Bilingual Client Retention Specialist

Position Overview

• Location Type: Remote
• Employment Type: Full-time
• Salary: Not specified

Beyond Finance is dedicated to helping everyday Americans escape crippling debt and achieve financial freedom. We're a rapidly growing organization committed to compassionate care, ethical practices, and user-centric technology. We're seeking a Retention Specialist to join our Customer Success Team and play a vital role in retaining clients enrolled in our financial hardship programs. This role involves primarily inbound phone calls, focusing on educating and assisting clients facing financial hardship and helping them navigate our program.

Requirements

• Strong communication and interpersonal skills
• Ability to empathize with and de-escalate upset clients
• Proficiency in using CRM systems
• Analytical skills to assess financial situations
• Commitment to helping clients achieve their financial goals

Responsibilities

• Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program.
• Empathize and Deescalate: Display empathy and active listening skills to understand and de-escalate client concerns.
• Navigate CRM System: Effectively use the CRM system to access and understand client information, maintaining accurate records.
• Analyze Financial Situation: Assess client financial situations and determine appropriate solutions.
• Retain Clients: Collaborate with clients to develop customized solutions and encourage program participation.
• Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on client success.

Application Instructions

• Not specified in the provided text.