Retention Specialist
Constant Contact34,000 - 40,000 USD/year
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess experience in Retention, Sales, or Collections, along with a high school diploma or equivalent (an Associate’s or Bachelor’s degree is preferred). They must demonstrate the ability to work in a fast-paced environment, handle high call volumes, remain calm under pressure, and effectively negotiate and de-escalate client issues. Strong customer focus, adaptability, tech savviness with CRM systems, and proficiency in verbal and written communication skills are also required.
Responsibilities
As a Client Retention Specialist, the primary responsibility is to educate clients about the Beyond Finance financial hardship debt program, empathize with their financial difficulties, and help them navigate the program. This includes assessing their financial situation, developing customized solutions to help them achieve their goals, and encouraging them to remain in the program. The role also involves utilizing the CRM system to maintain accurate records of client interactions, collaborating with clients to retain them, and achieving retention targets while providing a best-in-class customer service experience.
Skills
Customer Service
De-escalation
Empathy
Financial Hardship Assistance
Problem Solving
Communication
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