Client Retention Specialist (Remote)
Beyond Finance(7 hours ago)
About this role
Beyond Finance is seeking a Retention Specialist to serve as the primary contact for customers facing financial hardship. The role involves educating clients, deescalating conflicts, analyzing financial situations, and developing solutions to help clients achieve debt-free status, with an emphasis on customer service and retention.
Required Skills
- Customer Service
- CRM
- De-escalation
- Negotation
- Financial Analysis
- Communication
- Problem Solving
- Resilience
- Empathy
- Multi-tasking
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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