Client Retention Specialist (Remote)
Beyond Finance
About this role
Beyond Finance is seeking a Retention Specialist to support clients enrolled in the company’s financial hardship debt program. As part of the Customer Success team, you’ll help educate clients and maintain engagement to help them pursue debt-free outcomes. The role emphasizes compassionate, customer-centric service and building lasting relationships to drive program retention.
Skills
Qualifications
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.
Recent company news
Built In ChicagoBeyond Finance
Aug 1, 2025
PR NewswireBeyond Finance Named Financial Wellness Champion at 2025 Banking Tech USA Awards
Jun 17, 2025
Yahoo FinanceBeyond Finance Recognized With 2025 Best in Biz Awards, Including Gold for Customer Service Team
Dec 9, 2025
Crypto BriefingVitalik Buterin urges Ethereum to focus on sanctuary technologies beyond finance
1 week ago
Coldwater Daily ReporterSmall Business Growth, XRP, and the Blockchain Beyond Finance
1 month ago
About Beyond Finance
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Beyond Finance.
Salary
$38k – $40k
per year
More jobs at Beyond Finance
Similar Jobs
Client Retention Coordinator
Dun & Bradstreet
CLIENT PARTNER – BDC ADVISORY SERVICES – Surrey and Vancouver
BDC
Client Success Representative (Remote, Contract)
INFUSE
Client Success Manager - Remote
Datavant
Client Solutions Retention Representative (Cox Business)
Cox Automotive Inc.
Customer Success Manager
ServiceTitan