Client Retention Specialist (Remote)

Beyond Finance(12 days ago)

Rochester, MNOnsiteFull TimeJunior$38,000 - $40,000Customer Success

About this role

A Retention Specialist at Beyond Finance is part of the Customer Success Team focused on maintaining client relationships within the company’s financial hardship programs. The role supports Beyond Finance’s mission of helping clients become debt-free through ongoing engagement and program participation.

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Required Skills

Customer Education
Deescalation
CRM
Financial Analysis
Retention
Negotiation
Troubleshooting
Multitasking
Communication
Active Listening

Qualifications

High School Diploma
Associate's Degree (Preferred)
Bachelor's Degree (Preferred)

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.