Client Retention Specialist (Remote)

Beyond Finance(12 days ago)

Austin, TXOnsiteFull TimeJunior$38,000 - $40,000Customer Success

About this role

A Retention Specialist at Beyond Finance supports customers enrolled in the company’s financial hardship programs, acting as a primary point of contact to help clients understand their options and remain in the program. The role focuses on working with at-risk clients by providing compassionate guidance, education on program benefits, and assistance primarily via inbound phone interactions. This position contributes to customer loyalty and program success while aligning with Beyond Finance’s mission to help people become debt-free.

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Required Skills

Customer Education
Empathy
Deescalation
CRM
Financial Analysis
Retention
Negotiation
Active Listening
Troubleshooting
Multi-Tasking

+3 more

Qualifications

High School Diploma
Associate Degree
Bachelor's Degree

About Beyond Finance

beyondfinance.com

Beyond Finance is a technology-enabled debt relief firm that helps consumers move beyond debt by negotiating with creditors, arranging debt-settlement and consolidation programs, and offering access to debt-relief loans. It combines personalized financial assessments with a data-driven platform and licensed counselors to design affordable repayment plans, reduce balances, and lower interest for clients nationwide. The company provides ongoing account management, credit education, and works with financial partners to streamline enrollment and payouts. Consumers choose Beyond Finance for hands-on negotiation support, transparent fees, and measurable savings.