicants

Company

Beyond Finance · 1 day ago

Client Retention Specialist

United States

Full-time

Remote

Entry Level

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Responsibilities

Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options.

Empathize and Deescalate: Display empathy 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 access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system.

Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free.

Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program.

Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives.

Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs.

Qualification

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CRM ProficiencyDe-escalationSalesCollectionsCustomer Focus

Required

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 able to remain calm 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 vision programs

Generous PTO, paid holidays, and paid parental leave

401(k) matching program

Merit advancement opportunities

Career development & training

Company

Beyond Finance

Glassdoor

3.6

Beyond Finance provides financial services to help individuals overcome debt and gain financial peace of mind.

Founded in 2016

Houston, Texas, USA

1001-5000 employees

http://www.beyondfinance.com

H1B Sponsorship

Beyond Finance has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2023 (6)

2022 (10)

2021 (12)

2020 (3)