Client Retention Specialist (Remote)

Beyond Finance

1 day ago

3.7 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

Beyond Finance is seeking a Retention Specialist to support clients enrolled in its financial hardship debt program. The role focuses on ensuring customer loyalty and helping clients progress toward debt-free goals through compassionate service. This position emphasizes collaboration with the Customer Success team and effective CRM usage to maintain accurate records and support retention goals.

Skills

Qualifications

High School Diploma or EquivalentAssociate's Degree PreferredBachelor'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.