Bilingual Client Retention Specialist

Remote

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Debt ResolutionIndustries

Requirements

Candidates must be bilingual in Spanish and have experience in retention, sales, or collections. A high school diploma or equivalent is required, with an Associate's or Bachelor's degree being a plus. The role demands the ability to work in a fast-paced environment, handle high call volumes, and remain calm under pressure. Strong customer focus, adaptability, excellent verbal and written communication skills, active listening, troubleshooting, problem-solving, multitasking, and time management abilities are essential. A willingness to adapt to change and learn new financial solutions is also necessary, along with proficiency in a CRM system.

Responsibilities

The Bilingual Client Retention Specialist will serve as the primary point of contact for clients in financial hardship programs, educating them about the program's benefits and options. This role involves empathizing with clients, deescalating upset customers, and helping them navigate their financial difficulties. Responsibilities include using the CRM system to access client information and record interactions, analyzing financial situations to determine appropriate debt-free solutions, and collaborating with clients to develop customized plans to retain them in the program. The specialist will also be responsible for meeting retention goals, providing a best-in-class customer service experience, responding to client requests, and anticipating their needs.

Skills

Client Retention

Customer Service

De-escalation

Empathy

Problem-Solving

Communication

Financial Hardship Programs

Bilingual

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.

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.

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