Beyond Finance
The Client Retention Specialist at Beyond Finance serves as the primary point of contact for customers enrolled in the company's financial hardship programs, focusing on retaining clients and helping them navigate their path to becoming debt-free. This role involves educating clients about program benefits, deescalating upset situations, and utilizing CRM systems to track client progress and financial situations. The specialist works primarily through inbound phone calls to provide empathetic support and customized solutions to at-risk customers.
Headquarters
Chicago, Illinois, United States
Company Size
1001-5000 employees
Founded
2016
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Beyond Finance.
40% below the average for this role
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