Client Retention Specialist (Remote)

Beyond Finance(12 days ago)

Fond du Lac, WIOnsiteFull TimeJunior$38,000 - $40,000Customer Success

About this role

A Retention Specialist at Beyond Finance is a member of the Customer Success team focused on supporting clients enrolled in financial hardship programs. The role serves as a primary point of contact for at-risk customers via inbound phone support and helps ensure continued participation in Beyond Finance programs. It contributes to the company mission of helping clients become debt-free.

View Original Listing

Required Skills

Retention
Deescalation
Negotiation
CRM
Empathy
Communication
Active Listening
Multi-Tasking
Troubleshooting
Time Management

Qualifications

High School Diploma
Associate's 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.