Senior Client Success Manager
Included HealthSalary not specified
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Debt ReliefIndustries
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 by providing comprehensive information about the Beyond Finance financial hardship debt program, ensuring they understand the benefits, process, and available options
- Empathize and deescalate upset clients using active listening skills to address concerns and alleviate stress regarding their financial situation
- Navigate CRM system to access and comprehend client information, including financial status and program progress, and maintain accurate records of all interactions
- Analyze client's current financial situation and determine appropriate options to help them become debt-free
- Retain clients by collaborating to develop customized solutions aligned with their financial goals and encouraging program continuation
- Achieve retention goals and earn commissions by enabling clients to meet financial objectives
- Provide best-in-class customer service over the phone and through various communication tools, responding to requests and anticipating unstated needs
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this Client Retention Specialist position remote?
Yes, the position is remote.
What is the compensation structure for this role?
Retention Specialists can earn commissions based on their ability to meet or exceed retention targets and enable clients to achieve their financial objectives. No base salary information is provided.
What key skills are required for the Client Retention Specialist role?
Key skills include empathy and active listening for deescalating upset clients, proficiency in navigating a CRM system, creative problem-solving for at-risk customers, and the ability to analyze financial situations and educate clients.
What is the company culture like at Beyond Finance?
Beyond Finance emphasizes compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and helping people as its number one goal in a forward-thinking, rapidly growing organization.
What makes a strong candidate for this Client Retention Specialist position?
Strong candidates excel at empathizing with clients in financial hardship, deescalating upset situations, using CRM systems effectively, creatively solving problems for at-risk clients, and achieving retention goals.
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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