Client Retention Specialist, Beyond Finance
Bilingual
Debt resolution programs
Job no longer available
Debt resolution programs
501-1000 employees
Job no longer available
501-1000 employees
Company mission
To help people escape crippling debt and achieve financial freedom.
Role
Who you are
- Bilingual Spanish Required
- Required - 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 saavy 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
What the job involves
- Our Retention Specialists play a critical role in ensuring the continued loyalty of our Beyond customer base. As a Retention Specialist, your primary responsibility will be to educate and assist clients who are facing financial hardship and exploring options to become debt-free
- You will play a crucial role in retaining clients within our financial hardship debt program. In this position, you will interact with clients primarily through inbound phone calls and be responsible for deescalating upset clients, empathizing with their financial difficulties, and helping them navigate the program
- Their primary focus is on our at-risk customers who are struggling with the use and/or value of their enrolled program, requiring creative problem solving to help them better realize and understand the value of their decision
- Educate Clients: Provide comprehensive information about Beyond Finance financial hardship debt program to clients, ensuring they have a clear understanding of the benefits, process, and available options
- Empathize and Deescalate: Display empathy and active listening skills to understand and deescalate upset clients, addressing their concerns and alleviating their stress regarding their financial situation
- Navigate CRM System: Effectively use our Customer Relationship Management (CRM) system to quickly access and comprehend client information, including their current financial status and program progress. Maintain accurate and detailed records of all client interactions and program progress in the CRM system
- Analyze Financial Situation: Assess the client's current financial situation and determine the most appropriate options to help them achieve their goal of becoming debt-free
- Retain Clients: Collaborate with clients to develop customized solutions that align with their financial goals, and encourage them to remain in the Beyond Finance program
- Achieve Retention Goals: Meet or exceed retention targets and earn commissions based on your ability to enable clients to achieve their financial objectives
- Above all else, provide a best-in-class customer service experience over the phone and through various communication tools responding to client requests and anticipating unstated needs
Our take
In a financial landscape where consumer debt has reached record highs, Beyond Finance specializes in debt resolution services tailored to individual needs. Recognizing the complexities of personal debt, the company focuses on creating debt reduction schemes that guide consumers through the intricacies of debt consolidation and resolution, offering a strategic approach to alleviate the burden of indebtedness.
The company's debt reduction programs come equipped with financial education and tools, delivered via an individualized scheme. Importantly, this is all accessible via a mobile app, meaning Beyond's programs stand out for being incredibly easy to manage and use.
This commitment to providing simple, tailored debt resolution services underscores Beyond's dedication to helping individuals regain financial control. In its pursuit of sustained growth, the company has secured a substantial injection of capital that is poised to propel its consistent operations and fuel future growth.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Company benefits
- Generous PTO
- Competitive Health Care Plans
- 401(k) Matching
- Paid Referral Program
- Paid Parental Leave
- LifeMart Discount Program
- At-home Equipment Provisions
Company values
- Clients First: We walk with our clients every step of the way through their finanical journey, showing compassion and empathy until we help them live the debt-free life they deserve
- Best Answer Wins: We encourage differences of opinion and perspective through direct communication, collaboration and empowering people across all roles and levels. Our innovative ideas and broad range of expertise help us reach the best solution for those we serve
- Data-driven Approach: Fueled by technology and data, we are inspired to explore new ways to solve old problems. We use metrics and innovation to maximize customer satisfaction and retention
- Operate as an Owner: We are motivated to execute, deliver results and roll up our sleeves to work together for the success of our clients, our company and each other
- Elevate Others: By working together, we lift up our clients and employees to strive for excellence, reach their milestones, and accomplish their objectives
Company HQ
Chicago Loop, Chicago, IL
Articles
Leadership
Lou Antonelli
(COO, not founder)Has worked at Beyond Finance since 2019, initially as an Executive VP before becoming the Chief Operating Officer in 2020. Before joining Beyond, they were the VP and CRO at National Debt Relief and the Director of Business Relationships at Costco.
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