Customer Success Manager
SiftSalary not specified
Full Time
Entry Level & New Grad
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Debt ReliefIndustries
Requirements
Candidates must have experience in retention, sales, or collections, a high school diploma or equivalent, and the ability to work in a fast-paced environment with high call volumes. Required skills include resilience, the ability to remain calm under pressure, effective negotiation and deescalation, CRM proficiency, strong customer focus, adaptability, excellent verbal and written communication, active listening, teamwork, troubleshooting, problem-solving, and time management. An Associate's or Bachelor's degree is a plus.
Responsibilities
Retention Specialists will educate clients about the Beyond Finance financial hardship debt program, empathize with and deescalate upset clients, and use the CRM system to access client information and record interactions. They will analyze clients' financial situations, develop customized solutions to help clients achieve their debt-free goals, and encourage clients to remain in the program. Specialists must meet retention targets, earn commissions, and provide best-in-class customer service.
Skills
Client Retention
Customer Success
Financial Hardship Programs
Debt Resolution
Inbound Calls
De-escalation
Empathy
Active Listening
Problem Solving
Client Education
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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