Client Retention Specialist

New

Skills

Multi-tasking Sales Verbal and written communication

Job Overview

Educate clients about Beyond Finance hardship program, benefits, process, options. Deescalate upset clients with empathy and active listening. Use CRM to access client data and document interactions and progress. Analyze client's financial situation to suggest debt-free options. Retain clients with customized solutions and continued enrollment. Deliver best-in-class service via phone and multiple channels. Bilingual Spanish required.

Responsibilities
  • Educate clients about Beyond Finance hardship program, benefits, process, options
  • Deescalate upset clients with empathy and active listening
  • Use CRM to access client data and document interactions and progress
  • Analyze client's financial situation to suggest debt-free options
  • Retain clients with customized solutions and continued enrollment
Requirements & Qualifications
  • Experience in retention, sales, or collections
  • High school diploma or equivalent; degree a plus
  • Tech-savvy with a CRM system
  • Strong verbal and written communication; active listening
  • Ability to multi-task, set priorities, manage time

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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