Client Retention Specialist

Beyond Finance(12 days ago)

OnsiteFull TimeJunior$38,000 - $40,000Customer Success

About this role

A Retention Specialist at Beyond Finance is part of the Customer Success team supporting clients enrolled in the company’s financial hardship programs. The role contributes to Beyond Finance’s mission of helping everyday Americans escape crippling debt by promoting continued participation in the program and fostering positive client outcomes. The position sits within a mission-driven organization focused on compassionate, compliant, and client-centric financial solutions.

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Required Skills

Retention
Sales
Collections
CRM
Deescalation
Empathy
Negotiation
Communication
Active Listening
Problem Solving

+4 more

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.