[Remote] Client Retention Specialist at Beyond Finance

Remote

Apply Now

Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Experience in Retention, Sales, or Collections
High school diploma or equivalent (Associate's or Bachelor's degree is a plus)
Ability to work in a fast-paced environment and handle high call volumes
Resilient and able to remain calm under pressure
Demonstrated ability to negotiate and deescalate client issues effectively
Tech savvy and proficiency with a Client Relationship Management system (CRM)
Strong customer focus and adaptability to different personality types
Strong verbal and written communication skills along with active listening
Supports team/department collaboration & inclusion
Troubleshooting and problem-solving skills
Ability to multi-task, set priorities and manage time effectively
Willingness to adapt to a changing environment and learn about new financial solutions

Responsibilities

Educate Clients: Provide comprehensive information about the Beyond Finance financial hardship debt program to clients
Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients
Navigate CRM System: Effectively use the CRM system to access client information and maintain accurate records
Analyze Financial Situation: Assess the client's current financial situation and determine appropriate options
Retain Clients: Collaborate with clients to develop customized solutions and encourage them to remain in the program
Achieve Retention Goals: Meet or exceed retention targets and earn commissions
Provide Customer Service: Provide a best-in-class customer service experience over the phone and through various communication tools

Skills

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.

Land your dream remote job 3x faster with AI

Try Jobo Free