Beyond Finance

Bilingual Client Retention Specialist

Remote

Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

Candidates must be fluent in English and Spanish, demonstrating strong communication skills both verbally and in writing. Prior experience in customer service, particularly in a financial or support role, is preferred, along with a high school diploma or equivalent.

Responsibilities

The Bilingual Client Retention Specialist will educate clients about the Beyond Finance financial hardship debt program, empathize with their financial difficulties, and deescalate upset clients through inbound phone calls. They will analyze clients' financial situations, navigate the CRM system to access information, and collaborate with clients to develop customized solutions to help them achieve their debt-free goals while meeting or exceeding retention targets and earning commissions.

Skills

Communication
Interpersonal Skills
CRM Systems
Analytical Skills
Empathy
Active Listening
Client Education
Financial Assessment

Beyond Finance

Debt relief solutions for unsecured debt

About Beyond Finance

Beyond Finance provides debt relief solutions for individuals struggling with unsecured debt, such as credit card debt and personal loans. The process starts with a free online assessment to determine if a client's debt qualifies for their services, followed by the development of a personalized plan using proprietary technology. Experienced consultants negotiate with creditors to settle debts for lower amounts, and the company offers consolidation loan options through a network of lenders. Beyond Finance differentiates itself by charging fees only after clients see results, ensuring a strong focus on customer service and communication.

Key Metrics

Houston, TexasHeadquarters
2016Year Founded
$805MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Paid Holidays
Parental Leave
401(k) Company Match
Professional Development Budget

Risks

Rising interest rates may reduce demand for debt consolidation loans.
Increased competition from fintech startups could erode Beyond Finance's market share.
Potential regulatory changes could increase operational costs for Beyond Finance.

Differentiation

Beyond Finance offers free financial therapy, enhancing holistic financial wellness solutions.
The company provides a mobile app for debt management, a first in the industry.
Beyond Finance's success fee model aligns company interests with client outcomes.

Upsides

Increased demand for digital financial tools boosts Beyond Finance's mobile app adoption.
Investor confidence is high, evidenced by a $635 million credit facility from Comvest.
Recognition for customer service and transparency enhances Beyond Finance's brand reputation.

Land your dream remote job 3x faster with AI