Client Retention Specialist (Remote)
Beyond Finance(12 days ago)
About this role
A Retention Specialist at Beyond Finance is a Customer Success team member supporting clients enrolled in the company’s financial hardship programs and contributing to the organization’s mission to help people become debt-free. The role sits within a compliance- and ethics-focused, customer-centric company that offers commission opportunities and benefits for eligible full-time employees.
Required Skills
- Customer Service
- Retention
- Call Handling
- Deescalation
- Empathy
- CRM
- Negotiation
- Multi-tasking
- Problem Solving
- Communication
+2 more
Qualifications
- High School Diploma
- Associate's Degree
- Bachelor's Degree
About Beyond Finance
beyondfinance.comBeyond 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.
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