Client Retention Specialist (Remote)

Beyond Finance(7 hours ago)

RemoteFull TimeJunior$19,000 - $20,000Customer Success

About this role

Beyond Finance is seeking a Retention Specialist to serve as the primary contact for customers in financial hardship programs. The role focuses on helping clients understand and navigate debt relief options, ensuring customer retention and satisfaction. It involves empathetic communication, financial assessment, and collaboration to support clients' debt-free journey in a fast-paced environment.

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Required Skills

Customer Service
CRM
Deescalation
Communication
Problem Solving
Financial Analysis
Negotiation
Active Listening
Empathy
Technology

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.

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