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Client Retention Specialist (Remote)

Beyond Finance is a mission-driven company dedicated to helping Americans overcome debt through ethical and personalized financial solutions. The company seeks a Client Retention Specialist to educate and support clients facing financial hardship, ensuring their continued participation in Beyond Finance’s programs.

Skills

  • Experience in retention, sales, or collections.
  • Ability to negotiate and deescalate client issues effectively.
  • Proficiency with CRM software and tech-savviness.
  • Excellent verbal and written communication skills.
  • Strong active listening and customer-focused approach.
  • Problem-solving and troubleshooting capabilities.
  • Ability to multi-task, prioritize, and manage time efficiently.
  • Adaptability to changing environments and new financial solutions.

Responsibilities

  • Educate clients about Beyond Finance’s financial hardship debt program options and benefits.
  • Empathize with and deescalate upset clients experiencing financial difficulties.
  • Use CRM systems to access client data and maintain detailed records.
  • Analyze clients’ financial situations to recommend tailored debt-free solutions.
  • Collaborate with clients to retain them in the financial hardship program.
  • Meet or exceed retention goals and commission targets.
  • Deliver exceptional customer service through phone and other communication tools.

Education

  • High school diploma or equivalent required.
  • Associate's or Bachelor's degree is a plus.

Benefits

  • Employer contributions to health, dental, and vision insurance.
  • Generous PTO, paid holidays, and parental leave.
  • 401(k) matching program.
  • Opportunities for merit advancement and career development.
  • Collaborative and inclusive workplace culture.
To read the complete job description, please click on the ‘Apply’ button
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CEO of Beyond Finance
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Tim Ho
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Average salary estimate

$40560 / YEARLY (est.)
min
max
$39520K
$41600K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$39,520/yr - $41,600/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
July 30, 2025
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